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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
FLPIM
1226
F.L. Putnam Investment Management
Massachusetts
$394K +$15K +225 +4%
JWM
1227
Jeppson Wealth Management
California
$392K +$3.07K +46 +0.9%
OC
1228
Oakworth Capital
Alabama
$392K +$100K +1,501 +39%
SOW
1229
State of Wyoming
Wyoming
$392K +$360K +5,392 New
ADL
1230
Asset Dedication LLC
California
$391K -$143K -2,136 -28%
CFD
1231
Creative Financial Designs
Indiana
$391K +$1.67K +25 +0.5%
HBT
1232
Heartland Bank & Trust
Illinois
$389K -$30.4K -456 -8%
CCMG
1233
Clark Capital Management Group
Pennsylvania
$388K +$27K +404 +8%
NDSI
1234
Newman Dignan & Sheerar Inc
Rhode Island
$385K -$7.81K -117 -2%
FNC
1235
First National Corp
Massachusetts
$385K +$9.61K +144 +3%
CAM
1236
Costello Asset Management
Pennsylvania
$385K +$12.1K +181 +4%
NWS
1237
Newport Wealth Strategies
California
$382K +$351K +5,255 New
TFO
1238
Tarbox Family Office
California
$381K
LC
1239
Lindbrook Capital
California
$379K +$15.3K +229 +5%
FCA
1240
FLC Capital Advisors
California
$379K +$66.8K +1,000 +24%
AIC
1241
Ameritas Investment Company
Nebraska
$377K -$236K -3,538 -41%
HDIM
1242
Hanson & Doremus Investment Management
Vermont
$377K -$116K -1,734 -25%
OIA
1243
Optimum Investment Advisors
Illinois
$377K
GWCM
1244
Godshalk Welsh Capital Management
Pennsylvania
$376K
RCM
1245
Requisite Capital Management
Texas
$375K +$344K +5,151 New
HCP
1246
Holt Capital Partners
Texas
$374K +$343K +5,145 New
AWM
1247
Apollon Wealth Management
South Carolina
$371K +$341K +5,105 New
JWM
1248
Jupiter Wealth Management
Colorado
$369K
WA
1249
WBH Advisory
Maryland
$369K +$401 +6 +0.1%
BWM
1250
Bulltick Wealth Management
Florida
$369K +$60.5K +907 +22%

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.