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Citigroup

1,782 hedge funds and large institutions have $88.5B invested in Citigroup in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 738 increasing their positions, 635 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 128

16% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 635

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

1% more capital invested

Capital invested by funds: $87.3B → $88.5B (+$1.21B)

0.82% more ownership

Funds ownership: 72.35%73.16% (+0.82%)

0% more funds holding

Funds holding: 1,7741,782 (+8)

8% less call options, than puts

Call options by funds: $6.14B | Put options by funds: $6.69B

Holders
1,782
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
25.74%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
0.9%
New
163
Increased
738
Reduced
635
Closed
128
Calls
$6.14B
Puts
$6.69B
Net Calls
-$545M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1301
Lynch Asset Management
Pennsylvania
$324K
MWP
1302
Madison Wealth Partners
Wisconsin
$323K +$185 +3 +0.1%
PSP
1303
Principal Street Partners
Tennessee
$322K
TA
1304
TrueWealth Advisors
Alabama
$322K +$14.7K +238 +5%
LAM
1305
LifePro Asset Management
California
$321K -$48.2K -781 -13%
MSFS
1306
Main Street Financial Solutions
Pennsylvania
$319K +$4.69K +76 +2%
LI
1307
LRI Investments
Florida
$319K +$188K +3,054 +155%
HA
1308
Harbor Advisors
Florida
$317K
BWP
1309
Balboa Wealth Partners
Arizona
$317K -$326K -5,289 -51%
AA
1310
Advisory Alpha
Michigan
$316K -$16.7K -271 -5%
OL
1311
OneFund LLC
Florida
$316K +$4.69K +76 +2%
FA
1312
Faithward Advisors
Pennsylvania
$315K -$740 -12 -0.2%
NL
1313
NVWM LLC
Pennsylvania
$315K +$305K +4,950 +26,053%
WDC
1314
Woodward Diversified Capital
California
$315K +$10.4K +168 +4%
EFG
1315
Ethos Financial Group
Pennsylvania
$315K -$1.97K -32 -0.6%
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$315K +$40.8K +662 +15%
CPA
1317
Court Place Advisors
Maryland
$314K +$305K +4,943 New
BCP
1318
Berkeley Capital Partners
Georgia
$313K +$25.5K +413 +9%
SIC
1319
Samalin Investment Counsel
New York
$313K +$19.5K +317 +7%
AAP
1320
Arax Advisory Partners
Colorado
$312K +$152K +2,467 +101%
BAM
1321
BOS Asset Management
Illinois
$312K -$17.3K -281 -5%
SSG
1322
Summit Securities Group
New York
$311K +$111K +1,800 +58%
AWM
1323
Accel Wealth Management
Iowa
$310K -$1.79K -29 -0.6%
KFGK
1324
Keystone Financial Group (Kentucky)
Kentucky
$310K -$3.27K -53 -1%
KMWM
1325
Keudell/Morrison Wealth Management
Oregon
$309K +$802 +13 +0.3%

C Hedge Fund Activity: Q2 2024 in Review

1,782 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2024, worth a combined $88.5B — up 1.4% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new C positions and 128 closed out — a net gain of 35 holders — while 738 added to existing stakes and 635 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $267M. The largest seller was Barclays, cutting an estimated $339M.

  • 1,782 institutional investors held Citigroup (C) as of Q2 2024, up from 1,774 in Q1 2024.
  • Funds reported $88.5B of Citigroup stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 163 funds opened new Citigroup positions in Q2 2024 and 128 closed out, a net change of +35 holders.
  • The largest Citigroup buyer in Q2 2024 was Swedbank, an estimated $267M added.
  • The largest Citigroup seller in Q2 2024 was Barclays, an estimated $339M sold.

Based on aggregated 13F filings for Q2 2024.