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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
APP
601
Avantax Planning Partners
Iowa
$3.65M -$232K -3,478 -6%
BCM
602
Brookstone Capital Management
Illinois
$3.64M -$455K -6,818 -12%
GFI
603
Global Frontier Investments
South Carolina
$3.64M
SA
604
SRN Advisors
Pennsylvania
$3.63M +$254K +3,808 +8%
SCM
605
Shelton Capital Management
Colorado
$3.63M -$10K -150 -0.3%
APF
606
Alaska Permanent Fund
Alaska
$3.63M
TPCW
607
TD Private Client Wealth
New York
$3.57M -$112K -1,674 -3%
CG
608
Colony Group
Massachusetts
$3.55M +$121K +1,807 +4%
QFA
609
Quattro Financial Advisors
Texas
$3.53M -$3.08M -46,207 -49%
SCA
610
Snowden Capital Advisors
New York
$3.52M +$711K +10,647 +28%
PCM
611
Palouse Capital Management
Washington
$3.51M -$32.1K -481 -1%
RAM
612
Roanoke Asset Management
New Jersey
$3.49M -$2K -30 -0.1%
ECM
613
Everence Capital Management
Indiana
$3.47M
CIP
614
Convergence Investment Partners
Florida
$3.47M -$18.5K -277 -0.6%
SFI
615
Siemens Fonds Invest
Germany
$3.47M +$41.9K +627 +1%
PCM
616
Poehling Capital Management
Wisconsin
$3.45M +$416K +6,234 +15%
PCM
617
Parsons Capital Management
Rhode Island
$3.44M +$327K +4,900 +12%
MWA
618
MFA Wealth Advisors
Pennsylvania
$3.43M +$360K +5,394 +13%
CA
619
CapWealth Advisors
Tennessee
$3.43M -$15.7M -234,488 -83%
MC
620
Mathes Company
New York
$3.42M -$9.61K -144 -0.3%
NA
621
NewEdge Advisors
Louisiana
$3.42M +$531K +7,960 +20%
SAM
622
Shikiar Asset Management
New York
$3.4M -$35K -524 -1%
TI
623
Trexquant Investment
Connecticut
$3.4M +$925K +13,864 +42%
MC
624
Middleton & Co
Massachusetts
$3.38M -$4.94K -74 -0.2%
WSCM
625
Wellington Shields Capital Management
New York
$3.35M +$725K +10,867 +31%

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.