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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
PAS
976
Park Avenue Securities
New York
$891K +$119K +1,776 +17%
FAM
977
Fulcrum Asset Management
United Kingdom
$884K
EWM
978
Evercore Wealth Management
New York
$884K +$19.7K +295 +2%
SFG
979
SevenBridge Financial Group
Pennsylvania
$882K -$1.2K -18 -0.1%
PPSG
980
Princeton Portfolio Strategies Group
New Jersey
$882K +$34.4K +515 +4%
SWM
981
SeaCrest Wealth Management
New York
$877K -$348K -5,212 -30%
NFG
982
Next Financial Group
Texas
$876K -$59.8K -896 -7%
VLC
983
Van Leeuwen & Company
New Jersey
$866K +$935 +14 +0.1%
SS
984
Sunbelt Securities
Texas
$862K -$180K -2,697 -19%
LWMM
985
Legacy Wealth Management (Mississippi)
Mississippi
$859K +$36.7K +550 +5%
FPB
986
First PREMIER Bank
South Dakota
$851K
PCM
987
Pointe Capital Management
Michigan
$850K +$11.4K +171 +1%
MC
988
Maverick Capital
Texas
$848K +$536K +8,028 +221%
ACA
989
Aptus Capital Advisors
Alabama
$843K
PIM
990
Perpetual Investment Management
Australia
$842K +$57K +854 +8%
RIA
991
Realta Investment Advisors
Delaware
$840K +$29.8K +447 +4%
CAN
992
Claraphi Advisory Network
United States
$838K +$7.34K +110 +1%
AIM
993
Anchor Investment Management
South Carolina
$837K -$9.01K -135 -1%
CHJWM
994
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$36.7K -550 -5%
HIC
995
Hartline Investment Corp
Illinois
$821K +$26.8K +401 +4%
PWMAG
996
Pinnacle Wealth Management Advisory Group
New Jersey
$819K +$182K +2,725 +32%
KeyBank National Association
997
KeyBank National Association
Ohio
$817K -$144K -2,157 -16%
AG
998
AlphaSimPlex Group
Massachusetts
$815K -$171K -2,561 -19%
CWM
999
Calamos Wealth Management
Illinois
$815K +$30.4K +456 +4%
SM
1000
SG3 Management
Puerto Rico
$815K +$748K +11,200 New

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.