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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
LF
1251
Lantz Financial
Illinois
$368K -$3.34K -50 -1%
FVCM
1252
F&V Capital Management
Florida
$367K -$171K -2,555 -34%
BAM
1253
Brave Asset Management
New Jersey
$367K
AFP
1254
Ausdal Financial Partners
Iowa
$366K +$85.4K +1,279 +34%
KAM
1255
Knightsbridge Asset Management
California
$366K +$336K +5,038 New
EAM
1256
Erste Asset Management
Austria
$366K
WT
1257
Washington Trust
Rhode Island
$365K -$3.07K -46 -0.9%
SIAP
1258
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K +$17.6K +264 +6%
GCIA
1259
Gabelli & Co Investment Advisers
New York
$364K -$86.8K -1,300 -21%
HA
1260
Harbor Advisors
Florida
$364K
WHG
1261
Westwood Holdings Group
Texas
$364K
AIA
1262
Allied Investment Advisors
Montana
$362K +$25K +375 +8%
AIA
1263
Affinity Investment Advisors
California
$361K -$4.27M -63,950 -93%
SP
1264
Successful Portfolios
Florida
$361K -$2K -30 -0.6%
WAS
1265
WESPAC Advisors SoCal
California
$360K
QI
1266
Qtron Investments
Massachusetts
$359K -$404K -6,054 -55%
WCM
1267
Whitener Capital Management
North Carolina
$358K -$16K -240 -5%
AWA
1268
Alta Wealth Advisors
Massachusetts
$358K +$329K +4,922 New
NAM
1269
North American Management
Massachusetts
$358K -$113K -1,700 -26%
FCFC
1270
First Citizens Financial Corp
Iowa
$356K -$5.61K -84 -2%
QAM
1271
QCI Asset Management
New York
$355K -$4.21K -63 -1%
WCM
1272
Weik Capital Management
Pennsylvania
$354K
KFC
1273
Klingenstein Fields & Co
New York
$352K +$323K +4,844 New
MA
1274
Mutual Advisors
Nebraska
$351K -$57.3K -859 -15%
MFW
1275
Meristem Family Wealth
Minnesota
$350K +$1.87K +28 +0.6%

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.