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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
1WA
1026
180 Wealth Advisors
Washington
$726K -$3.77K -51 -0.5%
HCP
1027
Holt Capital Partners
Texas
$723K +$375K +5,075 +99%
TA
1028
Tiedemann Advisors
New York
$722K +$6.36K +86 +0.9%
Carson Wealth (CWM LLC)
1029
Carson Wealth (CWM LLC)
Nebraska
$718K
PCM
1030
Prelude Capital Management
New York
$716K +$749K +10,118 New
FSA
1031
Fort Sheridan Advisors
Illinois
$715K +$2K +27 +0.3%
NSIM
1032
North Star Investment Management
Illinois
$715K +$76.8K +1,038 +11%
IWP
1033
Icon Wealth Partners
Texas
$715K +$135K +1,828 +22%
9WM
1034
9258 Wealth Management
Ohio
$714K -$2.52K -34 -0.3%
RHAM
1035
Round Hill Asset Management
California
$713K
SCC
1036
Second Curve Capital
Pennsylvania
$708K +$740K +10,000 New
LSAG
1037
Lake Street Advisors Group
New Hampshire
$707K -$2K -27 -0.3%
NB
1038
Northwest Bancshares
Pennsylvania
$704K +$3.77K +51 +0.5%
MS
1039
Maven Securities
Jersey
$702K -$338K -4,574 -32%
FHB
1040
First Hawaiian Bank
Hawaii
$702K -$191K -2,575 -21%
IWS
1041
Insight Wealth Strategies
California
$697K -$27.4K -371 -4%
FFN
1042
Focus Financial Network
Minnesota
$697K +$24.5K +331 +3%
AF
1043
Advisornet Financial
Minnesota
$693K +$3.77K +51 +0.5%
OCM
1044
Orion Capital Management
California
$692K +$22.2K +300 +3%
IFG
1045
Independent Financial Group
California
$692K -$22.2K -300 -3%
TPWA
1046
TRUE Private Wealth Advisors
Oregon
$689K -$59.1K -799 -8%
AA
1047
Ancora Advisors
Ohio
$685K -$1.18K -16 -0.2%
V
1048
VeraBank
Texas
$683K +$22.2K +300 +3%
NCM
1049
Narwhal Capital Management
Georgia
$674K +$16.1K +217 +2%
AFC
1050
AFT Forsyth & Company
Florida
$671K

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.