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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
JGIA
1501
Jackson Grant Investment Advisers
Connecticut
$118K +$48.1K +721 +80%
TC
1502
Tacita Capital
Ontario, Canada
$115K
FA
1503
Financial Avengers
California
$115K +$801 +12 +0.8%
SAM
1504
Sycomore Asset Management
France
$115K +$107K +1,600 New
FMP
1505
Financial Management Professionals
Texas
$114K +$8.28K +124 +9%
WB
1506
Webster Bank
Connecticut
$112K
AWC
1507
Abundance Wealth Counselors
Pennsylvania
$112K +$103K +1,543 New
DAM
1508
Delta Asset Management
Tennessee
$110K -$7.48K -112 -7%
WPA
1509
West Paces Advisors
Georgia
$104K +$36.7K +550 +62%
GI
1510
Gradient Investments
Minnesota
$103K -$12.2M -183,261 -99%
DSC
1511
Duncker Streett & Co
Missouri
$103K +$134 +2 +0.1%
RFA
1512
Reilly Financial Advisors
California
$103K +$8.21K +123 +9%
CWA
1513
Clearview Wealth Advisors
Oregon
$102K -$534 -8 -0.6%
FCA
1514
FinTrust Capital Advisors
South Carolina
$100K +$39.5K +591 +75%
JWA
1515
JFS Wealth Advisors
Pennsylvania
$97K -$13.1K -196 -13%
IF
1516
Ironwood Financial
Arizona
$97K
AW
1517
Avion Wealth
Texas
$97K +$4.87K +73 +6%
WAM
1518
Wolverine Asset Management
Illinois
$97K +$89.8K +1,346 New
EFSCE
1519
Enterprise Financial Services Corp (EFSC)
Missouri
$94K +$6.74K +101 +9%
SAM
1520
S.A. Mason
Michigan
$92K +$3.87K +58 +5%
PGAM
1521
Princeton Global Asset Management
New Jersey
$91K -$47.3K -709 -36%
BWM
1522
Baystate Wealth Management
Massachusetts
$90K +$601 +9 +0.7%
FNBOSM
1523
First National Bank of South Miami
Florida
$90K +$4.34K +65 +6%
SLF
1524
Sun Life Financial
Ontario, Canada
$89K -$401 -6 -0.5%
FPS
1525
Fieldpoint Private Securities
Connecticut
$83K -$3K -45 -4%

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.