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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
SAMT
1226
Select Asset Management & Trust
Pennsylvania
$386K +$59.2K +800 +17%
CFD
1227
Creative Financial Designs
Indiana
$385K +$4.07K +55 +1%
FLPIM
1228
F.L. Putnam Investment Management
Massachusetts
$384K +$666 +9 +0.2%
CWC
1229
Carolinas Wealth Consulting
North Carolina
$384K +$62.7K +848 +19%
RIM
1230
Reliant Investment Management
Tennessee
$383K +$152K +2,050 +61%
JWM
1231
Jeppson Wealth Management
California
$382K +$1.41K +19 +0.4%
NDSI
1232
Newman Dignan & Sheerar Inc
Rhode Island
$381K +$7.47K +101 +2%
RCAG
1233
Rehmann Capital Advisory Group
Michigan
$380K -$34.8K -471 -8%
OC
1234
Oakworth Capital
Alabama
$378K -$3.77K -51 -0.9%
BAM
1235
Blueshift Asset Management
New Jersey
$377K -$4.51M -60,892 -92%
SC
1236
Steph & Co
Wisconsin
$375K +$39.7K +536 +11%
IFS
1237
Ifrah Financial Services
Arkansas
$374K -$17.8K -241 -4%
EWM
1238
EPG Wealth Management
Georgia
$374K +$66.8K +903 +21%
BFPW
1239
BOK Financial Private Wealth
Colorado
$371K +$147K +1,992 +61%
TFO
1240
Tarbox Family Office
California
$370K
SIAP
1241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$14.1K +191 +4%
CW
1242
CreativeOne Wealth
Kansas
$368K +$182K +2,455 +89%
KFC
1243
Klingenstein Fields & Co
New York
$367K +$25K +338 +7%
GSWM
1244
Golden State Wealth Management
California
$366K -$79.8K -1,078 -17%
DAS
1245
Dynamic Advisor Solutions
Arizona
$366K +$31.1K +421 +9%
CCMG
1246
Clark Capital Management Group
Pennsylvania
$363K -$15.3K -207 -4%
OR
1247
Olympiad Research
Connecticut
$362K -$104K -1,409 -22%
KAM
1248
Knightsbridge Asset Management
California
$359K +$2.44K +33 +0.7%
PA
1249
PSI Advisors
Florida
$359K +$139K +1,875 +59%
LF
1250
Lantz Financial
Illinois
$358K

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.