We are live on ! Find out more
C icon

Citigroup

1,718 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, 700 increasing their positions, 623 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 99

17% more capital invested

Capital invested by funds: $97.9B → $115B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 623

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

5% more funds holding

Funds holding: 1,6351,718 (+83)

0.4% less ownership

Funds ownership: 76.33%75.93% (-0.4%)

34% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.8B

Holders
1,718
Holders Change
+83
Holders Change %
+5.08%
% of All Funds
30.17%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
1.6%
New
200
Increased
700
Reduced
623
Closed
99
Calls
$3.82B
Puts
$5.8B
Net Calls
-$1.98B
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AE Wealth Management
Kansas
$10.6M +$402K +6,028 +4%
PCA
402
PL Capital Advisors
Florida
$10.6M
TAIM
403
Te Ahumairangi Investment Management
New Zealand
$10.5M -$1.6M -24,000 -14%
Cerity Partners
404
Cerity Partners
New York
$10.5M +$65K +973 +0.7%
LW
405
Linscomb Wealth
Texas
$10.3M +$388K +5,812 +4%
SG Americas Securities
406
SG Americas Securities
New York
$10.3M -$8.99M -134,628 -49%
CTI
407
Community Trust & Investment
Kentucky
$10.3M -$3.85M -57,669 -29%
MHC
408
Meyer Handelman Company
New York
$10.1M +$909K +13,610 +11%
CIA
409
Capital Investment Advisors
Georgia
$10.1M +$1.4M +20,928 +18%
KAS
410
Kestra Advisory Services
Texas
$10.1M -$4.67M -69,902 -34%
O
411
Ossiam
France
$9.91M +$9.06M +135,685 +26,449%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$9.88M +$5.71M +85,550 +170%
SAM
413
Shell Asset Management
Netherlands
$9.79M +$82.6K +1,237 +0.9%
UCFA
414
United Capital Financial Advisors
Texas
$9.61M -$669K -10,016 -7%
BF
415
BOK Financial
Oklahoma
$9.61M -$5.87K -88 -0.1%
LS
416
Livforsakringsbolaget Skandia
Sweden
$9.58M +$1.05M +15,800 +14%
NMERB
417
New Mexico Educational Retirement Board
New Mexico
$9.58M
SMDAM
418
Sumitomo Mitsui DS Asset Management
Japan
$9.51M +$70.9K +1,062 +0.8%
KRS
419
Kentucky Retirement Systems
Kentucky
$9.47M +$190K +2,849 +2%
LSERS
420
Louisiana State Employees Retirement System
Louisiana
$9.41M +$6.67K +100 +0.1%
PPCM
421
Pillar Pacific Capital Management
California
$9.38M +$246K +3,685 +3%
CAM
422
Close Asset Management
United Kingdom
$9.37M +$69.4K +1,040 +0.8%
WTC
423
WhitTier Trust Company
Nevada
$9.36M +$487K +7,296 +6%
HCM
424
Huber Capital Management
California
$9.27M -$73.4K -1,100 -0.9%
BCI
425
Brinker Capital Investments
Pennsylvania
$9.24M +$7.82M +117,169 +1,197%

C Hedge Fund Activity: Q1 2021 in Review

1,718 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2021, worth a combined $115B — up 17% from $97.9B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new C positions and 99 closed out — a net gain of 101 holders — while 700 added to existing stakes and 623 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $719M. The largest seller was Norges Bank, cutting an estimated $454M.

  • 1,718 institutional investors held Citigroup (C) as of Q1 2021, up from 1,635 in Q4 2020.
  • Funds reported $115B of Citigroup stock for Q1 2021, up 17% quarter-over-quarter.
  • 200 funds opened new Citigroup positions in Q1 2021 and 99 closed out, a net change of +101 holders.
  • The largest Citigroup buyer in Q1 2021 was Capital Research Global Investors, an estimated $719M added.
  • The largest Citigroup seller in Q1 2021 was Norges Bank, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2021.