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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
WT
1251
Washington Trust
Rhode Island
$358K +$2K +27 +0.5%
SP
1252
Successful Portfolios
Florida
$358K +$7.4K +100 +2%
XSC
1253
X-Square Capital
Puerto Rico
$357K +$46.8K +632 +14%
FAIM
1254
Financial Advocates Investment Management
Washington
$355K -$103K -1,394 -22%
CF
1255
Clarity Financial
Texas
$354K -$159K -2,146 -30%
HA
1256
Harbor Advisors
Florida
$354K
ICA
1257
Infrastructure Capital Advisors
New York
$354K +$370K +5,001 New
GWCM
1258
Godshalk Welsh Capital Management
Pennsylvania
$353K +$7.4K +100 +2%
ACS
1259
Archford Capital Strategies
Illinois
$353K +$369K +4,993 New
OIA
1260
Optimum Investment Advisors
Illinois
$352K -$14.8K -200 -4%
AWM
1261
Apollon Wealth Management
South Carolina
$352K -$9.62K -130 -3%
AIA
1262
Affinity Investment Advisors
California
$351K
LC
1263
Lindbrook Capital
California
$349K -$20.7K -280 -5%
VCM
1264
Virtue Capital Management
Tennessee
$349K +$103K +1,393 +39%
WCM
1265
Whitener Capital Management
North Carolina
$348K
WA
1266
WBH Advisory
Maryland
$348K +$4K +54 +1%
BCA
1267
Berman Capital Advisors
Georgia
$348K +$90.2K +1,219 +33%
NCP
1268
NexWave Capital Partners
New York
$346K -$44.8K -605 -11%
FCFC
1269
First Citizens Financial Corp
Iowa
$346K
WG
1270
Welch Group
Alabama
$346K +$7.03K +95 +2%
VCM
1271
Violich Capital Management
California
$346K +$146K +1,980 +68%
RCM
1272
RNC Capital Management
California
$343K -$214K -2,893 -37%
HBT
1273
Heartland Bank & Trust
Illinois
$340K -$39.4K -533 -10%
CI
1274
CX Institutional
Indiana
$339K +$18.3K +247 +5%
EWM
1275
Endurance Wealth Management
Rhode Island
$338K +$27.7K +375 +8%

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.