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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
CAC
1001
Certified Advisory Corp
Florida
$815K +$748K +11,209 New
FWCM
1002
Ferguson Wellman Capital Management
Oregon
$803K -$232K -3,469 -24%
HNB
1003
Huntington National Bank
Ohio
$802K -$41.6K -623 -5%
AOWM
1004
Alpha Omega Wealth Management
Virginia
$796K -$5.34K -80 -0.7%
SCI
1005
Stableford Capital II
Arizona
$783K -$159K -2,389 -18%
HB
1006
Homrich & Berg
Georgia
$781K -$19.2K -288 -3%
RIL
1007
Rothschild Investment LLC
Illinois
$781K -$7.01K -105 -1%
CAC
1008
Cowen and Company
New York
$780K +$229K +3,426 +47%
BAIA
1009
Bel Air Investment Advisors
California
$780K +$716K +10,723 New
CPO
1010
Cerity Partners OCIO
New York
$778K -$2.81M -42,037 -80%
1WA
1011
180 Wealth Advisors
Washington
$777K +$8.48K +127 +1%
TWM
1012
Tradition Wealth Management
Minnesota
$771K +$315K +4,713 +80%
GPFA
1013
Game Plan Financial Advisors
Ohio
$769K +$703K +10,525 New
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$767K +$56.4K +845 +9%
SIG
1015
Sargent Investment Group
Maryland
$767K +$161K +2,415 +30%
BHB
1016
Bank Hapoalim BM
Israel
$766K +$10.7K +160 +2%
CWP
1017
Concord Wealth Partners
Virginia
$765K +$458K +6,862 +188%
IRC
1018
Investors Research Corp
Georgia
$764K -$73.3K -1,098 -9%
VBCG
1019
Valley Brook Capital Group
Pennsylvania
$764K -$10K -150 -1%
BBI
1020
Baxter Bros Inc
Connecticut
$762K +$95.5K +1,430 +16%
CPC
1021
Congress Park Capital
New York
$760K +$154K +2,300 +28%
AFAS
1022
Acorn Financial Advisory Services
Virginia
$757K +$14.3K +214 +2%
NL
1023
NWAM LLC
Washington
$757K +$124K +1,861 +22%
RPCA
1024
Running Point Capital Advisors
California
$755K -$1.47K -22 -0.2%
EWA
1025
EP Wealth Advisors
California
$755K +$175K +2,628 +34%

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.