We are live on ! Find out more
C icon

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
PTC
951
Private Trust Company
Ohio
$915K +$20.2K +273 +2%
WMG
952
WESCAP Management Group
California
$908K +$950K +12,844 New
MGIA
953
Moneta Group Investment Advisors
Missouri
$907K +$285K +3,858 +43%
III
954
Independent Investors Inc
New York
$904K
PCM
955
Pointe Capital Management
Michigan
$898K +$75K +1,014 +9%
LWAM
956
Legacy Wealth Asset Management
Minnesota
$896K +$1.78K +24 +0.2%
HI
957
Horizon Investments
North Carolina
$896K +$25.2K +340 +3%
CBTWT
958
Community Bank & Trust (Waco, Texas)
Texas
$893K +$13K +176 +1%
SWM
959
SeaCrest Wealth Management
New York
$889K +$38.6K +522 +4%
Fisher Asset Management
960
Fisher Asset Management
Washington
$888K +$320K +4,331 +53%
WAM
961
Wakefield Asset Management
Colorado
$887K +$12K +162 +1%
EWA
962
EP Wealth Advisors
California
$885K +$158K +2,136 +21%
PWMAG
963
Pinnacle Wealth Management Advisory Group
New Jersey
$879K +$86.9K +1,175 +10%
KWA
964
KCS Wealth Advisory
California
$874K -$1.04K -14 -0.1%
NERM
965
New England Research & Management
Illinois
$874K +$914K +12,350 New
TFS
966
Thoroughbred Financial Services
Tennessee
$872K +$360K +4,871 +65%
SWM
967
Spire Wealth Management
Virginia
$869K -$438K -5,916 -32%
AIC
968
Ameritas Investment Company
Nebraska
$862K +$94.5K +1,277 +25%
CWP
969
Concord Wealth Partners
Virginia
$861K +$123K +1,656 +16%
LBD
970
Landsberg Bennett & Dubbaneh
Florida
$860K -$22.3K -302 -2%
BBI
971
Baxter Bros Inc
Connecticut
$853K +$117K +1,586 +15%
DCM
972
Dimension Capital Management
Florida
$847K -$66.7K -902 -7%
NFG
973
Next Financial Group
Texas
$847K -$5.77K -78 -0.6%
OIA
974
OneDigital Investment Advisors
Kansas
$845K +$117K +1,587 +15%
VLC
975
Van Leeuwen & Company
New Jersey
$844K -$1.26K -17 -0.1%

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.