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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
KM
751
Kalos Management
Georgia
$2.09M -$323K -4,844 -15%
BB
752
Berkshire Bank
Massachusetts
$2.08M -$13.3K -199 -0.7%
MFG
753
MidWestOne Financial Group
Iowa
$2.08M +$109K +1,638 +6%
DAM
754
Deltec Asset Management
New York
$2.08M -$100K -1,500 -5%
DIA
755
Dana Investment Advisors
Wisconsin
$2.07M -$28.2K -422 -1%
SIMM
756
Stillwater Investment Management (Minnesota)
Minnesota
$2.07M +$14K +209 +0.7%
FCBT
757
First Citizens Bank & Trust
North Carolina
$2.07M +$105K +1,577 +6%
ERM
758
Elm Ridge Management
New York
$2.06M -$450K -6,747 -19%
KA
759
Kintegral Advisory
New York
$2.06M
ASN
760
Advisory Services Network
Georgia
$2.02M +$334 +5 +0%
QP
761
Quilter Plc
United Kingdom
$2.01M -$306K -4,581 -14%
IAA
762
Independent Advisor Alliance
North Carolina
$2.01M +$143K +2,140 +8%
IMRF
763
Illinois Municipal Retirement Fund
Illinois
$2M
TCM
764
Tandem Capital Management
New Jersey
$1.99M +$3.34K +50 +0.2%
BAM
765
Boyar Asset Management
New York
$1.97M -$4K -60 -0.2%
BCM
766
Bluefin Capital Management
New York
$1.96M -$2.44M -36,511 -58%
SFP
767
Shepherd Financial Partners
Massachusetts
$1.95M +$125K +1,878 +8%
MCM
768
Moore Capital Management
New York
$1.95M -$682K -10,220 -28%
BS
769
Bessemer Securities
New York
$1.93M +$928K +13,905 +110%
ST
770
Somerset Trust
Pennsylvania
$1.93M -$12.3K -185 -0.7%
SWP
771
Stratos Wealth Partners
Ohio
$1.93M -$43.8K -656 -2%
4WM
772
44 Wealth Management
Oregon
$1.93M +$268K +4,022 +18%
FA
773
FMA Advisory
Pennsylvania
$1.93M +$34K +509 +2%
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
$1.91M +$94.9K +1,422 +6%
SACTSONJ
775
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.9M

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.