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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
ESCM
1101
Echo Street Capital Management
New York
$574K +$601K +8,118 New
EP
1102
Elkhorn Partners
Nebraska
$573K -$59.2K -800 -9%
IAMOG
1103
Investors Asset Management of Georgia
Georgia
$571K +$36.3K +490 +6%
PAM
1104
Paradigm Asset Management
New York
$566K -$37K -500 -6%
NSEDCP
1105
NJ State Employees Deferred Compensation Plan
New Jersey
$566K
NNP
1106
Nachman Norwood & Parrott
South Carolina
$565K +$4.59K +62 +0.8%
FNBOO
1107
First National Bank of Omaha
Nebraska
$557K
MFA
1108
Mayflower Financial Advisors
Massachusetts
$554K +$1.92K +26 +0.3%
AF
1109
Affiance Financial
Minnesota
$550K
AIM
1110
Aspen Investment Management
Michigan
$550K
BCM
1111
Boltwood Capital Management
California
$550K +$10.4K +140 +2%
IBOK
1112
Independence Bank of Kentucky
Kentucky
$549K -$39.4K -533 -6%
ADL
1113
Asset Dedication LLC
California
$547K +$173K +2,332 +43%
BFA
1114
Beaumont Financial Advisors
Massachusetts
$546K -$20.8K -281 -4%
WA
1115
Waverly Advisors
Alabama
$546K +$248K +3,357 +82%
FCCM
1116
First City Capital Management
Georgia
$545K +$18K +243 +3%
PA
1117
Parallel Advisors
California
$545K +$116K +1,569 +26%
EGA
1118
Eagle Global Advisors
Texas
$544K +$25.5K +345 +5%
PBO
1119
Peoples Bank (Ohio)
Ohio
$544K +$79.6K +1,076 +16%
GF
1120
Gries Financial
Ohio
$540K -$1.18K -16 -0.2%
APW
1121
Aurora Private Wealth
New Jersey
$540K +$4.81K +65 +0.9%
FC
1122
Fulcrum Capital
Washington
$539K +$563K +7,614 New
TFCP
1123
Twin Focus Capital Partners
Massachusetts
$537K +$88K +1,189 +19%
CFG
1124
Cooper Financial Group
California
$536K -$6.14K -83 -1%
LC
1125
LCNB Corp
Ohio
$536K +$137K +1,850 +32%

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.