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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 %
HWA
1601
HHM Wealth Advisors
Tennessee
$30K – – –
FBT
1602
First Bank & Trust
South Dakota
$30K +$22.1K +307 +279%
ADIM
1603
Alpha DNA Investment Management
Maryland
$29K +$359 +5 +1%
WCM
1604
Wealthcare Capital Management
Virginia
$29K +$29K +399 New
LF
1605
Lee Financial
Texas
$27K – – –
ST
1606
Sageworth Trust
Pennsylvania
$27K – – –
BI
1607
Blooom Inc
Kansas
$27K +$955 +454 +4%
LWANC
1608
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$13K -180 -33%
CA
1609
Crewe Advisors
Utah
$26K – – –
WP
1610
WealthShield Partners
North Carolina
$26K +$26K +357 New
M
1611
MOTCO
Texas
$25K -$12K -164 -32%
BC
1612
Barnett & Company
Tennessee
$25K – – –
TF
1613
Tompkins Financial
New York
$24K -$2.83K -39 -11%
FRA
1614
Front Row Advisors
California
$24K +$360 +5 +2%
EWM
1615
Edge Wealth Management
New York
$24K +$3.7K +51 +18%
PCM
1616
Penserra Capital Management
California
$24K +$16K +222 +200%
AWMS
1617
Advocacy Wealth Management Services
Georgia
$23K -$4.83K -67 -17%
MAWCM
1618
Mine & Arao Wealth Creation & Management
California
$23K – – –
RA
1619
Resolute Advisors
California
$23K +$23K +528 New
MFT
1620
Moisand Fitzgerald Tamayo
Florida
$21K +$18.4K +250 +714%
HWMA
1621
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +284 New
ACM
1622
Allred Capital Management
Texas
$20.7K +$20.7K +284 New
EWA
1623
Evolution Wealth Advisors
Florida
$20K – – –
MLFP
1624
MPS Loria Financial Planners
Illinois
$20K +$70 +1 +0.4%
WWM
1625
Wolff Wiese Magana
California
$19K -$68.2K -930 -78%
63 64
65
66 67