We are live on ! Find out more
C icon

Citigroup

1,708 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 742 increasing their positions, 612 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 612

7% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 131

1% less funds holding

Funds holding: 1,7191,708 (-11)

1.09% less ownership

Funds ownership: 75.93%74.83% (-1.1%)

5% less capital invested

Capital invested by funds: $115B → $109B (-$5.81B)

23% less funds holding in top 10

Funds holding in top 10: 9170 (-21)

36% less call options, than puts

Call options by funds: $4.47B | Put options by funds: $7.03B

Holders
1,708
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.73%
Holding in Top 10
70
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.08%
% of All Funds
1.22%
New
140
Increased
742
Reduced
612
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$11.3M -$2.51M -33,929 -18%
ELC
377
Edgar Lomax Company
Virginia
$11M -$435K -5,875 -4%
BAM
378
Berkshire Asset Management
Pennsylvania
$10.9M +$32.6K +440 +0.3%
PMG
379
ProVise Management Group
Florida
$10.9M +$647K +8,746 +6%
DWM
380
Doyle Wealth Management
Florida
$10.9M -$59K -798 -0.5%
FHC
381
First Horizon Corporation
Tennessee
$10.9M +$1.99M +26,885 +21%
MHC
382
Meyer Handelman Company
New York
$10.9M +$1.1M +14,920 +11%
CIA
383
Capital Investment Advisors
Georgia
$10.8M +$1.09M +14,777 +11%
Wealthfront Advisers
384
Wealthfront Advisers
California
$10.8M +$170K +2,303 +2%
Cerity Partners
385
Cerity Partners
New York
$10.8M +$655K +8,859 +6%
MCM
386
MAI Capital Management
Ohio
$10.8M +$7.55M +102,016 +201%
MSRPS
387
Maryland State Retirement & Pension System
Maryland
$10.8M -$134K -1,817 -1%
TIM
388
Thompson Investment Management
Wisconsin
$10.7M -$20.6K -278 -0.2%
HHMI
389
Howard Hughes Medical Institute
Maryland
$10.6M
AWM
390
AE Wealth Management
Kansas
$10.6M +$299K +4,035 +3%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$10.6M +$1.01M +13,687 +10%
LW
392
Linscomb Wealth
Texas
$10.5M +$428K +5,785 +4%
MAM
393
Myriad Asset Management
Hong Kong
$10.5M +$4.64M +62,700 +74%
EMPI
394
Elo Mutual Pension Insurance
Finland
$10.3M -$292K -3,952 -3%
AIM
395
Achmea Investment Management
Netherlands
$10.3M -$329K -4,449 -3%
BWA
396
BDO Wealth Advisors
Florida
$10.3M -$187K -2,525 -2%
CTI
397
Community Trust & Investment
Kentucky
$10.3M +$252K +3,402 +2%
PCA
398
PL Capital Advisors
Florida
$10.3M
AF
399
Ally Financial
Michigan
$10.3M +$10.7M +145,000 New
KAS
400
Kestra Advisory Services
Texas
$10.2M +$423K +5,717 +4%

C Hedge Fund Activity: Q2 2021 in Review

1,708 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2021, worth a combined $109B — down 5.1% from $115B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new C positions and 131 closed out — a net gain of 9 holders — while 742 added to existing stakes and 612 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $440M. The largest seller was Capital Research Global Investors, cutting an estimated $542M.

  • 1,708 institutional investors held Citigroup (C) as of Q2 2021, down from 1,719 in Q1 2021.
  • Funds reported $109B of Citigroup stock for Q2 2021, down 5.1% quarter-over-quarter.
  • 140 funds opened new Citigroup positions in Q2 2021 and 131 closed out, a net change of +9 holders.
  • The largest Citigroup buyer in Q2 2021 was Goldman Sachs, an estimated $440M added.
  • The largest Citigroup seller in Q2 2021 was Capital Research Global Investors, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2021.