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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
SWA
1451
Sutton Wealth Advisors
Florida
$211K +$7.48K +112 +4%
GWM
1452
Greenwich Wealth Management
Connecticut
$210K +$192K +2,880 New
KCPG
1453
Kavar Capital Partners Group
Kansas
$210K +$192K +2,880 New
WBC
1454
West Branch Capital
Massachusetts
$209K +$191K +2,867 New
NFC
1455
Northeast Financial Consultants
Connecticut
$209K +$191K +2,868 New
VWM
1456
Vigilare Wealth Management
Arizona
$209K +$192K +2,870 New
RCG
1457
Rock Creek Group
District of Columbia
$207K -$131K -1,967 -41%
HR
1458
Hayden Royal
North Carolina
$207K +$190K +2,842 New
FFG
1459
Frisch Financial Group
New York
$207K +$190K +2,849 New
CWA
1460
Capital Wealth Alliance
Arizona
$206K +$189K +2,836 New
ONST
1461
Old North State Trust
North Carolina
$205K +$23.5K +352 +14%
6F
1462
626 Financial
Michigan
$205K +$256K +3,830 New
VAG
1463
VisionPoint Advisory Group
Texas
$204K +$187K +2,805 New
FWP
1464
Firethorn Wealth Partners
Georgia
$203K +$186K +2,791 New
VM
1465
Venator Management
Pennsylvania
$202K -$449K -6,730 -71%
FFWM
1466
Future Financial Wealth Management
Ohio
$202K -$66.8K -1,000 -26%
FMTC
1467
Farmers & Merchants Trust Company
California
$202K +$185K +2,776 New
CW
1468
CreativeOne Wealth
Kansas
$201K +$184K +2,759 New
SFA
1469
Source Financial Advisors
New York
$201K +$185K +2,768 New
CAG
1470
Csenge Advisory Group
Florida
$200K -$82.8K -1,240 -31%
HL
1471
HeadInvest LLC
Maine
$200K +$184K +2,757 New
CT
1472
Caldwell Trust
Florida
$199K -$10.9K -163 -6%
SFO
1473
Standard Family Office
South Dakota
$198K +$24.7K +370 +16%
SAI
1474
Systematic Alpha Investments
New Jersey
$194K
AWM
1475
Accel Wealth Management
Iowa
$186K +$36.6K +549 +27%

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.