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Citigroup
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Overview Fund Activity

1,751 hedge funds and large institutions have $77B invested in Citigroup in 2022 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 704 increasing their positions, 699 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
-76
Holders Change %
-4.16%
% of All Funds
27.71%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
0.76%
New
139
Increased
704
Reduced
699
Closed
192
Calls
$4.72B
Puts
$7.92B
Net Calls
-$3.21B
Net Calls Change
+$906M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.95B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$856M
3
BlackRock
BlackRock
New York
$8.8B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.01B
5
Goldman Sachs
Goldman Sachs
New York
$482M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$531M
2
Bank of America
Bank of America
North Carolina
$1.97B
3
Capital World Investors
Capital World Investors
California
$968M
4
Boston Partners
Boston Partners
Massachusetts
$139M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1826
TruWealth Advisors
Louisiana
– -$473K -7,833 Closed
ICG
1827
InterOcean Capital Group
Tennessee
– -$463K -7,664 Closed
LOAMS
1828
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$452K -7,492 Closed
FM
1829
Family Management
New York
– -$406K -6,720 Closed
AWM
1830
Axxcess Wealth Management
California
– -$401K -6,642 Closed
MIA
1831
MMBG Investment Advisors
Florida
– -$378K -6,260 Closed
AWE
1832
Avidian Wealth Enterprises
Texas
– -$366K -6,053 Closed
HWIS
1833
Hancock Whitney Investment Services
Louisiana
– -$363K -6,037 Closed
DIM
1834
DC Investments Management
Virginia
– -$360K -5,965 Closed
IWA
1835
Intercontinental Wealth Advisors
Texas
– -$332K -5,495 Closed
RIM
1836
Reliant Investment Management
Tennessee
– -$327K -5,415 Closed
EHWM
1837
Eads & Heald Wealth Management
Georgia
– -$322K -5,337 Closed
IAIM
1838
Industrial Alliance Investment Management
Quebec, Canada
– -$320K -5,305 Closed
NDSI
1839
Newman Dignan & Sheerar Inc
Rhode Island
– -$319K -5,290 Closed
SRSA
1840
S.R. Schill & Associates
Washington
– -$315K -5,216 Closed
HA
1841
HFG Advisors
Ohio
– -$311K -5,156 Closed
MWPCG
1842
Measured Wealth Private Client Group
New Hampshire
– -$307K -5,077 Closed
WWM
1843
Wagner Wealth Management
South Carolina
– -$304K -5,030 Closed
LIM
1844
Leavell Investment Management
Alabama
– -$303K -5,020 Closed
VPI
1845
Value Partners Investments
Manitoba, Canada
– -$301K -5,000 Closed
CM
1846
Caption Management
Oklahoma
– -$303K -5,000 Closed
EA
1847
Echo45 Advisors
California
– -$301K -4,978 Closed
WP
1848
WealthShield Partners
North Carolina
– -$291K -4,824 Closed
BRC
1849
Bell Rock Capital
Delaware
– -$303K -4,764 Closed
LP
1850
Lloyd Park
Illinois
– -$286K -4,740 Closed
72 73
74
75 76