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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
SA
1576
SRH Advisors
Kansas
$51K
DWP
1577
Destiny Wealth Partners
Florida
$48K +$267 +4 +0.6%
AIG
1578
American International Group
New York
$46.7K +$507K +7,599 +1%
AWM
1579
Activest Wealth Management
Florida
$46K +$42.3K +633 New
EWM
1580
Elmwood Wealth Management
California
$46K +$42.4K +635 New
HI
1581
Hudock Inc
Pennsylvania
$45K +$267 +4 +0.6%
MCC
1582
Money Concepts Capital
Florida
$45K +$41.6K +623 New
WIM
1583
Westside Investment Management
California
$44.3K -$184K -2,750 -23%
VNA
1584
Valley National Advisers
Pennsylvania
$43K -$801 -12 -2%
FPFS
1585
First Personal Financial Services
North Carolina
$43K
KPCM
1586
Kings Point Capital Management
New York
$42K -$112K -1,675 -74%
LJHT
1587
Laurie J. Hall Trustee
$41K
IRAG
1588
Investment Research & Advisory Group
Georgia
$40K
Q
1589
QVR
California
$40K +$36.6K +549 New
JFGIW
1590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K -$106K -1,590 -75%
CFN
1591
Cordasco Financial Network
Florida
$38K
LGWM
1592
Litman Gregory Wealth Management
California
$37K
LCM
1593
Logan Capital Management
Pennsylvania
$37K +$34K +510 New
ACA
1594
Atlas Capital Advisors
Wyoming
$36.4K +$33.4K +500 New
PO
1595
Private Ocean
California
$36K -$2K -30 -6%
HCM
1596
Horrell Capital Management
Arkansas
$36K
RCA
1597
Ranch Capital Advisors
Florida
$36K
SFPG
1598
Stonebridge Financial Planning Group
Florida
$36K +$6.67K +100 +25%
JMF
1599
Johnson Midwest Financial
Iowa
$35K +$267 +4 +0.8%
OAJ
1600
Ogorek Anthony Joseph
New York
$34K

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.