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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
CBB
1076
Citizens Business Bank
California
$621K -$101K -1,365 -13%
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$621K +$5.18K +70 +0.8%
AAP
1078
Arax Advisory Partners
Colorado
$618K +$646K +8,735 New
TIAM2
1079
Tru Independence Asset Management 2
Oregon
$615K +$643K +8,692 New
WBG
1080
Wharton Business Group
Pennsylvania
$611K +$232K +3,130 +57%
TA
1081
TruWealth Advisors
Louisiana
$609K -$74.2K -1,003 -10%
EP
1082
Eudaimonia Partners
Tennessee
$609K +$10.1K +136 +2%
HIA
1083
Harbor Investment Advisory
Maryland
$609K +$341K +4,603 +115%
LSPW
1084
Lake Street Private Wealth
Illinois
$608K +$94.6K +1,278 +18%
RFMS
1085
RWQ Financial Management Services
Florida
$607K -$1.01M -13,600 -61%
WSTAM
1086
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$24K +325 +4%
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$606K -$6.66K -90 -1%
NB
1088
Nicolet Bankshares
Wisconsin
$605K +$6.21K +84 +1%
SCA
1089
Sippican Capital Advisors
Massachusetts
$599K
TCOV
1090
Trust Company of Vermont
Vermont
$592K +$14.4K +194 +2%
CPWA
1091
Cerro Pacific Wealth Advisors
California
$592K +$619K +8,364 New
MTIM
1092
Marathon Trading Investment Management
Pennsylvania
$592K +$620K +8,374 New
BWP
1093
BSW Wealth Partners
Colorado
$589K -$26.2K -354 -4%
JCM
1094
Jacobi Capital Management
Pennsylvania
$589K +$84.8K +1,146 +16%
WANY
1095
Wealthspire Advisors (New York)
New York
$586K -$966K -13,050 -61%
IWM
1096
IHT Wealth Management
Illinois
$586K -$84.2K -1,138 -12%
LFF
1097
Level Four Financial
Texas
$584K +$195K +2,642 +47%
WB
1098
WesBanco Bank
West Virginia
$581K +$20.3K +275 +3%
WW
1099
Westshore Wealth
California
$578K +$12.5K +169 +2%
SIC
1100
Samalin Investment Counsel
New York
$576K -$138K -1,871 -19%

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.