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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
AWS
1426
Aspen Wealth Strategies
Colorado
$233K +$212K +3,446 New
ZB
1427
Zions Bancorporation
Utah
$232K -$43.4K -704 -16%
AIA
1428
Alera Investment Advisors
Illinois
$232K +$225K +3,657 New
CWM
1429
Connecticut Wealth Management
Connecticut
$231K -$27K -438 -11%
WAG
1430
Winthrop Advisory Group
Massachusetts
$231K +$225K +3,645 New
SP
1431
Successful Portfolios
Florida
$231K -$24.8K -403 -10%
NC
1432
Napatree Capital
Rhode Island
$231K -$2.77K -45 -1%
PBO
1433
Peoples Bank (Ohio)
Ohio
$231K
NAS
1434
Nicolet Advisory Services
Wisconsin
$230K +$4.62K +75 +2%
GCM
1435
Gables Capital Management
Florida
$228K +$24.7K +400 +13%
SF
1436
Symphony Financial
Texas
$228K +$227K +3,674 New
WCM
1437
Whitener Capital Management
North Carolina
$228K +$17.8K +288 +9%
PAA
1438
Peregrine Asset Advisers
Oregon
$228K +$221K +3,586 New
AIA
1439
Allied Investment Advisors
Montana
$228K
LAM
1440
Lifestyle Asset Management
Texas
$227K -$41.9K -679 -16%
BG
1441
Bahl & Gaynor
Ohio
$226K -$1.17K -19 -0.5%
VAG
1442
VisionPoint Advisory Group
Texas
$226K +$219K +3,559 +71,180%
LDB
1443
Lee, Danner & Bass
Tennessee
$226K +$220K +3,563 New
UCB
1444
United Community Bank
South Carolina
$226K -$45.5K -738 -17%
BBW
1445
Blue Barn Wealth
Utah
$226K -$32.2K -523 -13%
SOW
1446
State of Wyoming
Wyoming
$226K +$174K +2,824 +384%
TPWA
1447
TRUE Private Wealth Advisors
Oregon
$225K +$15.2K +247 +7%
OL
1448
Optas LLC
Texas
$224K +$218K +3,531 New
LSA
1449
Lansing Street Advisors
Pennsylvania
$224K +$7.21K +117 +3%
WF
1450
Wayfinding Financial
Washington
$223K -$8.2K -133 -4%

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.