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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
CS
1176
Capital Square
Tennessee
$454K +$15.5K +209 +3%
CFA
1177
Carroll Financial Associates
North Carolina
$451K -$6.29K -85 -1%
BOPW
1178
Brandywine Oak Private Wealth
Pennsylvania
$447K +$2.22K +30 +0.5%
MWM
1179
Minot Wealth Management
Massachusetts
$446K +$482K +6,520 New
OIM
1180
Orca Investment Management
Oregon
$444K -$93.8K -1,268 -17%
BG
1181
Bahl & Gaynor
Ohio
$442K -$7.4K -100 -2%
AA
1182
Apriem Advisors
California
$441K -$7.33K -99 -2%
PCIA
1183
Prime Capital Investment Advisors
Kansas
$441K +$169K +2,278 +58%
WFI
1184
West Family Investments
California
$439K +$459K +6,210 New
GEA
1185
Glen Eagle Advisors
New Jersey
$439K +$133K +1,791 +41%
LDFR
1186
Lehman & Derafelo Financial Resources
Pennsylvania
$438K +$148 +2 +0%
PBT
1187
Pictet Bank & Trust
Bahamas
$436K
RFN
1188
RDA Financial Network
Iowa
$436K +$18.9K +255 +4%
RCM
1189
Requisite Capital Management
Texas
$435K +$74K +1,000 +19%
FMBTD
1190
First Midwest Bank Trust Division
Illinois
$432K +$20.3K +275 +5%
PFGIA
1191
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$106K +1,439 +31%
AF
1192
Allworth Financial
California
$429K -$39.5K -534 -8%
PCMC
1193
Private Capital Management (Colorado)
Colorado
$427K +$13.3K +180 +3%
SW
1194
SlateStone Wealth
Florida
$427K +$19.1K +258 +4%
MA
1195
Mutual Advisors
Nebraska
$426K +$88.2K +1,192 +25%
CPA
1196
Court Place Advisors
Maryland
$424K
MME
1197
Meag Munich Ergo
Germany
$424K +$444K +6,000 New
AWA
1198
Arkadios Wealth Advisors
Georgia
$422K +$154K +2,084 +54%
XWM
1199
Xcel Wealth Management
Florida
$418K -$39.6K -535 -8%
AOWM
1200
Alpha Omega Wealth Management
Virginia
$416K -$374K -5,053 -46%

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.