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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
HFM
1276
Hartford Financial Management
Connecticut
$337K
WPW
1277
Waldron Private Wealth
Pennsylvania
$336K +$9.18K +124 +3%
AWM
1278
AllSquare Wealth Management
New York
$334K +$25.9K +350 +8%
CAM
1279
Costello Asset Management
Pennsylvania
$333K -$43.9K -594 -11%
PFPT
1280
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K -$2.75M -37,107 -89%
GW
1281
GW & Wade
Massachusetts
$332K -$5.18K -70 -1%
SCG
1282
Sonata Capital Group
Washington
$332K
PWA
1283
Pinnacle Wealth Advisors
Tennessee
$332K +$347K +4,688 New
BDWM
1284
Brewin Dolphin Wealth Management
Ireland
$331K +$69.9K +945 +25%
SGI
1285
Summit Global Investments
Utah
$331K -$2.89K -39 -0.8%
BCP
1286
Berkeley Capital Partners
Georgia
$329K -$6.66K -90 -2%
WCM
1287
Weld Capital Management
New York
$328K -$3.65M -49,265 -91%
CF
1288
Centaurus Financial
California
$327K +$59.6K +805 +21%
AIA
1289
Allied Investment Advisors
Montana
$325K -$27.7K -375 -8%
AssetMark Inc
1290
AssetMark Inc
California
$325K +$32.1K +434 +10%
CAG
1291
Csenge Advisory Group
Florida
$325K +$135K +1,819 +66%
AI
1292
AXS Investments
New York
$324K +$19.2K +259 +6%
CIS
1293
Capital International Sarl
California
$324K +$44.3K +599 +15%
PTP
1294
Platform Technology Partners
New York
$324K +$339K +4,580 New
CDH
1295
Charles D. Hyman
$322K
WP
1296
WealthSource Partners
California
$322K +$108K +1,453 +47%
BA
1297
Bridgewater Advisors
New York
$321K +$37.3K +504 +12%
ESB
1298
Essex Savings Bank
Connecticut
$321K +$301K +4,073 New
WCM
1299
Weik Capital Management
Pennsylvania
$319K -$25.9K -350 -7%
LIM
1300
Leavell Investment Management
Alabama
$319K

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.