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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
DOA
1526
D'Orazio & Associates
Virginia
$82K -$1.07K -16 -1%
GWS
1527
Glassman Wealth Services
Virginia
$82K +$11.4K +171 +18%
JAM
1528
JCIC Asset Management
Ontario, Canada
$81K
FMII
1529
Farmers & Merchants Investments Inc
Nebraska
$80K -$1K -15 -1%
CFFP
1530
Center for Financial Planning
Michigan
$80K
MGIM
1531
M&G Investment Management
United Kingdom
$78.5K -$26.7M -400,152 -27%
SGAM
1532
Smith Group Asset Management
Texas
$77K +$9.61K +144 +16%
TFGT
1533
TS Financial Group (TSFG)
Illinois
$76K -$6.08K -91 -8%
CCA
1534
Column Capital Advisors
Indiana
$76K
SWA
1535
SOA Wealth Advisors
New York
$75K -$601 -9 -0.9%
EARNEST Partners
1536
EARNEST Partners
Georgia
$75K
BA
1537
Bellwether Advisors
Nebraska
$74K +$4.67K +70 +7%
MF
1538
Manchester Financial
California
$73K -$3.27K -49 -5%
HIM
1539
Hillsdale Investment Management
Ontario, Canada
$73K +$29.4K +440 +79%
KLWA
1540
Kelly Lawrence W & Associates
California
$73K +$66.8K +1,000 New
TAM
1541
Tucker Asset Management
Colorado
$72.8K +$55.6K +833 +499%
MSFP
1542
Mark Sheptoff Financial Planning
Connecticut
$72K
PFSC
1543
Peoples Financial Services Corp
Pennsylvania
$72K
FCB
1544
First Command Bank
Texas
$69K
FCFS
1545
First Command Financial Services
Texas
$69K
HFM
1546
Harvest Fund Management
China
$69K +$44.8K +671 +232%
PHK
1547
Point72 Hong Kong
Hong Kong
$68K -$1.72M -25,813 -96%
GTAM
1548
Global Trust Asset Management
Florida
$68K
CWM
1549
Cranbrook Wealth Management
Michigan
$67K +$21.7K +325 +55%
SFSIG
1550
San Francisco Sentry Investment Group
California
$66K +$15.4K +230 +34%

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.