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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
SAM
1151
SP Asset Management
California
$488K +$3.4K +46 +0.6%
BJL
1152
Brighton Jones LLC
Washington
$487K +$80.1K +1,082 +19%
MW
1153
Marcum Wealth
Ohio
$483K -$2K -27 -0.4%
NW
1154
NewEdge Wealth
Pennsylvania
$481K +$281K +3,803 +127%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$480K -$44.4K -600 -8%
HA
1156
HYA Advisors
Missouri
$479K -$5.99K -81 -1%
KPW
1157
Kore Private Wealth
New York
$478K -$219K -2,954 -30%
SIM
1158
Sentry Investment Management
Wisconsin
$474K -$558K -7,536 -53%
GA
1159
Geller Advisors
New York
$474K -$21.9K -296 -4%
FFA
1160
First Foundation Advisors
California
$474K +$73.5K +993 +17%
MWM
1161
Mission Wealth Management
California
$473K -$55.9K -756 -10%
AFP
1162
Ausdal Financial Partners
Iowa
$473K +$123K +1,656 +33%
SCA
1163
Stillwater Capital Advisors
Pennsylvania
$470K -$461K -6,232 -48%
LJAC
1164
L.J. Altfest & Co
New York
$468K -$4.81K -65 -1%
GIA
1165
Gladstone Institutional Advisory
Florida
$468K +$234K +3,159 +91%
EN1L
1166
Engine No 1 LLC
California
$467K +$488K +6,602 New
CCWA
1167
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$465K +$487K +6,576 New
PAMP
1168
Polar Asset Management Partners
Ontario, Canada
$463K +$484K +6,541 New
GSIS
1169
Global Strategic Investment Solutions
Arizona
$461K +$3.03K +41 +0.6%
LAM
1170
Lingohr Asset Management
Germany
$460K
WW
1171
Waterfront Wealth
Kansas
$460K +$74 +1 +0%
GG
1172
Golden Green
South Carolina
$459K -$5.11K -69 -1%
JF
1173
Jump Financial
Illinois
$458K -$109K -1,470 -18%
GM
1174
GeoWealth Management
Illinois
$457K +$70.4K +951 +17%
TWA
1175
TCI Wealth Advisors
Arizona
$456K +$347K +4,694 +268%

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.