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Citigroup

1,698 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 738 increasing their positions, 608 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,698
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.64%
Holding in Top 10
69
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.33%
% of All Funds
1.2%
New
140
Increased
738
Reduced
608
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
1601
Sageworth Trust
Pennsylvania
$27K
BI
1602
Blooom Inc
Kansas
$27K +$437 +211 +2%
LWANC
1603
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
WWM
1604
Wolff Wiese Magana
California
$26K +$7.8K +111 +43%
CA
1605
Crewe Advisors
Utah
$25K
FRA
1606
Front Row Advisors
California
$23K -$639 -9 -3%
AWMS
1607
Advocacy Wealth Management Services
Georgia
$23K
EWM
1608
Edge Wealth Management
New York
$23K +$69 +1 +0.3%
MAWCM
1609
Mine & Arao Wealth Creation & Management
California
$22K
EWM
1610
Evermay Wealth Management
Virginia
$21K +$21K +300 New
MFT
1611
Moisand Fitzgerald Tamayo
Florida
$20K
HWMA
1612
Heritage Wealth Management (Arizona)
Arizona
$20K
AFS
1613
Annapolis Financial Services
Maryland
$18K
IP
1614
Isthmus Partners
Wisconsin
$18K +$18K +250 New
VFIC
1615
Valley Forge Investment Consultants
Pennsylvania
$17K
SCA
1616
Stuart Chaussee & Associates
California
$17K
FFA
1617
Freedman Financial Associates
Massachusetts
$17K +$138 +2 +0.8%
CTB
1618
Country Trust Bank
Illinois
$16K
AFG
1619
Albion Financial Group
Utah
$16K +$16K +227 New
PWP
1620
Personal Wealth Partners
Minnesota
$16K +$16K +232 New
WLPWM
1621
Walled Lake Planning & Wealth Management
Illinois
$14K
AWM
1622
Atticus Wealth Management
Florida
$14K +$73 +1 +0.5%
CYG
1623
Clean Yield Group
Vermont
$14K +$14K +200 New
MA
1624
Modus Advisors
Minnesota
$14K +$14K +200 New
CB
1625
Community Bank
New York
$12K -$1.67K -24 -12%