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
KPWS
701
Kestra Private Wealth Services
Texas
$2.44M +$121K +1,810 +6%
SW
702
SVB Wealth
Massachusetts
$2.44M +$95.6K +1,432 +4%
CAM
703
Columbia Asset Management
Michigan
$2.43M -$21.7K -325 -1%
IA
704
IndexIQ Advisors
New York
$2.42M +$280K +4,193 +14%
WOC
705
West Oak Capital
California
$2.41M -$31K -465 -1%
EH
706
Equitable Holdings
New York
$2.41M +$225K +3,364 +11%
RPSA
707
Richard P. Slaughter Associates
Texas
$2.39M -$568K -8,513 -21%
MCM
708
Murphy Capital Management
New Jersey
$2.39M +$1.33K +20 +0.1%
AAS
709
Avantax Advisory Services
Texas
$2.35M +$315K +4,725 +17%
Capstone Investment Advisors
710
Capstone Investment Advisors
New York
$2.35M -$4.66M -69,833 -68%
B
711
Barings
North Carolina
$2.34M +$245K +3,673 +13%
ALAM
712
Asahi Life Asset Management
Japan
$2.34M -$1.02M -15,265 -32%
WCM
713
Wunderlich Capital Managemnt
Tennessee
$2.33M -$11.6K -174 -0.5%
CRC
714
Curi RMB Capital
Illinois
$2.32M -$178K -2,665 -8%
FA
715
FDx Advisors
Illinois
$2.31M +$177K +2,646 +9%
AIIMS
716
Analyst IMS Investment Management Services
Israel
$2.31M +$801 +12 +0%
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$2.31M +$1.46M +21,905 +223%
TCOO
718
Trust Company of Oklahoma
Oklahoma
$2.31M -$93.7K -1,404 -4%
HFS
719
Hantz Financial Services
Michigan
$2.31M +$44.8K +671 +2%
USAA
720
United Services Automobile Association
Texas
$2.3M -$2.19M -32,873 -51%
AC
721
Allstate Corporation
Illinois
$2.3M +$369K +5,527 +21%
CIA
722
Cohen Investment Advisors
New Hampshire
$2.3M +$66.5K +996 +3%
Walleye Trading
723
Walleye Trading
New York
$2.26M -$12.5M -186,801 -86%
CS
724
Comerica Securities
Michigan
$2.26M +$14.7K +220 +0.7%
CI
725
Conning Inc
Connecticut
$2.26M -$179K -2,680 -8%

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.