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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
FTDI
776
First Trust Direct Indexing
Massachusetts
$1.89M +$86.6K +1,297 +5%
IFWM
777
Institute for Wealth Management
Colorado
$1.89M -$49.7K -744 -3%
CCP
778
Corient Capital Partners
California
$1.88M +$977K +14,641 +130%
HIM
779
Hotaling Investment Management
Pennsylvania
$1.88M +$592K +8,866 +52%
SWA
780
Stratos Wealth Advisors
Ohio
$1.87M +$1.04M +15,539 +153%
FNBOMD
781
First National Bank of Mount Dora
Florida
$1.86M -$1.83M -27,487 -52%
AWM
782
Altium Wealth Management
New York
$1.86M +$140K +2,096 +9%
HWA
783
HCR Wealth Advisors
California
$1.85M -$207K -3,102 -11%
MC
784
Moors & Cabot
Massachusetts
$1.84M -$285K -4,266 -14%
OC
785
Oarsman Capital
Wisconsin
$1.83M +$19.8K +297 +1%
BONST
786
Bank of Nova Scotia Trust
Ontario, Canada
$1.82M -$534 -8 -0%
LCH
787
Lee Capital Holdings
New York
$1.82M +$1.67M +25,000 New
HCM
788
Hollencrest Capital Management
California
$1.82M +$135K +2,020 +9%
MOS
789
MGO One Seven
Ohio
$1.81M +$349K +5,231 +27%
GAM
790
Gotham Asset Management
New York
$1.8M -$839K -12,566 -34%
AFS
791
Aft Forsyth & Sober
Florida
$1.79M +$1.09M +16,350 +199%
SSI
792
Scott & Selber Inc
Texas
$1.78M +$12.3K +184 +0.8%
DPIM
793
Duff & Phelps Investment Management
Illinois
$1.77M -$18K -270 -1%
VF
794
Virtu Financial
New York
$1.75M +$1.6M +24,024 New
H
795
HoyleCohen
California
$1.74M -$26.6K -399 -2%
AP
796
Appleton Partners
Massachusetts
$1.72M -$125K -1,869 -7%
KF
797
Krilogy Financial
Missouri
$1.72M -$6.54K -98 -0.4%
ACM
798
AlphaCrest Capital Management
New York
$1.71M -$1.56M -23,383 -50%
GC
799
GFG Capital
Florida
$1.71M -$5.41K -81 -0.3%
PK
800
Pflug Koory
Nebraska
$1.71M

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.