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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
LFA
1376
Landmark Financial Advisors
Kentucky
$256K
SWA
1377
Sightline Wealth Advisors
Connecticut
$256K +$1.67K +25 +0.7%
RA
1378
RFG Advisory
Alabama
$255K -$65.9K -987 -22%
PIA
1379
Perennial Investment Advisors
California
$255K -$28K -419 -11%
LI
1380
LVZ Inc
Michigan
$254K +$233K +3,488 New
BIAS
1381
Beacon Investment Advisory Services
New Jersey
$252K -$49.1K -735 -18%
SYBT
1382
Stock Yards Bank & Trust
Kentucky
$252K
GIA
1383
Gladstone Institutional Advisory
Florida
$251K +$231K +3,455 New
PCG
1384
Private Capital Group
Connecticut
$250K -$249K -3,728 -52%
SVWAG
1385
Sound View Wealth Advisors Group
Georgia
$250K +$134 +2 +0.1%
GC
1386
Gilbert & Cook
Iowa
$249K -$63.1K -945 -22%
JC
1387
JCSD Capital
California
$247K
HPWM
1388
Highland Private Wealth Management
Washington
$246K -$5.74K -86 -2%
RIM
1389
Reliant Investment Management
Tennessee
$245K -$117K -1,755 -34%
GPA
1390
Garrison Point Advisors
California
$245K -$11.4K -171 -5%
PB
1391
Pinnacle Bancorp
Nebraska
$244K +$25.8K +386 +13%
CWM
1392
CCG Wealth Management
California
$243K -$395K -5,921 -64%
EHWM
1393
Eads & Heald Wealth Management
Georgia
$243K -$39.1K -585 -15%
BFS
1394
Bard Financial Services
Connecticut
$243K -$28.4K -425 -11%
LFA
1395
Legacy Financial Advisors
Kentucky
$243K +$223K +3,334 New
CI
1396
Cordant Inc
Oregon
$243K +$223K +3,343 New
LOAME
1397
Lombard Odier Asset Management (Europe)
United Kingdom
$242K -$1.35M -20,247 -86%
TSS
1398
Two Sigma Securities
New York
$242K -$269K -4,024 -55%
LWCFA
1399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K -$133K -1,997 -38%
NCM
1400
Noesis Capital Mangement
Florida
$239K +$219K +3,280 New

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.