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Citigroup
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Overview Fund Activity

1,756 hedge funds and large institutions have $87.1B invested in Citigroup in 2024 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 686 increasing their positions, 631 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+99
Holders Change %
+5.97%
% of All Funds
25.46%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.86%
New
228
Increased
686
Reduced
631
Closed
110
Calls
$6.76B
Puts
$6.9B
Net Calls
-$148M
Net Calls Change
-$1.32B

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.45B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.01B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.49B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$872M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.88B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.63B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$63.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$190M
4
BlackRock
4
BlackRock
New York
$10.1B
5
Citadel Advisors
5
Citadel Advisors
Florida
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
1701
First United Bank & Trust
Maryland
$4.68K – – –
FIM
1702
FWL Investment Management
Texas
$4.43K +$4.43K +70 New
SFA
1703
Semmax Financial Advisors
North Carolina
$4.16K +$4.16K +65 New
OSNBOA
1704
Old Second National Bank of Aurora
Illinois
$4.11K – – –
TCA
1705
Trifecta Capital Advisors
Illinois
$4.11K – – –
ACA
1706
Atlas Capital Advisors
Wyoming
$4.05K -$32.9K -521 -89%
ECM
1707
Everence Capital Management
Indiana
$4K – – –
LFA
1708
Legend Financial Advisors
Pennsylvania
$3.86K – – –
TCM
1709
TD Capital Management
Tennessee
$3.79K +$3.79K +60 New
EWM
1710
Evermay Wealth Management
Virginia
$3.67K -$1.08K -17 -23%
AFG
1711
Albion Financial Group
Utah
$3.42K -$8.98K -142 -72%
FGAM
1712
Financial Gravity Asset Management
Texas
$3.39K +$3.39K +53 New
BL
1713
BFSG LLC
California
$3.16K – – –
IFAM
1714
Institutional & Family Asset Management
Colorado
$3.16K – – –
BAM
1715
Byrne Asset Management
New Jersey
$3.16K +$3.16K +50 New
APC
1716
Aspire Private Capital
North Carolina
$3.12K +$64 +1 +2%
FWM
1717
FSA Wealth Management
Massachusetts
$2.94K – – –
W
1718
WealthCollab
Washington
$2.91K – – –
CSWM
1719
Cassady Schiller Wealth Management
Ohio
$2.91K – – –
PPWM
1720
PFG Private Wealth Management
Florida
$2.78K -$1.52K -24 -35%
QL
1721
Quarry LP
New York
$2.72K -$56.3K -891 -95%
JFG
1722
JDM Financial Group
Texas
$2.4K – – –
MFT
1723
Moisand Fitzgerald Tamayo
Florida
$2.21K -$1.33K -21 -38%
PP
1724
PrairieView Partners
Minnesota
$2K – – –
CTWM
1725
Cherry Tree Wealth Management
Minnesota
$1.9K – – –
67 68
69
70 71