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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
FF
1001
FourThought Financial
Florida
$773K -$312K -4,214 -28%
OWA
1002
One Wealth Advisors
California
$771K +$40K +541 +5%
MWM
1003
Meridian Wealth Management
Kentucky
$769K +$277K +3,738 +52%
VCWA
1004
Vanguard Capital Wealth Advisors
Colorado
$766K +$292K +3,951 +57%
FWCM
1005
Ferguson Wellman Capital Management
Oregon
$762K -$19.1K -258 -2%
VBCG
1006
Valley Brook Capital Group
Pennsylvania
$762K +$20.7K +280 +3%
SS
1007
Sunbelt Securities
Texas
$761K -$35.1K -475 -4%
FAM
1008
Fulcrum Asset Management
United Kingdom
$758K
BFEC
1009
Benjamin F. Edwards & Company
Missouri
$754K +$81.5K +1,102 +12%
WSFS
1010
Wilmington Savings Fund Society
Delaware
$753K +$20.4K +276 +3%
TWI
1011
Thomas White International
Illinois
$751K +$21.5K +290 +3%
GFP
1012
Gryphon Financial Partners
Ohio
$747K +$69.9K +945 +6%
KLCM
1013
KG&L Capital Management
Louisiana
$745K -$131K -1,774 -14%
KeyBank National Association
1014
KeyBank National Association
Ohio
$745K -$52.6K -711 -6%
MBT
1015
Montecito Bank & Trust
California
$744K +$94K +1,271 +14%
IRC
1016
Investors Research Corp
Georgia
$743K +$222 +3 +0%
AFAS
1017
Acorn Financial Advisory Services
Virginia
$741K +$5.77K +78 +0.7%
MCM
1018
Monument Capital Management
Virginia
$741K +$52.3K +707 +7%
BPM
1019
Bowling Portfolio Management
Ohio
$739K -$1.81M -24,476 -70%
BP
1020
Ballentine Partners
Massachusetts
$735K +$205K +2,776 +36%
AC
1021
Arjuna Capital
North Carolina
$730K +$11.5K +156 +2%
FHA
1022
First Horizon Advisors
Tennessee
$730K +$33.4K +452 +5%
KTA
1023
Keeley-Teton Advisors
Illinois
$730K +$37K +500 +5%
MCA
1024
Mercer Capital Advisers
New Jersey
$730K +$40.7K +550 +6%
CWM
1025
Cabot Wealth Management
Massachusetts
$728K +$4.81K +65 +0.6%

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.