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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
CCM
1351
Check Capital Management
California
$286K
WWMSC
1352
Wagner Wealth Management (South Carolina)
South Carolina
$285K +$261K +3,916 New
MSFS
1353
Main Street Financial Solutions
Pennsylvania
$284K -$2.94K -44 -1%
HHGA
1354
Halbert Hargrove Global Advisors
California
$284K +$8.41K +126 +3%
AWA
1355
Arkadios Wealth Advisors
Georgia
$283K +$107K +1,602 +70%
SC
1356
Sepio Capital
Utah
$282K -$1.25M -18,744 -83%
AWA
1357
AmeriServ Wealth Advisors
Pennsylvania
$280K
CF
1358
Centaurus Financial
California
$278K -$30.3K -454 -11%
CA
1359
Calton & Associates
Florida
$277K -$26.7K -400 -10%
NGA
1360
Naples Global Advisors
Florida
$274K +$251K +3,766 New
MAM
1361
MMA Asset Management
Pennsylvania
$272K +$6.88K +103 +3%
BDWM
1362
Brewin Dolphin Wealth Management
Ireland
$272K -$13.4K -200 -5%
BCA
1363
Berman Capital Advisors
Georgia
$269K +$72.2K +1,081 +41%
EFM
1364
E Fund Management
China
$267K +$245K +3,669 New
AC
1365
Abbrea Capital
California
$266K -$2.34K -35 -0.9%
VLKIM
1366
Van Lanschot Kempen Investment Management
Netherlands
$264K +$29.9K +448 +14%
WMSA
1367
Weiss Multi-Strategy Advisers
New York
$263K -$2.52M -37,708 -91%
FCI
1368
Financial Counselors Inc
Kansas
$263K -$34.9K -523 -13%
PFWA
1369
Paces Ferry Wealth Advisors
Georgia
$263K +$241K +3,617 New
RM
1370
Resource Management
Louisiana
$261K -$63.2K -947 -21%
FNT
1371
First Nebraska Trust
Nebraska
$260K
PPW
1372
Parcion Private Wealth
Washington
$260K
GRP
1373
Global Retirement Partners
California
$259K +$49K +734 +26%
PFC
1374
Phocas Financial Corp
California
$259K +$237K +3,557 New
VCM
1375
Virtue Capital Management
Tennessee
$258K -$98.9K -1,481 -29%

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.