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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
FB
1276
First Bancorp
Maine
$350K +$321K +4,812 New
GAM
1277
Grandview Asset Management
Pennsylvania
$349K +$31.2K +467 +11%
WG
1278
Welch Group
Alabama
$349K +$320K +4,791 New
PCP
1279
Proficio Capital Partners
Massachusetts
$348K +$59.3K +888 +23%
CT
1280
Cambridge Trust
Massachusetts
$348K +$319K +4,785 New
HFM
1281
Hartford Financial Management
Connecticut
$347K -$5.27K -79 -2%
SC
1282
Steph & Co
Wisconsin
$347K +$16.6K +249 +6%
DAS
1283
Dynamic Advisor Solutions
Arizona
$346K -$9.41K -141 -3%
GW
1284
GW & Wade
Massachusetts
$346K +$18.6K +279 +6%
BCP
1285
Berkeley Capital Partners
Georgia
$345K +$13.7K +205 +5%
BWM
1286
Buckley Wealth Management
Nevada
$343K
SGI
1287
Summit Global Investments
Utah
$343K +$20.1K +301 +7%
JSL
1288
JT Stratford LLC
Georgia
$342K +$28K +420 +10%
WDC
1289
Woodward Diversified Capital
California
$342K +$60.5K +906 +24%
SCG
1290
Sonata Capital Group
Washington
$341K -$18.8K -281 -6%
SAMT
1291
Select Asset Management & Trust
Pennsylvania
$339K +$311K +4,653 New
PFGIA
1292
Patriot Financial Group Insurance Agency
Massachusetts
$338K +$30K +449 +11%
WPW
1293
Waldron Private Wealth
Pennsylvania
$336K +$67 +1 +0%
BHA
1294
Beech Hill Advisors
New York
$335K +$307K +4,600 New
CWC
1295
Carolinas Wealth Consulting
North Carolina
$333K +$39.9K +598 +15%
CDH
1296
Charles D. Hyman
$331K -$12.9K -193 -4%
AP
1297
Atwood & Palmer
Missouri
$331K +$22.2K +333 +8%
CI
1298
CX Institutional
Indiana
$330K +$50.4K +755 +20%
TBNY
1299
Trustco Bank (New York)
New York
$329K -$13.4K -200 -4%
KP
1300
Keel Point
Alabama
$328K -$468K -7,017 -61%

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.