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Citigroup

1,782 hedge funds and large institutions have $88.5B invested in Citigroup in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 738 increasing their positions, 635 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 128

16% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 635

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

1% more capital invested

Capital invested by funds: $87.3B → $88.5B (+$1.21B)

0.82% more ownership

Funds ownership: 72.35%73.16% (+0.82%)

0% more funds holding

Funds holding: 1,7741,782 (+8)

8% less call options, than puts

Call options by funds: $6.14B | Put options by funds: $6.69B

Holders
1,782
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
25.74%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
0.9%
New
163
Increased
738
Reduced
635
Closed
128
Calls
$6.14B
Puts
$6.69B
Net Calls
-$545M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1051
Philadelphia Trust Company
Pennsylvania
$648K +$629K +10,207 New
CGL
1052
Clarius Group LLC
Washington
$648K -$15.8K -256 -2%
MAWA
1053
Moss Adams Wealth Advisors
Washington
$644K +$52.8K +857 +9%
JPWM
1054
Jamison Private Wealth Management
Georgia
$641K +$88.8K +1,441 +17%
JWCA
1055
J.W. Cole Advisors
Florida
$637K -$252K -4,095 -29%
RPC
1056
Rossmore Private Capital
Connecticut
$637K -$126K -2,045 -17%
NB
1057
NBT Bank
New York
$636K -$43.3K -702 -7%
EC
1058
EJF Capital
Virginia
$635K
HA
1059
Herold Advisors
New York
$634K
WWM
1060
Western Wealth Management
Colorado
$633K +$23.5K +381 +4%
TPWM
1061
Twelve Points Wealth Management
Massachusetts
$626K +$52K +844 +9%
DAS
1062
Diversify Advisory Services
Utah
$626K -$426K -6,904 -42%
AWM
1063
Accurate Wealth Management
Florida
$624K +$317K +5,138 +116%
TWP
1064
Tyche Wealth Partners
Texas
$623K +$49.3K +800 +9%
TWM
1065
Thrive Wealth Management
Pennsylvania
$618K +$22.2K +360 +4%
BCM
1066
Becker Capital Management
Oregon
$613K -$19.7K -320 -3%
MIM
1067
Marco Investment Management
Georgia
$611K +$3.39K +55 +0.6%
FW
1068
FullCircle Wealth
Texas
$611K +$592K +9,595 New
RPCONE
1069
Retirement Planning Company of New England
Rhode Island
$611K +$5.55K +90 +0.9%
FMLI
1070
Fukoku Mutual Life Insurance
Japan
$609K -$9.25K -150 -2%
SPA
1071
Sherbrooke Park Advisers
New York
$606K +$188K +3,047 +47%
WE
1072
Wealth Effects
Massachusetts
$603K +$80.2K +1,300 +16%
WWMSC
1073
Wagner Wealth Management (South Carolina)
South Carolina
$598K +$80.3K +1,303 +16%
PP
1074
Paloma Partners
Connecticut
$597K -$2.21M -35,814 -79%
KCM
1075
Kathmere Capital Management
Pennsylvania
$593K +$21.4K +347 +4%

C Hedge Fund Activity: Q2 2024 in Review

1,782 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2024, worth a combined $88.5B — up 1.4% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new C positions and 128 closed out — a net gain of 35 holders — while 738 added to existing stakes and 635 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $267M. The largest seller was Barclays, cutting an estimated $339M.

  • 1,782 institutional investors held Citigroup (C) as of Q2 2024, up from 1,774 in Q1 2024.
  • Funds reported $88.5B of Citigroup stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 163 funds opened new Citigroup positions in Q2 2024 and 128 closed out, a net change of +35 holders.
  • The largest Citigroup buyer in Q2 2024 was Swedbank, an estimated $267M added.
  • The largest Citigroup seller in Q2 2024 was Barclays, an estimated $339M sold.

Based on aggregated 13F filings for Q2 2024.