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Citigroup

1,708 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 742 increasing their positions, 612 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 612

7% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 131

1% less funds holding

Funds holding: 1,7191,708 (-11)

1.09% less ownership

Funds ownership: 75.93%74.83% (-1.1%)

5% less capital invested

Capital invested by funds: $115B → $109B (-$5.81B)

23% less funds holding in top 10

Funds holding in top 10: 9170 (-21)

36% less call options, than puts

Call options by funds: $4.47B | Put options by funds: $7.03B

Holders
1,708
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.73%
Holding in Top 10
70
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.08%
% of All Funds
1.22%
New
140
Increased
742
Reduced
612
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
1351
First Dallas Securities
Texas
$274K +$287K +3,875 New
AWA
1352
AmeriServ Wealth Advisors
Pennsylvania
$273K
PFC
1353
Phocas Financial Corp
California
$272K +$22.2K +300 +8%
PCG
1354
Private Capital Group
Connecticut
$268K +$25.9K +350 +10%
GAM
1355
Griffin Asset Management
New York
$267K -$40.2K -543 -13%
RDWM
1356
Red Door Wealth Management
Tennessee
$267K +$279K +3,774 New
CWG
1357
Cornerstone Wealth Group
North Carolina
$266K -$7.16M -96,711 -96%
SC
1358
Sepio Capital
Utah
$266K -$9.25K -125 -3%
NGA
1359
Naples Global Advisors
Florida
$266K
HPWM
1360
Highland Private Wealth Management
Washington
$266K +$27.5K +372 +11%
LI
1361
Lafayette Investments
Maryland
$266K +$278K +3,761 New
LI
1362
LVZ Inc
Michigan
$265K +$19.3K +261 +7%
SFO
1363
Stokes Family Office
Louisiana
$265K +$52.9K +715 +24%
ARTA
1364
A.R.T. Advisors
New York
$264K -$695K -9,400 -72%
NEIRG
1365
New England Investment & Retirement Group
Massachusetts
$264K +$276K +3,729 New
Q
1366
QVR
California
$262K +$233K +3,148 +573%
PB
1367
Pinnacle Bancorp
Nebraska
$261K +$24.9K +337 +10%
1832 Asset Management
1368
1832 Asset Management
Ontario, Canada
$259K -$43.4K -587 -14%
GCM
1369
Gables Capital Management
Florida
$258K -$338K -4,572 -56%
BW
1370
Bison Wealth
Georgia
$258K -$202K -2,736 -43%
LFA
1371
Landmark Financial Advisors
Kentucky
$257K +$7.92K +107 +3%
CL
1372
CPWM LLC
Washington
$256K -$1.23M -16,629 -82%
PFWA
1373
Paces Ferry Wealth Advisors
Georgia
$256K +$222 +3 +0.1%
BAIA
1374
Bel Air Investment Advisors
California
$254K -$528K -7,137 -67%
BFS
1375
Bard Financial Services
Connecticut
$254K +$18.5K +250 +7%

C Hedge Fund Activity: Q2 2021 in Review

1,708 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2021, worth a combined $109B — down 5.1% from $115B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new C positions and 131 closed out — a net gain of 9 holders — while 742 added to existing stakes and 612 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $440M. The largest seller was Capital Research Global Investors, cutting an estimated $542M.

  • 1,708 institutional investors held Citigroup (C) as of Q2 2021, down from 1,719 in Q1 2021.
  • Funds reported $109B of Citigroup stock for Q2 2021, down 5.1% quarter-over-quarter.
  • 140 funds opened new Citigroup positions in Q2 2021 and 131 closed out, a net change of +9 holders.
  • The largest Citigroup buyer in Q2 2021 was Goldman Sachs, an estimated $440M added.
  • The largest Citigroup seller in Q2 2021 was Capital Research Global Investors, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2021.