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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
TPA
1426
Trivium Point Advisory
Connecticut
$221K +$203K +3,036 New
QCM
1427
Quantinno Capital Management
New York
$221K +$203K +3,037 New
JIC
1428
Joel Isaacson & Co
New York
$221K +$203K +3,041 New
CC
1429
Constitution Capital
Connecticut
$220K -$26.7K -400 -12%
EW
1430
Evoke Wealth
California
$220K +$73.6K +1,102 +58%
CBT
1431
Capital Bank & Trust
California
$220K +$202K +3,020 New
SFO
1432
Stokes Family Office
Louisiana
$220K +$202K +3,027 New
CCG
1433
Cypress Capital Group
Florida
$219K +$201K +3,006 New
MW
1434
MBL Wealth
North Carolina
$219K +$201K +3,013 New
NW
1435
NewEdge Wealth
Pennsylvania
$218K +$200K +2,992 New
WP
1436
WMS Partners
Maryland
$218K +$200K +3,000 New
BCWM
1437
Bartlett & Co Wealth Management
Ohio
$217K +$2K +30 +1%
HCP
1438
Hexagon Capital Partners
Arkansas
$217K
BC
1439
Bartlett & Co
Ohio
$217K +$2K +30 +1%
CBFP
1440
Cedar Brook Financial Partners
Ohio
$217K +$200K +2,989 New
VDI
1441
Vaughan David Investments
Illinois
$215K +$198K +2,962 New
RMAM
1442
Raab & Moskowitz Asset Management
New Jersey
$215K +$198K +2,964 New
MHR
1443
Matthew Hamilton Rosenberg
$214K +$5.87K +88 +3%
BB
1444
Bell Bank
North Dakota
$214K +$197K +2,947 New
CB
1445
CNB Bank
Pennsylvania
$213K -$2.14K -32 -1%
TWM
1446
Titus Wealth Management
California
$213K +$195K +2,926 New
RPC
1447
Rossmore Private Capital
Connecticut
$212K +$194K +2,908 New
VCM
1448
Violich Capital Management
California
$212K +$194K +2,910 New
JWBC
1449
J.W. Burns & Co
New York
$211K +$193K +2,896 New
BWAM
1450
Boyd Watterson Asset Management
Ohio
$211K +$194K +2,905 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.