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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
FRM
1301
Fox Run Management
Connecticut
$328K +$301K +4,504 New
AFM
1302
Abbot Financial Management
Massachusetts
$327K
CBT
1303
CoreFirst Bank & Trust
Kansas
$327K
GWM
1304
Gitterman Wealth Management
New Jersey
$327K +$300K +4,493 New
CP
1305
Camelot Portfolios
Ohio
$326K -$482K -7,227 -62%
CWP
1306
CFM Wealth Partners
Texas
$326K -$68.4K -1,025 -19%
PNC
1307
Park National Corp
Ohio
$326K -$10K -150 -3%
RI
1308
Ridgewood Investments
New Jersey
$322K +$295K +4,421 New
HCM
1309
Hodges Capital Management
Texas
$321K -$30.4K -455 -9%
ST
1310
Smithfield Trust
Pennsylvania
$321K
EWM
1311
Endurance Wealth Management
Rhode Island
$321K +$10K +150 +4%
XSC
1312
X-Square Capital
Puerto Rico
$321K +$57.5K +862 +24%
GEA
1313
Glen Eagle Advisors
New Jersey
$321K +$868 +13 +0.3%
EWM
1314
EPG Wealth Management
Georgia
$319K +$74K +1,108 +34%
LIM
1315
Leavell Investment Management
Alabama
$319K +$293K +4,391 New
AWM
1316
AllSquare Wealth Management
New York
$318K +$107K +1,600 +58%
CGH
1317
CMG Global Holdings
Texas
$318K +$292K +4,376 New
ZB
1318
Zions Bancorporation
Utah
$317K -$4.81K -72 -2%
TFS
1319
TrustCore Financial Services
Tennessee
$316K +$31.2K +468 +12%
CSA
1320
Cottage Street Advisors
Massachusetts
$315K +$67 +1 +0%
GAM
1321
Griffin Asset Management
New York
$314K +$38.9K +583 +16%
MWPCG
1322
Measured Wealth Private Client Group
New Hampshire
$314K +$288K +4,311 New
AI
1323
AXS Investments
New York
$314K +$289K +4,322 New
AWMT
1324
AAFMAA Wealth Management & Trust
North Carolina
$313K -$3.05M -45,690 -91%
WA
1325
Waverly Advisors
Alabama
$313K +$274K +4,111 New

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.