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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
FWM
676
Focused Wealth Management
New York
$2.59M +$19.5K +264 +0.7%
CAS
677
Cascadia Advisory Services
Oregon
$2.59M +$213K +2,877 +9%
AAS
678
Avantax Advisory Services
Texas
$2.58M +$317K +4,282 +13%
CI
679
Capital International
California
$2.57M +$21.3K +288 +0.8%
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$2.57M +$2.69M +36,309 New
BAS
681
Brown Advisory Securities
Maryland
$2.57M +$55K +743 +2%
TC
682
TownSquare Capital
Utah
$2.56M +$280K +3,786 +11%
WAS
683
Winch Advisory Services
Wisconsin
$2.56M +$121K +1,634 +5%
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$2.54M -$6.36K -86 -0.2%
VMPIC
685
Varma Mutual Pension Insurance Co
Finland
$2.52M
RCIM
686
Red Cedar Investment Management
Michigan
$2.5M +$433K +5,859 +20%
ERM
687
Elm Ridge Management
New York
$2.49M +$514K +6,941 +25%
CAM
688
Cresset Asset Management
Illinois
$2.49M +$1.56M +21,142 +151%
CAM
689
Carret Asset Management
New York
$2.49M -$55.5K -750 -2%
CNC
690
Canandaigua National Corp
New York
$2.48M -$39.4K -533 -1%
ACM
691
Ascendant Capital Management
California
$2.48M +$333K +4,500 +15%
BP
692
BBR Partners
New York
$2.46M -$120K -1,619 -4%
MFM
693
MD Financial Management
Ontario, Canada
$2.44M +$2.55M +34,519 New
RIA
694
Regal Investment Advisors
Michigan
$2.44M +$2.55M +34,506 New
IA
695
IndexIQ Advisors
New York
$2.44M +$80.1K +1,083 +3%
HFS
696
Hantz Financial Services
Michigan
$2.44M +$202K +2,735 +9%
WOC
697
West Oak Capital
California
$2.42M +$73.2K +990 +3%
CCM
698
Chilton Capital Management
Texas
$2.41M -$186K -2,512 -7%
MCM
699
Murphy Capital Management
New Jersey
$2.41M +$96.2K +1,300 +4%
OIS
700
Okabena Investment Services
Minnesota
$2.41M -$353K -4,777 -12%

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.