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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
WW
1176
Waterfront Wealth
Kansas
$475K +$67 +1 +0%
PCS
1177
Personal CFO Solutions
New Jersey
$475K +$87.2K +1,306 +25%
LAM
1178
Lingohr Asset Management
Germany
$473K +$434K +6,500 New
GSIS
1179
Global Strategic Investment Solutions
Arizona
$471K +$432K +6,470 New
CFA
1180
Carroll Financial Associates
North Carolina
$470K +$62.3K +934 +17%
CS
1181
Capital Square
Tennessee
$469K +$8.08K +121 +2%
XWM
1182
Xcel Wealth Management
Florida
$468K +$39.3K +588 +10%
FAIM
1183
Financial Advocates Investment Management
Washington
$467K -$13.1K -196 -3%
TFCP
1184
Twin Focus Capital Partners
Massachusetts
$466K
BW
1185
Bison Wealth
Georgia
$464K -$46.1K -690 -10%
BG
1186
Bahl & Gaynor
Ohio
$462K -$50.3K -753 -11%
AA
1187
Apriem Advisors
California
$461K -$81.6K -1,222 -16%
SS
1188
Simplicity Solutions
Minnesota
$460K -$7.48M -112,100 -95%
BOPW
1189
Brandywine Oak Private Wealth
Pennsylvania
$458K +$2.4K +36 +0.6%
GSWM
1190
Golden State Wealth Management
California
$454K -$121K -1,806 -22%
CCA
1191
Childress Capital Advisors
Texas
$452K +$190K +2,845 +84%
LDFR
1192
Lehman & Derafelo Financial Resources
Pennsylvania
$450K +$134 +2 +0%
PBT
1193
Pictet Bank & Trust
Bahamas
$449K
PA
1194
Parallel Advisors
California
$447K +$59.1K +885 +17%
HPCM
1195
Hunter Perkins Capital Management
Illinois
$444K -$60.2K -902 -13%
STA
1196
Summit Trail Advisors
New York
$442K +$47.7K +714 +13%
CPA
1197
Court Place Advisors
Maryland
$436K
PFO
1198
Pathstone Family Office
New Jersey
$435K +$296K +4,437 +288%
RFN
1199
RDA Financial Network
Iowa
$430K +$7.34K +110 +2%
FHC
1200
First Heartland Consultants
Missouri
$427K +$2K +30 +0.5%

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.