We are live on ! Find out more
C icon

Citigroup

1,708 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 742 increasing their positions, 612 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 612

7% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 131

1% less funds holding

Funds holding: 1,7191,708 (-11)

1.09% less ownership

Funds ownership: 75.93%74.83% (-1.1%)

5% less capital invested

Capital invested by funds: $115B → $109B (-$5.81B)

23% less funds holding in top 10

Funds holding in top 10: 9170 (-21)

36% less call options, than puts

Call options by funds: $4.47B | Put options by funds: $7.03B

Holders
1,708
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.73%
Holding in Top 10
70
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.08%
% of All Funds
1.22%
New
140
Increased
742
Reduced
612
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1426
Castleview Partners
Texas
$217K +$227K +3,070 New
WAG
1427
Winthrop Advisory Group
Massachusetts
$216K +$740 +10 +0.3%
APA
1428
Allegiant Private Advisors
Florida
$216K +$226K +3,051 New
QCM
1429
Quantinno Capital Management
New York
$215K
TPA
1430
Trivium Point Advisory
Connecticut
$215K
RPWA
1431
Regent Peak Wealth Advisors
Georgia
$213K -$81.2K -1,098 -26%
ONST
1432
Old North State Trust
North Carolina
$213K +$14.3K +193 +7%
BWG
1433
Beta Wealth Group
California
$213K +$222K +3,000 New
WP
1434
WMS Partners
Maryland
$212K -$74 -1 -0%
JFGLC
1435
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$220K +2,979 New
XS
1436
XR Securities
Illinois
$210K +$219K +2,966 New
MHR
1437
Matthew Hamilton Rosenberg
$208K +$74 +1 +0%
CAM
1438
Claret Asset Management
Quebec, Canada
$208K +$217K +2,937 New
SICM
1439
Sustainable Insight Capital Management
New York
$208K +$218K +2,946 New
TCM
1440
Tuttle Capital Management
Connecticut
$207K -$320K -4,321 -60%
GRP
1441
Global Retirement Partners
California
$207K -$46.5K -629 -18%
CC
1442
Constitution Capital
Connecticut
$207K -$7.4K -100 -3%
BB
1443
Bell Bank
North Dakota
$207K -$1.63K -22 -0.7%
CB
1444
CNB Bank
Pennsylvania
$207K
CFO
1445
CVA Family Office
Colorado
$207K +$77.7K +1,050 +56%
BWAM
1446
Boyd Watterson Asset Management
Ohio
$206K
RPC
1447
Rossmore Private Capital
Connecticut
$206K
IA
1448
IFG Advisory
Georgia
$206K +$216K +2,924 New
JWBC
1449
J.W. Burns & Co
New York
$205K
SWA
1450
Sutton Wealth Advisors
Florida
$205K

C Hedge Fund Activity: Q2 2021 in Review

1,708 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2021, worth a combined $109B — down 5.1% from $115B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new C positions and 131 closed out — a net gain of 9 holders — while 742 added to existing stakes and 612 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $440M. The largest seller was Capital Research Global Investors, cutting an estimated $542M.

  • 1,708 institutional investors held Citigroup (C) as of Q2 2021, down from 1,719 in Q1 2021.
  • Funds reported $109B of Citigroup stock for Q2 2021, down 5.1% quarter-over-quarter.
  • 140 funds opened new Citigroup positions in Q2 2021 and 131 closed out, a net change of +9 holders.
  • The largest Citigroup buyer in Q2 2021 was Goldman Sachs, an estimated $440M added.
  • The largest Citigroup seller in Q2 2021 was Capital Research Global Investors, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2021.