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Citigroup

1,708 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 742 increasing their positions, 612 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 612

7% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 131

1% less funds holding

Funds holding: 1,7191,708 (-11)

1.09% less ownership

Funds ownership: 75.93%74.83% (-1.1%)

5% less capital invested

Capital invested by funds: $115B → $109B (-$5.81B)

23% less funds holding in top 10

Funds holding in top 10: 9170 (-21)

36% less call options, than puts

Call options by funds: $4.47B | Put options by funds: $7.03B

Holders
1,708
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.73%
Holding in Top 10
70
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.08%
% of All Funds
1.22%
New
140
Increased
742
Reduced
612
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1526
Fieldpoint Private Securities
Connecticut
$83K
SWA
1527
SOA Wealth Advisors
New York
$81K +$9.18K +124 +12%
FMII
1528
Farmers & Merchants Investments Inc
Nebraska
$78K
CFFP
1529
Center for Financial Planning
Michigan
$77K
EFSCE
1530
Enterprise Financial Services Corp (EFSC)
Missouri
$76K -$16.2K -219 -17%
TFGT
1531
TS Financial Group (TSFG)
Illinois
$76K +$1.92K +26 +2%
CCA
1532
Column Capital Advisors
Indiana
$74K
EARNEST Partners
1533
EARNEST Partners
Georgia
$73K
FGAM
1534
Financial Gravity Asset Management
Texas
$71K -$296 -4 -13%
HIM
1535
Hillsdale Investment Management
Ontario, Canada
$71K
KLWA
1536
Kelly Lawrence W & Associates
California
$71K
TAM
1537
Tucker Asset Management
Colorado
$70.8K
MSE
1538
MUFG Securities EMEA
United Kingdom
$69K -$24.3M -328,000 -100%
GTAM
1539
Global Trust Asset Management
Florida
$66K
BBL
1540
Beck Bode LLC
Massachusetts
$66K +$69.2K +935 New
FCB
1541
First Command Bank
Texas
$65K -$1.85K -25 -3%
FCFS
1542
First Command Financial Services
Texas
$65K -$1.85K -25 -3%
SFSIG
1543
San Francisco Sentry Investment Group
California
$65K
CPWM
1544
Cypress Point Wealth Management
Texas
$65K +$68.4K +925 New
JFA
1545
JNBA Financial Advisors
Minnesota
$63K
KFI
1546
Key Financial Inc
Pennsylvania
$63K +$10.4K +140 +18%
EI
1547
Ellevest Inc
New York
$62K -$228K -3,080 -78%
VC
1548
Veracity Capital
Georgia
$62K -$64.8K -876 -50%
GLLW
1549
Graves Light Lenhart Wealth
Virginia
$62K
M
1550
MOTCO
Texas
$62K +$40K +540 +157%

C Hedge Fund Activity: Q2 2021 in Review

1,708 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2021, worth a combined $109B — down 5.1% from $115B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new C positions and 131 closed out — a net gain of 9 holders — while 742 added to existing stakes and 612 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $440M. The largest seller was Capital Research Global Investors, cutting an estimated $542M.

  • 1,708 institutional investors held Citigroup (C) as of Q2 2021, down from 1,719 in Q1 2021.
  • Funds reported $109B of Citigroup stock for Q2 2021, down 5.1% quarter-over-quarter.
  • 140 funds opened new Citigroup positions in Q2 2021 and 131 closed out, a net change of +9 holders.
  • The largest Citigroup buyer in Q2 2021 was Goldman Sachs, an estimated $440M added.
  • The largest Citigroup seller in Q2 2021 was Capital Research Global Investors, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2021.