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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
WP
1351
WealthSource Partners
California
$313K +$5.25K +79 +2%
GVAG
1352
Great Valley Advisor Group
Delaware
$312K -$91K -1,368 -22%
LF
1353
Lantz Financial
Illinois
$312K
CFA
1354
Compass Financial Advisors
Indiana
$311K +$342K +5,150 New
HA
1355
HFG Advisors
Ohio
$311K +$343K +5,156 New
WA
1356
WBH Advisory
Maryland
$310K +$199 +3 +0.1%
CCMG
1357
Clark Capital Management Group
Pennsylvania
$310K +$465 +7 +0.1%
RIG
1358
Roosevelt Investment Group
New York
$310K +$864 +13 +0.3%
DAS
1359
Dynamic Advisor Solutions
Arizona
$308K -$5.58K -84 -2%
XSC
1360
X-Square Capital
Puerto Rico
$308K +$864 +13 +0.3%
MW
1361
Marcum Wealth
Ohio
$307K -$122K -1,839 -27%
BO
1362
BRR OpCo
Ohio
$307K -$27.1K -407 -7%
AIA
1363
Affinity Investment Advisors
California
$307K +$11.4K +172 +4%
MWPCG
1364
Measured Wealth Private Client Group
New Hampshire
$307K +$13.4K +202 +4%
SP
1365
Successful Portfolios
Florida
$306K
HDIM
1366
Hanson & Doremus Investment Management
Vermont
$306K +$16.8K +252 +5%
ESB
1367
Essex Savings Bank
Connecticut
$306K +$26.6K +400 +9%
AR
1368
Apeiron RIA
Texas
$306K +$337K +5,072 New
LCP
1369
Legacy Capital Partners
Wisconsin
$305K +$336K +5,050 New
NB
1370
Nicolet Bankshares
Wisconsin
$304K
WWMSC
1371
Wagner Wealth Management (South Carolina)
South Carolina
$304K +$665 +10 +0.2%
CF
1372
Clarity Financial
Texas
$304K +$2.33K +35 +0.7%
CM
1373
Caption Management
Oklahoma
$303K -$1.21M -18,200 -78%
LIM
1374
Leavell Investment Management
Alabama
$303K -$106K -1,595 -24%
GJIC
1375
Gamble Jones Investment Counsel
California
$303K

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.