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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
PCM
1126
Perritt Capital Management
Illinois
$534K +$69.1K +934 +14%
JWM
1127
Jupiter Wealth Management
Colorado
$533K +$185K +2,500 +50%
EGM
1128
Engineers Gate Manager
New York
$532K -$834K -11,270 -60%
BHBT
1129
Burke & Herbert Bank & Trust
Virginia
$529K
SOW
1130
State of Wyoming
Wyoming
$529K +$154K +2,085 +39%
WDC
1131
Woodward Diversified Capital
California
$526K +$202K +2,732 +58%
IA
1132
Insight Advisors
Pennsylvania
$525K +$70.9K +958 +14%
PFO
1133
Pathstone Family Office
New Jersey
$519K +$101K +1,359 +23%
CWM
1134
Cornerstone Wealth Management
Missouri
$515K +$27.4K +370 +5%
DWM
1135
Dorchester Wealth Management
Quebec, Canada
$511K -$12.9K -175 -2%
SCM
1136
Southport Capital Management
Tennessee
$510K +$534K +7,212 New
KFA
1137
Kelleher Financial Advisors
New York
$509K -$481K -6,500 -47%
PFS
1138
Prospera Financial Services
Texas
$508K -$97.5K -1,318 -16%
ABC
1139
Associated Banc-Corp
Wisconsin
$504K -$380K -5,140 -42%
PWM
1140
Prentice Wealth Management
New York
$504K -$9.62K -130 -2%
CANY
1141
Caxton Associates (New York)
New York
$502K +$525K +7,090 New
STA
1142
Summit Trail Advisors
New York
$500K +$73.6K +995 +16%
CT
1143
Clearstead Trust
Maine
$499K
AIP
1144
Almanack Investment Partners
Pennsylvania
$496K -$75.8K -1,024 -13%
QCG
1145
Quadrant Capital Group
Ohio
$496K -$39.7K -537 -7%
ICG
1146
InterOcean Capital Group
Tennessee
$495K -$51.8K -700 -9%
AG
1147
AIA Group
Hong Kong
$495K +$563K +7,603 New
JIC
1148
Johnson Investment Counsel
Ohio
$493K -$13.3K -180 -3%
PCS
1149
Personal CFO Solutions
New Jersey
$492K +$30.9K +418 +6%
MG
1150
Mather Group
Illinois
$490K +$1.55K +21 +0.3%

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.