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Citigroup

1,782 hedge funds and large institutions have $88.5B invested in Citigroup in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 738 increasing their positions, 635 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 128

16% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 635

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

1% more capital invested

Capital invested by funds: $87.3B → $88.5B (+$1.21B)

0.82% more ownership

Funds ownership: 72.35%73.16% (+0.82%)

0% more funds holding

Funds holding: 1,7741,782 (+8)

8% less call options, than puts

Call options by funds: $6.14B | Put options by funds: $6.69B

Holders
1,782
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
25.74%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
0.9%
New
163
Increased
738
Reduced
635
Closed
128
Calls
$6.14B
Puts
$6.69B
Net Calls
-$545M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1401
Wealthspire Advisors (New York)
New York
$252K +$28.2K +457 +13%
1WM
1402
1858 Wealth Management
Ohio
$252K +$245K +3,968 New
BFA
1403
Beaumont Financial Advisors
Massachusetts
$250K +$7.52K +122 +3%
EIP
1404
Epoch Investment Partners
New York
$248K +$31.2K +506 +15%
MHR
1405
Matthew Hamilton Rosenberg
$247K
BMC
1406
Beaton Management Company
Massachusetts
$247K
LA
1407
Legacy Advisors
Pennsylvania
$247K +$23.1K +374 +11%
NSB
1408
Norway Savings Bank
Maine
$247K -$7.4K -120 -3%
NRI
1409
NFP Retirement Inc
California
$245K +$1.67K +27 +0.7%
WQ
1410
Wealth Quarterback
New Jersey
$245K -$633K -10,259 -73%
EM
1411
ELCO Management
New York
$244K +$237K +3,840 New
RCM
1412
Requisite Capital Management
Texas
$243K -$55.5K -900 -19%
T
1413
TOBAM
France
$243K -$442K -7,176 -65%
RSS
1414
Rosenblum Silverman Sutton
California
$243K
LS
1415
Livforsakringsbolaget Skandia
Sweden
$241K
TS
1416
Tamar Securities
California
$241K +$234K +3,794 New
DA
1417
DCM Advisors
New York
$241K -$141K -2,290 -38%
CW
1418
CreativeOne Wealth
Kansas
$240K -$468K -7,596 -67%
GWANC
1419
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K -$40.4K -655 -15%
PVI
1420
Pine Valley Investments
New Jersey
$236K -$66.2K -1,074 -22%
JIC
1421
Joel Isaacson & Co
New York
$236K +$8.08K +131 +4%
JWS
1422
Juncture Wealth Strategies
Arizona
$235K +$228K +3,698 New
PCFFS
1423
Pacific Center for Financial Services
California
$234K
KFI
1424
Key Financial Inc
Pennsylvania
$234K +$11.2K +182 +5%
FNBOO
1425
First National Bank of Omaha
Nebraska
$234K +$35.5K +575 +19%

C Hedge Fund Activity: Q2 2024 in Review

1,782 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2024, worth a combined $88.5B — up 1.4% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new C positions and 128 closed out — a net gain of 35 holders — while 738 added to existing stakes and 635 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $267M. The largest seller was Barclays, cutting an estimated $339M.

  • 1,782 institutional investors held Citigroup (C) as of Q2 2024, up from 1,774 in Q1 2024.
  • Funds reported $88.5B of Citigroup stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 163 funds opened new Citigroup positions in Q2 2024 and 128 closed out, a net change of +35 holders.
  • The largest Citigroup buyer in Q2 2024 was Swedbank, an estimated $267M added.
  • The largest Citigroup seller in Q2 2024 was Barclays, an estimated $339M sold.

Based on aggregated 13F filings for Q2 2024.