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Citigroup
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Overview Fund Activity

1,562 hedge funds and large institutions have $65.3B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 694 increasing their positions, 547 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-33
Holders Change %
-2.07%
% of All Funds
25%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
124
Increased
694
Reduced
547
Closed
123
Calls
$3.98B
Puts
$5.83B
Net Calls
-$1.85B
Net Calls Change
-$852M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.11B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Norges Bank
3
Norges Bank
Norway
$1,000M
4
Bank of America
4
Bank of America
North Carolina
$1.23B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$721M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$167M
2
CWM
2
CIBC World Markets
New York
$76.2M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$652M
4
Barclays
4
Barclays
United Kingdom
$209M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$757M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
1551
Financial Gravity Asset Management
Texas
$849 +$36 +2 +4%
CPFP
1552
Clear Perspectives Financial Planning
Ohio
$797 – – –
MIM
1553
Macroview Investment Management
Maryland
$709 – – –
BC
1554
Barrett & Company
Rhode Island
$618 +$570 +12 +1,200%
TF
1555
TimeScale Financial
Massachusetts
$563 – – –
TC
1556
Truvestments Capital
Florida
$469 +$469 +10 New
TWD
1557
True Wealth Design
Ohio
$329 +$329 +7 New
HWM
1558
HighMark Wealth Management
Minnesota
$263 – – –
BWL
1559
Bogart Wealth LLC
Virginia
$234 -$9.78K -209 -98%
CFFP
1560
Center for Financial Planning
Michigan
$188 -$8.93K -190 -98%
IWP
1561
IAG Wealth Partners
Wisconsin
$188 – – –
SC
1562
Stephens Consulting
Michigan
$94 – – –
VWM
1563
Valley Wealth Managers
New Jersey
$38 +$38 +1 New
Fidelity International
1564
Fidelity International
Bermuda
– -$50.6M -1,117,791 Closed
CS
1565
Clear Street
New York
– -$35.4M -781,713 Closed
MCM
1566
Masters Capital Management
Georgia
– -$31.7M -700,000 Closed
EAM
1567
Exane Asset Management
France
– -$29.3M -647,563 Closed
Qube Research & Technologies (QRT)
1568
Qube Research & Technologies (QRT)
United Kingdom
– -$16.6M -367,378 Closed
NFT
1569
Nan Fung Trinity
Hong Kong
– -$10.5M -231,600 Closed
CA
1570
Cornerstone Advisors
North Carolina
– -$10.4M -230,000 Closed
PC
1571
Permit Capital
Pennsylvania
– -$8.68M -192,000 Closed
SBCM
1572
Schwerin Boyle Capital Management
Massachusetts
– -$7.52M -166,163 Closed
HF
1573
HRT Financial
New York
– -$6.8M -150,306 Closed
HHMI
1574
Howard Hughes Medical Institute
Maryland
– -$6.78M -150,000 Closed
CC
1575
Cipher Capital
New York
– -$5.82M -128,629 Closed
61 62
63
64 65