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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
WSFS
1026
Wilmington Savings Fund Society
Delaware
$754K -$303K -4,534 -30%
OIA
1027
OneDigital Investment Advisors
Kansas
$754K -$14.1K -211 -2%
OWA
1028
One Wealth Advisors
California
$754K +$91.8K +1,375 +15%
TWP
1029
Tempus Wealth Planning
California
$752K -$8.95K -134 -1%
TWI
1030
Thomas White International
Illinois
$751K +$689K +10,319 New
CWM
1031
Cabot Wealth Management
Massachusetts
$744K +$5.01K +75 +0.7%
IWS
1032
Insight Wealth Strategies
California
$743K +$355K +5,313 +108%
AC
1033
Arjuna Capital
North Carolina
$741K +$390K +5,847 +135%
KJHP
1034
K.J. Harrison & Partners
Ontario, Canada
$741K +$680K +10,187 New
CBB
1035
Citizens Business Bank
California
$738K -$186K -2,779 -22%
9WM
1036
9258 Wealth Management
Ohio
$737K -$33.4K -501 -5%
TA
1037
Tiedemann Advisors
New York
$736K -$2.74K -41 -0.4%
ACM
1038
AlphaStar Capital Management
North Carolina
$736K +$675K +10,112 New
IFG
1039
Independent Financial Group
California
$733K +$103K +1,540 +18%
RHAM
1040
Round Hill Asset Management
California
$733K -$3.67K -55 -0.5%
FSA
1041
Fort Sheridan Advisors
Illinois
$733K +$137K +2,059 +26%
TW
1042
TrinityPoint Wealth
Connecticut
$732K +$34K +510 +5%
IC
1043
Inscription Capital
Texas
$731K -$55.5K -832 -8%
SKK
1044
Shepherd Kaplan Krochuk
Massachusetts
$728K -$187K -2,800 -22%
SIC
1045
Samalin Investment Counsel
New York
$728K +$32.2K +482 +5%
TU
1046
TDAM USA
Ontario, Canada
$723K +$368K +5,517 +125%
NB
1047
Northwest Bancshares
Pennsylvania
$721K +$78.7K +1,179 +14%
S
1048
SignatureFD
Georgia
$719K +$93.4K +1,399 +16%
Carson Wealth (CWM LLC)
1049
Carson Wealth (CWM LLC)
Nebraska
$718K
FHA
1050
First Horizon Advisors
Tennessee
$717K +$24.8K +372 +4%

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.