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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
FPB
976
First PREMIER Bank
South Dakota
$843K +$16.6K +225 +2%
AIM
977
Anchor Investment Management
South Carolina
$835K +$21.3K +288 +3%
SFG
978
SevenBridge Financial Group
Pennsylvania
$833K -$25.4K -343 -3%
CC
979
Claybrook Capital
Massachusetts
$833K +$871K +11,776 New
GPFA
980
Game Plan Financial Advisors
Ohio
$828K +$86.9K +1,175 +11%
CPO
981
Cerity Partners OCIO
New York
$827K +$73K +986 +9%
LWMM
982
Legacy Wealth Management (Mississippi)
Mississippi
$825K -$11.1K -150 -1%
RIA
983
Realta Investment Advisors
Delaware
$824K +$7.84K +106 +0.9%
SCI
984
Stableford Capital II
Arizona
$820K +$61.6K +832 +8%
IA
985
IFP Advisors
Florida
$818K -$86.2K -1,165 -9%
HNB
986
Huntington National Bank
Ohio
$817K +$37.6K +508 +5%
CWM
987
Circle Wealth Management
New Jersey
$815K -$93.4K -1,262 -10%
CAN
988
Claraphi Advisory Network
United States
$811K -$3.85K -52 -0.5%
PIM
989
Perpetual Investment Management
Australia
$805K -$15.2K -206 -2%
S
990
SignatureFD
Georgia
$804K +$110K +1,489 +15%
BSW
991
Buckingham Strategic Wealth
Missouri
$802K +$299K +4,041 +55%
SIG
992
Sargent Investment Group
Maryland
$797K +$53.4K +722 +7%
CAC
993
Certified Advisory Corp
Florida
$795K +$2.07K +28 +0.2%
AG
994
AlphaSimPlex Group
Massachusetts
$792K
TWP
995
Tempus Wealth Planning
California
$792K +$63.6K +859 +8%
CHJWM
996
Carlton Hofferkamp & Jenks Wealth Management
Texas
$788K +$35.1K +475 +4%
RIL
997
Rothschild Investment LLC
Illinois
$785K +$26.8K +362 +3%
EWM
998
Evercore Wealth Management
New York
$780K -$83K -1,122 -9%
GIM
999
Guild Investment Management
California
$778K +$814K +11,000 New
TW
1000
TrinityPoint Wealth
Connecticut
$776K +$67.2K +908 +9%

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.