We are live on ! Find out more
C icon

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
TI
1101
Tidal Investments
Wisconsin
$597K +$130K +1,946 +31%
TCOV
1102
Trust Company of Vermont
Vermont
$594K +$19.9K +298 +4%
GF
1103
Gries Financial
Ohio
$594K +$527K +7,893 New
AIP
1104
Almanack Investment Partners
Pennsylvania
$585K +$6.67K +100 +1%
BFA
1105
Beaumont Financial Advisors
Massachusetts
$582K -$39.1K -586 -7%
NSEDCP
1106
NJ State Employees Deferred Compensation Plan
New Jersey
$582K
WW
1107
Westshore Wealth
California
$582K +$534K +8,004 New
JF
1108
Jump Financial
Illinois
$579K +$531K +7,950 New
WB
1109
WesBanco Bank
West Virginia
$578K +$530K +7,943 New
NNP
1110
Nachman Norwood & Parrott
South Carolina
$576K +$11.7K +176 +2%
LOAMS
1111
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K +$524K +7,843 New
CA
1112
Cornerstone Advisory
Maryland
$570K +$203K +3,045 +64%
MFA
1113
Mayflower Financial Advisors
Massachusetts
$568K -$7.88K -118 -1%
FP
1114
Financial Perspectives
Minnesota
$566K +$2.71M +40,611 +7,175%
AIM
1115
Aspen Investment Management
Michigan
$565K -$801 -12 -0.2%
AF
1116
Affiance Financial
Minnesota
$565K
RCM
1117
RNC Capital Management
California
$563K -$121K -1,811 -19%
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$560K -$304K -4,548 -37%
ICG
1119
InterOcean Capital Group
Tennessee
$560K -$16.2K -242 -3%
EM
1120
Excalibur Management
Massachusetts
$559K +$53.9K +808 +12%
FNBOO
1121
First National Bank of Omaha
Nebraska
$557K +$2.8K +42 +0.6%
CFG
1122
Cooper Financial Group
California
$557K +$10.3K +154 +2%
BCM
1123
Boltwood Capital Management
California
$555K +$66.4K +995 +15%
BP
1124
Ballentine Partners
Massachusetts
$554K -$10.1K -152 -2%
PCA
1125
Personal Capital Advisors
California
$553K +$7.34K +110 +1%

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.