We are live on ! Find out more
C icon

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
IIC
1201
Integrated Investment Consultants
Michigan
$415K +$18.6K +252 +4%
ANTB
1202
AMG National Trust Bank
Colorado
$414K -$83.2K -1,125 -16%
JIP
1203
Jaffetilchin Investment Partners
Florida
$414K +$31.1K +420 +8%
MWC
1204
MBM Wealth Consultants
Missouri
$413K +$2.07K +28 +0.5%
HPCM
1205
Hunter Perkins Capital Management
Illinois
$410K -$22.2K -300 -5%
ET
1206
Equitable Trust
Tennessee
$409K -$125K -1,683 -23%
NWS
1207
Newport Wealth Strategies
California
$408K +$38.2K +516 +10%
ECM
1208
Evergreen Capital Management
Washington
$407K +$18.2K +246 +4%
JSL
1209
JT Stratford LLC
Georgia
$407K +$78.3K +1,058 +23%
PCA
1210
Personal Capital Advisors
California
$405K -$138K -1,869 -25%
MWPCG
1211
Measured Wealth Private Client Group
New Hampshire
$404K +$103K +1,397 +32%
SFFS
1212
Stonehage Fleming Financial Services
Jersey
$403K
BAM
1213
Brave Asset Management
New Jersey
$403K +$47.9K +648 +13%
ACI
1214
Alpha Cubed Investments
California
$401K -$84.9K -1,148 -17%
EWA
1215
Exencial Wealth Advisors
Oklahoma
$400K -$74.4K -1,005 -15%
1SB
1216
1ST Source Bank
Indiana
$399K -$10.9K -147 -3%
KMWM
1217
Keudell/Morrison Wealth Management
Oregon
$397K -$128K -1,726 -24%
FHC
1218
First Heartland Consultants
Missouri
$394K -$22.3K -301 -5%
PP
1219
Professional Planning
California
$394K +$413K +5,582 New
FCA
1220
FLC Capital Advisors
California
$393K +$24.9K +336 +6%
JFGIW
1221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K +$372K +5,022 +923%
BO
1222
BRR OpCo
Ohio
$392K -$10.3K -139 -2%
RIG
1223
Roosevelt Investment Group
New York
$391K -$8.21K -111 -2%
ClearBridge Investments
1224
ClearBridge Investments
New York
$389K -$172M -2,323,235 -100%
CCA
1225
Childress Capital Advisors
Texas
$387K -$55K -743 -12%

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.