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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
KTA
1051
Keeley-Teton Advisors
Illinois
$714K -$76K -1,138 -10%
MCA
1052
Mercer Capital Advisers
New Jersey
$711K +$95.5K +1,430 +17%
MCM
1053
Monument Capital Management
Virginia
$710K +$652K +9,765 New
AF
1054
Advisornet Financial
Minnesota
$709K +$69.4K +1,040 +12%
KPW
1055
Kore Private Wealth
New York
$706K -$149K -2,228 -19%
AA
1056
Ancora Advisors
Ohio
$706K -$8.21K -123 -1%
GA
1057
GFS Advisors
Texas
$700K
TA
1058
TruWealth Advisors
Louisiana
$699K -$69.6K -1,042 -10%
SA
1059
Springowl Associates
New York
$698K +$267K +4,000 +71%
LSAG
1060
Lake Street Advisors Group
New Hampshire
$696K +$5.81K +87 +0.9%
BFEC
1061
Benjamin F. Edwards & Company
Missouri
$695K +$8.41K +126 +1%
FFN
1062
Focus Financial Network
Minnesota
$693K +$635K +9,520 New
AFC
1063
AFT Forsyth & Company
Florida
$690K
OCM
1064
Orion Capital Management
California
$690K
IWM
1065
IHT Wealth Management
Illinois
$685K -$288K -4,307 -31%
IIM
1066
Ironwood Investment Management
Massachusetts
$682K -$3.87K -58 -0.6%
V
1067
VeraBank
Texas
$680K -$27.4K -410 -4%
NCM
1068
Narwhal Capital Management
Georgia
$677K -$989K -14,820 -61%
CL
1069
CSS LLC
Illinois
$677K
KA
1070
Kovack Advisors
Florida
$675K -$18.8K -281 -3%
MBT
1071
Montecito Bank & Trust
California
$672K +$16.6K +248 +3%
SAM
1072
Seelaus Asset Management
New Jersey
$668K +$61.5K +921 +11%
KIA
1073
KCM Investment Advisors
California
$668K +$81.1K +1,215 +15%
RVPG
1074
Relative Value Partners Group
$660K
NSIM
1075
North Star Investment Management
Illinois
$660K +$32.6K +488 +6%

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.