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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
SWA
1551
SOA Wealth Advisors
New York
$83.7K +$185 +3 +0.2%
MA
1552
Montag & Associates
Georgia
$82.7K -$62 -1 -0.1%
PFSC
1553
Peoples Financial Services Corp
Pennsylvania
$82.6K -$1.42K -23 -2%
DIP
1554
DT Investment Partners
Pennsylvania
$79.4K
NA
1555
Nordwand Advisors
Pennsylvania
$79.3K
VCM
1556
Versant Capital Management
Arizona
$78.1K +$70.1K +1,137 +1,210%
CAS
1557
Coppell Advisory Solutions
Texas
$75.3K +$73.2K +1,187 New
HWA
1558
Heritage Wealth Advisors
Virginia
$74.4K
FNWA
1559
Financial Network Wealth Advisors
Utah
$73.4K +$71.3K +1,156 New
BGAI
1560
Bruce G. Allen Investments
Colorado
$72.7K +$5.55K +90 +9%
HGERS
1561
Householder Group Estate & Retirement Specialist
Arizona
$72K +$4.69K +76 +7%
TCOV
1562
Trust Company of Vermont
Vermont
$71.3K +$8.32K +135 +14%
IRAG
1563
Investment Research & Advisory Group
Georgia
$70.3K
GIS
1564
Grayhawk Investment Strategies
Alberta, Canada
$69.8K
TSWM
1565
Tyler-Stone Wealth Management
Ohio
$69.4K +$185 +3 +0.3%
AWM
1566
Ameliora Wealth Management
Switzerland
$69.2K
RA
1567
Rise Advisors
New York
$68.5K +$6.66K +108 +11%
PP
1568
Pacifica Partners
Canada
$66.2K +$8.2K +133 +15%
ECM
1569
EMC Capital Management
Texas
$64K
GKIM
1570
GW&K Investment Management
Massachusetts
$64K +$13.1K +212 +27%
CSC
1571
Caldwell Sutter Capital
California
$63.5K
CPBTD
1572
Central Pacific Bank - Trust Division
Hawaii
$63.5K
EWP
1573
Elevation Wealth Partners
California
$63.5K
SGC
1574
Slocum, Gordon & Co
Rhode Island
$63.5K
TAM
1575
Tucker Asset Management
Colorado
$63.5K

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.