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Citigroup

1,839 hedge funds and large institutions have $89.7B invested in Citigroup in 2021 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 681 increasing their positions, 666 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 143

6% more funds holding

Funds holding: 1,7281,839 (+111)

1.37% more ownership

Funds ownership: 73.7%75.07% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 681 | Existing positions reduced: 666

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

14% less capital invested

Capital invested by funds: $105B → $89.7B (-$14.9B)

44% less call options, than puts

Call options by funds: $5.22B | Put options by funds: $9.33B

Holders
1,839
Holders Change
+111
Holders Change %
+6.42%
% of All Funds
28.3%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.91%
New
282
Increased
681
Reduced
666
Closed
143
Calls
$5.22B
Puts
$9.33B
Net Calls
-$4.11B
Net Calls Change
-$1.88B
Name Holding Trade Value Shares
Change
Change in
Stake
NW
1301
NewEdge Wealth
Pennsylvania
$361K -$94.7K -1,425 -19%
CS
1302
Capital Square
Tennessee
$361K -$76.3K -1,148 -17%
GAM
1303
Grandview Asset Management
Pennsylvania
$361K +$398K +5,980 New
DIM
1304
DC Investments Management
Virginia
$360K +$397K +5,965 New
BCP
1305
Berkeley Capital Partners
Georgia
$358K +$82.6K +1,243 +27%
TWA
1306
TCI Wealth Advisors
Arizona
$357K -$46.7K -702 -11%
PPP
1307
Private Portfolio Partners
New Jersey
$356K +$392K +5,903 New
ECM
1308
Evergreen Capital Management
Washington
$353K -$40.7K -612 -9%
AIA
1309
Angeles Investment Advisors
California
$352K +$31.3K +470 +9%
HPCM
1310
Hunter Perkins Capital Management
Illinois
$351K
LCM
1311
Lewis Capital Management
California
$351K +$387K +5,818 New
MG
1312
Mather Group
Illinois
$350K +$3.33K +50 +0.9%
SW
1313
SlateStone Wealth
Florida
$349K -$27.3K -411 -7%
FLI
1314
Family Legacy Inc
South Carolina
$348K +$45.7K +688 +15%
SFFS
1315
Stonehage Fleming Financial Services
Jersey
$346K
CAM
1316
CenterStar Asset Management
Illinois
$345K
PC
1317
Periscope Capital
Ontario, Canada
$341K +$375K +5,638 New
GAM
1318
Griffin Asset Management
New York
$339K +$121K +1,827 +48%
KP
1319
Keel Point
Alabama
$337K +$77.3K +1,163 +26%
SWM
1320
Shelton Wealth Management
Texas
$336K +$370K +5,563 New
DP
1321
DDD Partners
Washington
$334K +$368K +5,533 New
BDWM
1322
Brewin Dolphin Wealth Management
Ireland
$333K
WG
1323
Welch Group
Alabama
$332K -$598 -9 -0.2%
IWA
1324
Intercontinental Wealth Advisors
Texas
$332K +$41.2K +620 +13%
ACM
1325
Aquatic Capital Management
Illinois
$332K +$366K +5,500 New

C Hedge Fund Activity: Q4 2021 in Review

1,839 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2021, worth a combined $89.7B — down 14% from $105B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new C positions and 143 closed out — a net gain of 139 holders — while 681 added to existing stakes and 666 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.13B. The largest seller was Capital Research Global Investors, cutting an estimated $1.92B.

  • 1,839 institutional investors held Citigroup (C) as of Q4 2021, up from 1,728 in Q3 2021.
  • Funds reported $89.7B of Citigroup stock for Q4 2021, down 14% quarter-over-quarter.
  • 282 funds opened new Citigroup positions in Q4 2021 and 143 closed out, a net change of +139 holders.
  • The largest Citigroup buyer in Q4 2021 was Susquehanna International Group, an estimated $1.13B added.
  • The largest Citigroup seller in Q4 2021 was Capital Research Global Investors, an estimated $1.92B sold.

Based on aggregated 13F filings for Q4 2021.