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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
MGIA
1076
Moneta Group Investment Advisors
Missouri
$652K +$598K +8,962 New
CA
1077
Clearstead Advisors
Ohio
$650K -$28.4K -425 -5%
EP
1078
Elkhorn Partners
Nebraska
$647K -$107K -1,600 -15%
PG
1079
Prostatis Group
Maryland
$646K +$593K +8,886 New
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$646K +$66.2K +992 +13%
SFA
1081
Sequoia Financial Advisors
Ohio
$641K +$41.1K +616 +8%
IA
1082
IFG Advisors
Missouri
$640K +$4.27K +64 +0.7%
DBIA
1083
Dumont & Blake Investment Advisors
New Jersey
$633K +$19.6K +294 +3%
BWP
1084
BSW Wealth Partners
Colorado
$632K -$105K -1,575 -15%
PFBT
1085
Parkside Financial Bank & Trust
Missouri
$630K -$48.7K -729 -8%
FFA
1086
Founders Financial Alliance
North Carolina
$627K +$175K +2,620 +46%
QT
1087
Quantbot Technologies
New York
$620K -$4.64M -69,473 -89%
PAM
1088
Paradigm Asset Management
New York
$618K -$53.4K -800 -9%
PFS
1089
Prospera Financial Services
Texas
$617K -$15.4K -230 -3%
EP
1090
Eudaimonia Partners
Tennessee
$617K +$55.5K +832 +11%
NB
1091
Nicolet Bankshares
Wisconsin
$616K -$200 -3 -0%
SCA
1092
Sippican Capital Advisors
Massachusetts
$616K +$36.9K +553 +7%
CFGS
1093
Concourse Financial Group Securities
Alabama
$605K +$101K +1,508 +22%
CCMT
1094
CMT Capital Markets Trading
Germany
$605K +$555K +8,316 New
DA
1095
Denali Advisors
California
$604K +$554K +8,300 New
IBOK
1096
Independence Bank of Kentucky
Kentucky
$603K -$66.6K -998 -11%
IWP
1097
Icon Wealth Partners
Texas
$602K -$44.9K -673 -8%
WSTAM
1098
Wilbanks Smith & Thomas Asset Management
Virginia
$600K +$39.5K +592 +8%
GCM
1099
Gables Capital Management
Florida
$598K
Fisher Asset Management
1100
Fisher Asset Management
Washington
$598K +$39.9K +598 +8%

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.