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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 %
HI
1626
Hoey Investments
Pennsylvania
$19K – – –
AFS
1627
Annapolis Financial Services
Maryland
$18K – – –
FFA
1628
Freedman Financial Associates
Massachusetts
$18K – – –
SCA
1629
Stuart Chaussee & Associates
California
$18K +$18K +243 New
VFIC
1630
Valley Forge Investment Consultants
Pennsylvania
$17K -$1.52K -21 -8%
CTB
1631
Country Trust Bank
Illinois
$17K – – –
CH
1632
Canton Hathaway
Rhode Island
$15K -$7.43K -105 -33%
WLPWM
1633
Walled Lake Planning & Wealth Management
Illinois
$15K – – –
CB
1634
Community Bank
New York
$14K -$149K -2,096 -91%
AWM
1635
Atticus Wealth Management
Florida
$14K +$73 +1 +0.5%
HFA
1636
Hoover Financial Advisors
Pennsylvania
$13K +$1.66K +22 +15%
RIM
1637
Rockbridge Investment Management
New York
$13K +$3.25K +43 +33%
NIC
1638
Northwest Investment Counselors
Oregon
$13K +$13K +175 New
FP
1639
Fiduciary Planning
Florida
$13K +$13K +177 New
CQS
1640
Credential Qtrade Securities
$11.6K – – –
LWA
1641
Lenox Wealth Advisors
New York
$11K -$33.3K -448 -75%
MS
1642
Mizuho Securities
Japan
$11K -$3.12K -42 -22%
TCM
1643
Tradewinds Capital Management
Washington
$11K – – –
BFC
1644
Bedel Financial Consulting
Indiana
$11K – – –
RF
1645
Robbins Farley
New Hampshire
$11K +$73 +1 +0.7%
PG
1646
Proffitt & Goodson
Tennessee
$11K +$701 +10 +7%
FEG
1647
Financial Enhancement Group
Indiana
$10K – – –
SNT
1648
Security National Trust
West Virginia
$10K – – –
GWSG
1649
GPS Wealth Strategies Group
Colorado
$10K +$10K +151 New
KFS
1650
Kelly Financial Services
Massachusetts
$9.46K -$2.91K -40 -24%
64 65
66
67 68