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Citigroup
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Overview Fund Activity

1,709 hedge funds and large institutions have $115B invested in Citigroup in 2021 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 696 increasing their positions, 620 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,709
Holders Change
+83
Holders Change %
+5.1%
% of All Funds
30.09%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.58%
New
200
Increased
696
Reduced
620
Closed
99
Calls
$3.82B
Puts
$5.8B
Net Calls
-$1.98B
Net Calls Change
-$326M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$783M
2
Bank of America
Bank of America
North Carolina
+$693M
3
Capital World Investors
Capital World Investors
California
+$398M
4
State Street
State Street
Massachusetts
+$365M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$330M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$494M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$399M
3
VH
ValueAct Holdings
California
-$386M
4
Invesco
Invesco
Georgia
-$338M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
1576
First Personal Financial Services
North Carolina
$43K – – –
KPCM
1577
Kings Point Capital Management
New York
$42K -$123K -1,675 -74%
LJHT
1578
Laurie J. Hall Trustee
$41K – – –
IRAG
1579
Investment Research & Advisory Group
Georgia
$40K – – –
Q
1580
QVR
California
$40K +$40K +549 New
JFGIW
1581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K -$114K -1,590 -75%
CFN
1582
Cordasco Financial Network
Florida
$38K – – –
LGWM
1583
Litman Gregory Wealth Management
California
$37K – – –
LCM
1584
Logan Capital Management
Pennsylvania
$37K +$37K +510 New
ACA
1585
Atlas Capital Advisors
Wyoming
$36.4K +$36.4K +500 New
PO
1586
Private Ocean
California
$36K -$2.17K -30 -6%
HCM
1587
Horrell Capital Management
Arkansas
$36K – – –
RCA
1588
Ranch Capital Advisors
Florida
$36K – – –
SFPG
1589
Stonebridge Financial Planning Group
Florida
$36K +$7.2K +100 +25%
JMF
1590
Johnson Midwest Financial
Iowa
$35K +$295 +4 +0.8%
OAJ
1591
Ogorek Anthony Joseph
New York
$34K – – –
MWP
1592
Meridian Wealth Partners
Pennsylvania
$34K +$6.93K +95 +26%
HS
1593
Horan Securities
United States
$34K +$26.2K +358 +338%
BWM
1594
BerganKDV Wealth Management
Minnesota
$33K -$25.9K -356 -44%
SFG
1595
Sage Financial Group
Pennsylvania
$33K – – –
COCM
1596
Charter Oak Capital Management
New Hampshire
$33K – – –
PWA
1597
Phoenix Wealth Advisors
North Carolina
$31K -$21.8K -300 -41%
APWM
1598
Atlas Private Wealth Management
New York
$31K – – –
TIM
1599
Tortoise Investment Management
New York
$31K +$1.18K +16 +4%
TC
1600
Trust Company
Kansas
$30K -$732 -10 -2%
62 63
64
65 66