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Citigroup
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Overview Fund Activity

1,596 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 632 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.17%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
632
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$481M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$574M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$495M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$1.25B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$643M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$479M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$431M
3
Citadel Advisors
3
Citadel Advisors
Florida
$36.6M
4
Bank of America
4
Bank of America
North Carolina
$968M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$477M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1551
Disciplined Investments
Oklahoma
$4.33K -$553 -12 -11%
WWM
1552
Wolff Wiese Magana
California
$4.32K -$2.21K -48 -34%
PS
1553
PayPay Securities
Japan
$4.28K -$599 -13 -12%
HBW
1554
Hazlett, Burt & Watson
West Virginia
$4K +$48 +1 +1%
IHWM
1555
Iron Horse Wealth Management
Iowa
$3.68K – – –
HI
1556
Hoey Investments
Pennsylvania
$3.45K -$140K -3,050 -98%
DWMG
1557
DB Wealth Management Group
California
$3.36K – – –
VCM
1558
Versant Capital Management
Arizona
$3.22K -$44.4K -964 -93%
LFA
1559
Legend Financial Advisors
Pennsylvania
$2.81K – – –
NSG
1560
Nalls Sherbakoff Group
Tennessee
$2.75K -$1.33K -30 -33%
EWM
1561
Evermay Wealth Management
Virginia
$2.67K – – –
EAM
1562
Eukles Asset Management
Ohio
$2.62K – – –
Kayne Anderson Rudnick Investment Management
1563
Kayne Anderson Rudnick Investment Management
California
$2.62K +$1.01K +22 +63%
M
1564
MOTCO
Texas
$2.58K +$1.57K +34 +155%
FCAG
1565
First Capital Advisors Group
New Jersey
$2.49K +$2.49K +54 New
IFAM
1566
Institutional & Family Asset Management
Colorado
$2.3K – – –
APC
1567
Aspire Private Capital
North Carolina
$2.2K +$46 +1 +2%
CSWM
1568
Cassady Schiller Wealth Management
Ohio
$2.12K – – –
BAM
1569
Bellevue Asset Management
Washington
$1.88K – – –
JFG
1570
JDM Financial Group
Texas
$1.75K – – –
GGHC
1571
Gilder Gagnon Howe & Co
New York
$1.61K +$1.61K +35 New
WOSD
1572
WFA of San Diego
California
$1.47K +$1.47K +32 New
AFS
1573
Annapolis Financial Services
Maryland
$1.43K – – –
CTWM
1574
Cherry Tree Wealth Management
Minnesota
$1.38K +$1.38K +30 New
VAG
1575
VisionPoint Advisory Group
Texas
$1.38K +$1.38K +30 New
61 62
63
64 65