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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
CA
901
Cumberland Advisors
Florida
$1.07M -$66.6K -900 -6%
TI
902
Tidal Investments
Wisconsin
$1.07M +$517K +6,983 +85%
TWM
903
Tradition Wealth Management
Minnesota
$1.07M +$334K +4,510 +43%
EC
904
EJF Capital
Virginia
$1.06M -$28.5M -385,000 -96%
CAM
905
Cidel Asset Management
Ontario, Canada
$1.06M
PWM
906
Perigon Wealth Management
California
$1.06M +$94.6K +1,278 +9%
PAS
907
Park Avenue Securities
New York
$1.05M +$197K +2,660 +22%
SCM
908
Sterneck Capital Management
Missouri
$1.05M +$51.8K +700 +5%
FMB
909
Field & Main Bank
Kentucky
$1.05M +$75.8K +1,025 +7%
RWA
910
River Wealth Advisors
Pennsylvania
$1.04M +$14.8K +200 +1%
GVAG
911
Great Valley Advisor Group
Delaware
$1.04M +$37.7K +510 +4%
BBHBI
912
B, B, H, & B Inc
Alabama
$1.04M +$1.09M +14,728 New
SRC
913
Shufro Rose & Co
New York
$1.04M -$14.4K -194 -1%
TH
914
TCTC Holdings
Texas
$1.03M -$25.9K -350 -2%
B
915
Barings
North Carolina
$1.03M -$1.31M -17,660 -55%
TSW
916
Thompson Siegel & Walmsley
Virginia
$1.03M -$8.51K -115 -0.8%
ANRIA
917
American National Registered Investment Advisor
Texas
$1.02M -$14.8K -200 -1%
BA
918
Bellwether Advisors
Nebraska
$1.02M +$987K +13,336 +1,301%
CG
919
CFO4Life Group
Texas
$1.01M
IA
920
Icon Advisers
Colorado
$1.01M
ER
921
Enlightenment Research
Florida
$1.01M +$1.06M +14,300 New
DWT
922
Dorsey & Whitney Trust
South Dakota
$1.01M -$126K -1,703 -11%
CPIG
923
Chicago Partners Investment Group
Illinois
$1M +$142K +1,915 +15%
RW
924
RVW Wealth
California
$1M +$7.4K +100 +0.5%
EI
925
Ethic Inc
New York
$999K -$1.24M -16,783 -54%

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.