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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
CIM
1126
CIM Investment Management
Pennsylvania
$551K -$547K -8,194 -52%
IAMOG
1127
Investors Asset Management of Georgia
Georgia
$551K
APW
1128
Aurora Private Wealth
New Jersey
$550K -$40.3K -603 -7%
QCG
1129
Quadrant Capital Group
Ohio
$549K -$138K -2,069 -22%
OIM
1130
Orca Investment Management
Oregon
$549K
SM
1131
Southport Management
Wyoming
$546K +$501K +7,500 New
BHBT
1132
Burke & Herbert Bank & Trust
Virginia
$544K +$21.7K +325 +5%
ET
1133
Equitable Trust
Tennessee
$543K -$71.3K -1,068 -13%
IDBONY
1134
Israel Discount Bank of New York
New York
$542K -$3.6K -54 -0.7%
WA
1135
Wealth Alliance
New York
$541K -$106K -1,583 -18%
TFS
1136
Thoroughbred Financial Services
Tennessee
$541K +$133K +1,989 +36%
MWM
1137
Mission Wealth Management
California
$541K +$249K +3,723 +100%
DWM
1138
Dorchester Wealth Management
Quebec, Canada
$538K -$110K -1,650 -18%
FMLI
1139
Fukoku Mutual Life Insurance
Japan
$537K
FCH
1140
Freestone Capital Holdings
Washington
$536K -$110K -1,653 -18%
EGA
1141
Eagle Global Advisors
Texas
$535K
KMWM
1142
Keudell/Morrison Wealth Management
Oregon
$533K +$51.5K +772 +12%
LSPW
1143
Lake Street Private Wealth
Illinois
$530K +$97.2K +1,456 +25%
BSW
1144
Buckingham Strategic Wealth
Missouri
$530K +$120K +1,794 +33%
FCCM
1145
First City Capital Management
Georgia
$528K +$60.9K +913 +15%
PWM
1146
Prentice Wealth Management
New York
$528K +$484K +7,257 New
TCM
1147
Tuttle Capital Management
Connecticut
$527K +$221K +3,305 +84%
HSA
1148
HBK Sorce Advisory
Pennsylvania
$523K -$1.87K -28 -0.4%
JCM
1149
Jacobi Capital Management
Pennsylvania
$522K +$38K +570 +9%
JIC
1150
Johnson Investment Counsel
Ohio
$520K -$134K -2,014 -22%

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.