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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
JPLA
1551
Joseph P. Lucia & Associates
New York
$61K -$2.37K -32 -4%
BG
1552
Bollard Group
Massachusetts
$61K +$370 +5 +0.6%
SN
1553
Sittner & Nelson
Oregon
$60K
WP
1554
WealthShield Partners
North Carolina
$60K +$36.5K +494 +138%
GGI
1555
Godsey & Gibb Inc
Virginia
$59K +$62.1K +840 New
FFC
1556
First Financial Corp
Indiana
$57K
TFIPS
1557
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.6K -$167K -2,255 -74%
EIP
1558
Ellis Investment Partners
Pennsylvania
$55K -$4.88K -66 -8%
KFP
1559
KB Financial Partners
New Jersey
$55K -$148 -2 -0.3%
APW
1560
Acima Private Wealth
Virginia
$54K
NFSG
1561
Newbridge Financial Services Group
Florida
$54K +$666 +9 +1%
AWM
1562
Avior Wealth Management
Nebraska
$54K +$4K +54 +8%
AP
1563
Arlington Partners
Alabama
$53K
DAC
1564
Dividend Assets Capital
South Carolina
$53K
VNA
1565
Valley National Advisers
Pennsylvania
$53K +$12.1K +163 +28%
UFF
1566
USA Financial Formulas
Michigan
$51K +$51.6K +698 +3,878%
FCMT
1567
Founders Capital Management (Texas)
Texas
$50K
SA
1568
SRH Advisors
Kansas
$50K
Nisa Investment Advisors
1569
Nisa Investment Advisors
Missouri
$48.2K -$5.49M -74,232 -10%
SIS
1570
Sound Income Strategies
Florida
$48K -$6.73K -91 -12%
LCM
1571
Logan Capital Management
Pennsylvania
$47K +$11.5K +155 +30%
MMG
1572
Monetary Management Group
Missouri
$46K -$6.73K -91 -12%
COCM
1573
Charter Oak Capital Management
New Hampshire
$46K +$14.8K +200 +44%
PGWM
1574
Parisi Gray Wealth Management
New Jersey
$46K +$48K +649 New
EWM
1575
Elmwood Wealth Management
California
$45K

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.