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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
SM
1401
Salzhauer Michael
$238K -$6.63M -99,257 -97%
BWCS
1402
Beirne Wealth Consulting Services
Connecticut
$238K -$1.16M -17,405 -84%
GL
1403
Graypoint LLC
New York
$237K -$2.2K -33 -1%
BFPW
1404
BOK Financial Private Wealth
Colorado
$237K +$217K +3,257 New
MWA
1405
Meridian Wealth Advisors
Texas
$236K
TAIM
1406
TD Ameritrade Investment Management
Nebraska
$236K
MFS
1407
Mirabella Financial Services
United Kingdom
$236K +$217K +3,247 New
W
1408
WealthStone
Ohio
$236K +$217K +3,248 New
NJBEST
1409
New Jersey Better Educational Savings Trust
New Jersey
$234K +$214K +3,211 New
BHC
1410
Bowen Hanes & Co
Florida
$234K +$215K +3,220 New
PCFFS
1411
Pacific Center for Financial Services
California
$232K +$211K +3,159 +10,530%
ECG
1412
Edge Capital Group
Georgia
$232K +$213K +3,190 New
PA
1413
PSI Advisors
Florida
$232K +$214K +3,202 New
VWA
1414
Visionary Wealth Advisors
Illinois
$231K -$28.2K -423 -12%
NAS
1415
Nicolet Advisory Services
Wisconsin
$231K +$212K +3,172 New
LDB
1416
Lee, Danner & Bass
Tennessee
$231K +$212K +3,175 New
YWP
1417
YorkBridge Wealth Partners
New York
$230K -$650K -9,743 -76%
CIC
1418
Crawford Investment Counsel
Georgia
$229K +$210K +3,148 New
GIA
1419
Granite Investment Advisors
New Hampshire
$227K +$209K +3,125 New
APWA
1420
Atlas Private Wealth Advisors
New Jersey
$226K -$32.2K -482 -13%
WP
1421
WealthSource Partners
California
$226K +$207K +3,103 New
TFIPS
1422
Towarzystwo Funduszy Inwestycyjnych PZU SA
$222K -$4.67K -70 -2%
WAG
1423
Winthrop Advisory Group
Massachusetts
$222K +$203K +3,046 New
AWS
1424
AJ Wealth Strategies
New York
$221K +$203K +3,035 New
SDAM
1425
Shulman DeMeo Asset Management
New York
$221K +$203K +3,036 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.