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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$940M -$30.9M -462,584 -3%
Artisan Partners
27
Artisan Partners
Wisconsin
$862M +$39.9M +597,061 +5%
Barclays
28
Barclays
United Kingdom
$806M +$8.34M +124,980 +1%
Wells Fargo
29
Wells Fargo
California
$797M -$42.2M -631,731 -5%
Charles Schwab
30
Charles Schwab
California
$794M +$27.8M +415,815 +4%
Boston Partners
31
Boston Partners
Massachusetts
$777M +$33.4M +500,442 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$731M -$18.3M -274,347 -3%
LSV Asset Management
33
LSV Asset Management
Illinois
$723M -$9.8M -146,751 -1%
Pzena Investment Management
34
Pzena Investment Management
New York
$703M -$2.43M -36,439 -0.4%
Ninety One (UK)
35
Ninety One (UK)
United Kingdom
$677M +$140M +2,095,661 +29%
Deutsche Bank
36
Deutsche Bank
Germany
$578M +$111M +1,660,006 +26%
UBS AM
37
UBS AM
Illinois
$570M -$269M -4,036,770 -34%
AllianceBernstein
38
AllianceBernstein
Tennessee
$561M -$1.41M -21,171 -0.3%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$552M +$10M +150,413 +2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$528M -$15M -224,454 -3%
PPA
41
Parametric Portfolio Associates
Washington
$497M +$9.64M +144,430 +2%
Barrow, Hanley, Mewhinney & Strauss
42
Barrow, Hanley, Mewhinney & Strauss
Texas
$466M +$17.7M +265,511 +4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$448M +$996K +14,915 +0.2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$432M -$7.55M -113,032 -2%
UBS Group
45
UBS Group
Switzerland
$423M +$36M +538,841 +10%
FPA
46
First Pacific Advisors
California
$376M -$18.1M -270,683 -5%
A
47
AustralianSuper
Australia
$368M +$138M +2,068,370 +69%
AAMU
48
Amundi Asset Management US
Massachusetts
$365M +$32.3M +484,103 +11%
CWM
49
CIBC World Markets
New York
$363M -$12.9M -193,942 -4%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$362M -$8.67M -129,942 -3%

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.