We are live on ! Find out more
C icon

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
JPLA
1551
Joseph P. Lucia & Associates
New York
$65K -$1.4K -21 -2%
JFA
1552
JNBA Financial Advisors
Minnesota
$64K
GLLW
1553
Graves Light Lenhart Wealth
Virginia
$63K +$2.6K +39 +5%
BG
1554
Bollard Group
Massachusetts
$62K +$67 +1 +0.1%
EIP
1555
Ellis Investment Partners
Pennsylvania
$62K +$467 +7 +0.8%
CM
1556
Capula Management
Cayman Islands
$62K +$57.2K +857 New
CL
1557
COWA LLC
Oklahoma
$61K -$66.8K -1,000 -54%
SN
1558
Sittner & Nelson
Oregon
$61K -$5.61K -84 -9%
SL
1559
Savior LLC
Massachusetts
$61K -$2.54K -38 -4%
ITFISA
1560
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$58.3K +$45.8K +686 +591%
FFC
1561
First Financial Corp
Indiana
$58K +$20K +300 +60%
LWM
1562
Liberty Wealth Management
California
$57K
KFI
1563
Key Financial Inc
Pennsylvania
$57K +$5.47K +82 +12%
KFP
1564
KB Financial Partners
New Jersey
$57K +$52.3K +783 New
SIS
1565
Sound Income Strategies
Florida
$56.4K +$18.3K +274 +55%
MWM
1566
Mascoma Wealth Management
New Hampshire
$56K +$50.9K +763 New
NFSG
1567
Newbridge Financial Services Group
Florida
$55K -$21.3K -319 -30%
APW
1568
Acima Private Wealth
Virginia
$55K
AP
1569
Arlington Partners
Alabama
$55K
SQA
1570
Simon Quick Advisors
New Jersey
$55K
Nisa Investment Advisors
1571
Nisa Investment Advisors
Missouri
$55K -$3.86M -57,779 -7%
DAC
1572
Dividend Assets Capital
South Carolina
$54K
MMG
1573
Monetary Management Group
Missouri
$54K
AWM
1574
Avior Wealth Management
Nebraska
$52K -$31K -465 -39%
FCMT
1575
Founders Capital Management (Texas)
Texas
$51K

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.