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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
$3.22B
2
Bank of America
Bank of America
North Carolina
$4.22B
3
Capital World Investors
Capital World Investors
California
$3.58B
4
State Street
State Street
Massachusetts
$6.82B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.67B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$25.3M
3
VH
ValueAct Holdings
California
$1.58B
4
Invesco
Invesco
Georgia
$1.16B
5
Aberdeen Group
Aberdeen Group
United Kingdom
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBG
1776
United Bank (Georgia)
Georgia
– -$204K -3,310 Closed
SA
1777
Strategic Advisors
New York
– -$209K -3,175 Closed
FFG
1778
Fortem Financial Group
California
– -$125K -2,032 Closed
UMC
1779
United Maritime Capital
New York
– -$119K -1,929 Closed
PS
1780
Planned Solutions
California
– -$107K -1,732 Closed
VCG
1781
Vantage Consulting Group
Virginia
– -$62K -1,005 Closed
OPW
1782
Oxler Private Wealth
New York
– -$49K -925 Closed
TIAM2
1783
Tru Independence Asset Management 2
Oregon
– -$39K -627 Closed
SIAG
1784
Signet Investment Advisory Group
Rhode Island
– -$37K -600 Closed
AWG
1785
Altus Wealth Group
Colorado
– -$34K -547 Closed
RWA
1786
Ropes Wealth Advisors
Massachusetts
– -$33K -541 Closed
BWM
1787
Birchcreek Wealth Management
Ohio
– -$31K -518 Closed
LGA
1788
Lebenthal Global Advisors
New York
– -$29K -478 Closed
CTFG
1789
Capstone Triton Financial Group
Oklahoma
– -$29K -475 Closed
MCM
1790
McMillion Capital Management
North Carolina
– -$27K -444 Closed
CDIA
1791
Capital Directions Investment Advisors
Georgia
– -$23K -370 Closed
SIAG
1792
Safeguard Investment Advisory Group
California
– -$22K -368 Closed
KCM
1793
Kathmere Capital Management
Pennsylvania
– -$17K -271 Closed
SFG
1794
Sowa Financial Group
Rhode Island
– -$12K -202 Closed
DWM
1795
Defined Wealth Management
Oregon
– -$12K -197 Closed
CYG
1796
Clean Yield Group
Vermont
– -$8K -125 Closed
FWM
1797
ForthRight Wealth Management
Georgia
– -$7K -119 Closed
BSSFA
1798
Baron Silver Stevens Financial Advisors
Florida
– -$6K -108 Closed
TI
1799
tru Independence
Oregon
– -$3 -55 Closed
CWM
1800
Curi Wealth Management
North Carolina
– -$2K -42 Closed
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