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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
NB
876
NBT Bank
New York
$1.18M +$2K +27 +0.2%
AIC
877
Archer Investment Corporation
Indiana
$1.17M +$74K +1,000 +6%
LWAC
878
Laurel Wealth Advisors (California)
California
$1.17M -$28K -379 -2%
TMAM
879
Tokio Marine Asset Management
Japan
$1.17M +$117K +1,580 +11%
GWM
880
Geneos Wealth Management
Colorado
$1.16M -$115K -1,550 -9%
FHA
881
Flagship Harbor Advisors
Massachusetts
$1.16M +$24K +324 +2%
CPC
882
Congress Park Capital
New York
$1.16M +$439K +5,935 +57%
BKA
883
Brick & Kyle Associates
Pennsylvania
$1.15M +$7.4K +100 +0.6%
LMAM
884
Legg Mason Asset Management
Japan
$1.15M -$107K -1,452 -8%
SC
885
Savant Capital
Illinois
$1.14M +$69.4K +938 +6%
MHS
886
M Holdings Securities
Oregon
$1.14M -$452K -6,107 -28%
HAG
887
HighPoint Advisor Group
Illinois
$1.14M +$273K +3,693 +30%
FNT
888
First National Trust
Pennsylvania
$1.13M -$3.77K -51 -0.3%
CM
889
CM Management
Florida
$1.13M +$1.18M +16,000 New
CCA
890
Checchi Capital Advisers
California
$1.13M -$7.1K -96 -0.6%
SP
891
Symmetry Partners
Connecticut
$1.12M
IC
892
Intersect Capital
California
$1.12M +$264K +3,568 +29%
EFS
893
Essex Financial Services
Connecticut
$1.11M
IB
894
Intrust Bank
Kansas
$1.1M -$117K -1,584 -9%
OPS
895
Orion Portfolio Solutions
Nebraska
$1.1M +$203K +2,739 +21%
HB
896
Homrich & Berg
Georgia
$1.1M +$354K +4,791 +45%
LIM
897
Longfellow Investment Management
Massachusetts
$1.08M -$593K -8,018 -34%
PPSG
898
Princeton Portfolio Strategies Group
New Jersey
$1.08M +$233K +3,150 +26%
BDF
899
Balasa Dinverno & Foltz
$1.08M +$63.6K +859 +6%
CG
900
Caprock Group
Idaho
$1.07M -$314K -4,241 -22%

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.