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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
CWC
1401
Carolinas Wealth Consulting
North Carolina
$285K -$42.8K -643 -12%
BFS
1402
Bard Financial Services
Connecticut
$285K +$74.8K +1,125 +31%
BFPW
1403
BOK Financial Private Wealth
Colorado
$284K -$102K -1,532 -25%
CDH
1404
Charles D. Hyman
$284K
NA
1405
Navellier & Associates
Nevada
$284K +$19.9K +300 +7%
SCG
1406
Sonata Capital Group
Washington
$283K
VWA
1407
Visionary Wealth Advisors
Illinois
$283K +$312K +4,688 New
SGI
1408
Summit Global Investments
Utah
$282K
PBO
1409
Peoples Bank (Ohio)
Ohio
$281K -$215K -3,228 -41%
HI
1410
Humankind Investments
New York
$281K +$48.5K +730 +19%
MCM
1411
Monument Capital Management
Virginia
$280K -$531K -7,986 -63%
KFC
1412
Klingenstein Fields & Co
New York
$280K -$35.8K -538 -10%
JSL
1413
JT Stratford LLC
Georgia
$277K -$80.8K -1,215 -21%
CA
1414
Calton & Associates
Florida
$277K -$59.4K -893 -16%
EWM
1415
Endurance Wealth Management
Rhode Island
$277K -$19.9K -300 -6%
AIA
1416
Allied Investment Advisors
Montana
$277K
GCM
1417
G2 Capital Management
Ohio
$275K +$303K +4,558 New
SFO
1418
Stokes Family Office
Louisiana
$274K +$21.7K +326 +8%
WFPG
1419
Waller Financial Planning Group
Ohio
$274K +$40K +602 +15%
GA
1420
Geller Advisors
New York
$273K -$2.79K -42 -0.9%
GI
1421
GS Investments
Minnesota
$272K
WCM
1422
Weik Capital Management
Pennsylvania
$272K
CWM
1423
C2C Wealth Management
Arizona
$272K +$300K +4,519 New
PCP
1424
Proficio Capital Partners
Massachusetts
$271K -$38.5K -579 -11%
AFM
1425
Abbot Financial Management
Massachusetts
$271K

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.