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Citigroup

1,718 hedge funds and large institutions have $104B invested in Citigroup in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 723 increasing their positions, 626 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+20
Holders Change %
+1.18%
% of All Funds
30.17%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.11%
New
130
Increased
723
Reduced
626
Closed
88
Calls
$5.34B
Puts
$7.57B
Net Calls
-$2.23B
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
1626
Tompkins Financial
New York
$23K +$23K +331 New
MAWCM
1627
Mine & Arao Wealth Creation & Management
California
$22K
AWMS
1628
Advocacy Wealth Management Services
Georgia
$22K
IFAM
1629
Institutional & Family Asset Management
Colorado
$21K -$69.1K -990 -77%
FPFS
1630
First Personal Financial Services
North Carolina
$21K -$20.8K -291 -50%
MFT
1631
Moisand Fitzgerald Tamayo
Florida
$20K
MG
1632
MilWealth Group
Wisconsin
$19.3K +$19.3K +275 New
VFIC
1633
Valley Forge Investment Consultants
Pennsylvania
$19K +$2.46K +35 +15%
HI
1634
Hoey Investments
Pennsylvania
$18K -$104K -1,500 -85%
PGAM
1635
Princeton Global Asset Management
New Jersey
$18K -$15.5K -221 -46%
PCH
1636
Polar Capital Holdings
United Kingdom
$17.2K -$23.3K -332,154 -58%
SCA
1637
Stuart Chaussee & Associates
California
$17K
FFA
1638
Freedman Financial Associates
Massachusetts
$17K
ST
1639
Sageworth Trust
Pennsylvania
$16K -$10.7K -150 -40%
HWMA
1640
Heritage Wealth Management (Arizona)
Arizona
$16K -$3.42K -50 -18%
AFG
1641
Albion Financial Group
Utah
$16K
EI
1642
Ellevest Inc
New York
$15K -$46.8K -661 -76%
DFCM
1643
Dark Forest Capital Management
Puerto Rico
$15K +$15K +208 New
GKWIM
1644
Gerber Kawasaki Wealth & Investment Management
California
$15K +$15K +224 New
EWM
1645
Evermay Wealth Management
Virginia
$14K -$7K -100 -33%
WLPWM
1646
Walled Lake Planning & Wealth Management
Illinois
$14K
HC
1647
Hoese & Co
Minnesota
$14K +$9.6K +133 +218%
SAM
1648
Strategic Asset Management
Minnesota
$14K +$14K +200 New
CPC
1649
Consolidated Planning Corp
Georgia
$14K +$14K +205 New
RIM
1650
Rockbridge Investment Management
New York
$12K +$70 +1 +0.6%