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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
VFPI
876
Vantage Financial Partners (Illinois)
Illinois
$1.29M
LMAM
877
Legg Mason Asset Management
Japan
$1.29M -$263K -3,943 -18%
VFA
878
Voya Financial Advisors
Connecticut
$1.28M -$50.3K -754 -4%
GWM
879
Geneos Wealth Management
Colorado
$1.28M +$23K +345 +2%
IIA
880
IPG Investment Advisors
California
$1.28M +$50.1K +750 +4%
LWPC
881
Legacy Wealth Partners (California)
California
$1.26M +$52.5K +786 +5%
WWM
882
Western Wealth Management
Colorado
$1.26M -$5.61K -84 -0.5%
WAP
883
Wealthcare Advisory Partners
Pennsylvania
$1.26M +$1.15M +17,275 New
SPC
884
Sigma Planning Corp
Michigan
$1.25M -$193K -2,898 -14%
CMANY
885
Capital Management Associates (New York)
New York
$1.25M +$33.4K +500 +3%
IB
886
Intrust Bank
Kansas
$1.25M -$49.5K -742 -4%
LWAC
887
Laurel Wealth Advisors (California)
California
$1.23M -$585K -8,765 -34%
SCM
888
Schnieders Capital Management
California
$1.22M +$377K +5,650 +51%
MAFM
889
Mid Atlantic Financial Management
Pennsylvania
$1.22M +$432K +6,477 +63%
ZCA
890
Zeke Capital Advisors
Pennsylvania
$1.22M
NB
891
NBT Bank
New York
$1.21M -$63.4K -950 -5%
ICP
892
Interchange Capital Partners
Pennsylvania
$1.19M -$251K -3,764 -23%
SFS
893
Solitude Financial Services
Virginia
$1.18M -$86.4K -1,295 -7%
BKA
894
Brick & Kyle Associates
Pennsylvania
$1.18M +$58.1K +870 +6%
CA
895
Cumberland Advisors
Florida
$1.17M
FHA
896
Flagship Harbor Advisors
Massachusetts
$1.17M -$116K -1,732 -10%
FNT
897
First National Trust
Pennsylvania
$1.17M +$469K +7,029 +78%
CCA
898
Checchi Capital Advisers
California
$1.17M -$75.8K -1,136 -7%
HI
899
Harbour Investments
Wisconsin
$1.17M +$1.07M +16,020 New
TI
900
Telemetry Investments
New York
$1.16M -$134K -2,000 -11%

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.