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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
KA
1051
Kovack Advisors
Florida
$670K +$14.9K +202 +2%
HSA
1052
HBK Sorce Advisory
Pennsylvania
$670K +$168K +2,271 +32%
KIA
1053
KCM Investment Advisors
California
$668K +$19.7K +266 +3%
SAM
1054
Seelaus Asset Management
New Jersey
$666K +$17K +230 +3%
NL
1055
NWAM LLC
Washington
$663K -$75.8K -1,025 -10%
IIM
1056
Ironwood Investment Management
Massachusetts
$663K
SFA
1057
Sequoia Financial Advisors
Ohio
$659K +$37.3K +504 +6%
CL
1058
CSS LLC
Illinois
$658K
RVPG
1059
Relative Value Partners Group
$657K +$15.5K +210 +2%
WA
1060
Wealth Alliance
New York
$654K +$134K +1,806 +24%
EAM
1061
Erste Asset Management
Austria
$647K +$316K +4,272 +85%
PMAS
1062
PNC Managed Account Solutions
Texas
$646K +$675K +9,129 New
RPCA
1063
Running Point Capital Advisors
California
$645K -$93.2K -1,259 -12%
CFGS
1064
Concourse Financial Group Securities
Alabama
$643K +$57.3K +774 +9%
CCM
1065
Coldstream Capital Management
Washington
$641K +$152K +2,061 +29%
BC
1066
Bridgefront Capital
Texas
$638K -$307K -4,152 -32%
SKK
1067
Shepherd Kaplan Krochuk
Massachusetts
$637K -$74K -1,000 -10%
PWPS
1068
Pinnacle Wealth Planning Services
Ohio
$632K +$3.63K +49 +0.6%
EM
1069
Excalibur Management
Massachusetts
$632K +$92.8K +1,254 +16%
HCM
1070
Hodges Capital Management
Texas
$630K +$332K +4,493 +102%
FFA
1071
Founders Financial Alliance
North Carolina
$628K +$35.8K +484 +6%
TU
1072
TDAM USA
Ontario, Canada
$627K -$49.5K -669 -7%
CA
1073
Clearstead Advisors
Ohio
$627K -$4.88K -66 -0.7%
IA
1074
IFG Advisors
Missouri
$626K +$4.14K +56 +0.6%
SS
1075
Simplicity Solutions
Minnesota
$625K +$186K +2,510 +40%

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.