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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
SLWA
1326
San Luis Wealth Advisors
California
$309K +$300K +4,870 New
ACA
1327
Anchor Capital Advisors
Massachusetts
$307K -$55.2K -895 -16%
PWM
1328
Paulson Wealth Management
Illinois
$307K
STA
1329
Smith Thornton Advisors
Alabama
$306K +$297K +4,823 New
HIIFS
1330
Harel Insurance Investments & Financial Services
Israel
$306K +$64.2K +1,041 +27%
FZCM
1331
Flynn Zito Capital Management
New York
$306K -$44.9K -728 -13%
BTWM
1332
Brass Tax Wealth Management
Ohio
$306K +$297K +4,814 New
SIM
1333
Seaview Investment Managers
Florida
$305K -$23.2K -377 -7%
SWA
1334
Sightline Wealth Advisors
Connecticut
$305K +$2.04K +33 +0.7%
EWM
1335
EPG Wealth Management
Georgia
$305K -$298K -4,838 Closed
GFP
1336
Gryphon Financial Partners
Ohio
$305K +$29.2K +473 +11%
ZIG
1337
Zullo Investment Group
Pennsylvania
$304K +$5.8K +94 +2%
FCA
1338
FinTrust Capital Advisors
South Carolina
$304K +$16.2K +263 +6%
MFG
1339
MidWestOne Financial Group
Iowa
$300K +$3.08K +50 +1%
ABC
1340
Associated Banc-Corp
Wisconsin
$299K +$15K +243 +5%
ESB
1341
Essex Savings Bank
Connecticut
$297K -$2.84K -46 -1%
FA
1342
FDx Advisors
Illinois
$291K -$95.8K -1,553 -25%
MFG
1343
Magnus Financial Group
New York
$291K -$9.62K -156 -3%
LFG
1344
Larson Financial Group
Missouri
$290K +$118K +1,907 +71%
CCA
1345
Childress Capital Advisors
Texas
$290K +$6.78K +110 +2%
TGAM
1346
TBH Global Asset Management
Tennessee
$288K -$2.59K -42 -0.9%
RIA
1347
Richwood Investment Advisors
Ohio
$286K +$4.93K +80 +2%
TL
1348
Tradewinds LLC
North Carolina
$286K +$278K +4,507 New
ORC
1349
O'Rourke & Company
Massachusetts
$286K +$370 +6 +0.1%
SMA
1350
Sage Mountain Advisors
Georgia
$286K +$72.8K +1,181 +36%

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.