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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
GBT
1501
Grove Bank & Trust
Florida
$152K +$24.7K +400 +20%
JWA
1502
JFS Wealth Advisors
Pennsylvania
$147K +$2.77K +45 +2%
RWMG
1503
Redwood Wealth Management Group
New Jersey
$145K +$141K +2,285 New
BC
1504
Belmont Capital
California
$145K
SWM
1505
Sugarloaf Wealth Management
Georgia
$142K
RFS
1506
Richardson Financial Services
Massachusetts
$142K +$3.08K +50 +2%
HIA
1507
Harbor Investment Advisory
Maryland
$139K +$64.7K +1,049 +92%
YDMI
1508
Y.D. More Investments
Israel
$138K +$62.3K +1,011 +87%
DSC
1509
Duncker Streett & Co
Missouri
$137K
OA
1510
Operose Advisors
Wisconsin
$135K -$493 -8 -0.4%
AIM
1511
Anchor Investment Management
South Carolina
$130K -$15.4K -249 -11%
TFF
1512
The Family Firm
Maryland
$130K +$126K +2,044 New
DP
1513
Denver PWM
Colorado
$129K +$125K +2,029 New
OP
1514
ORG Partners
Indiana
$128K +$124K +2,017 New
AA
1515
Addison Advisors
Vermont
$125K +$7.64K +124 +7%
WBC
1516
West Branch Capital
Massachusetts
$125K
IBOK
1517
Independence Bank of Kentucky
Kentucky
$121K
CT
1518
Clearstead Trust
Maine
$120K -$555 -9 -0.5%
VWM
1519
Venturi Wealth Management
Texas
$119K +$52.5K +852 +83%
AWM
1520
Activest Wealth Management
Florida
$119K -$85.1K -1,380 -42%
NFSG
1521
Newbridge Financial Services Group
Florida
$115K -$18.6K -302 -14%
WT
1522
Washington Trust
Rhode Island
$115K -$3.33K -54 -3%
CTC
1523
Central Trust Company
Missouri
$113K -$63.6K -1,031 -37%
DJSG
1524
D.J. St. Germain
Massachusetts
$112K
CHA
1525
Carmichael Hill & Associates
Maryland
$109K +$555 +9 +0.5%

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.