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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
MWP
1601
Meridian Wealth Partners
Pennsylvania
$34K +$6.34K +95 +26%
HS
1602
Horan Securities
United States
$34K +$23.9K +358 +338%
BWM
1603
BerganKDV Wealth Management
Minnesota
$33K -$23.8K -356 -44%
COCM
1604
Charter Oak Capital Management
New Hampshire
$33K
SFG
1605
Sage Financial Group
Pennsylvania
$33K
PWA
1606
Phoenix Wealth Advisors
North Carolina
$31K -$20K -300 -41%
APWM
1607
Atlas Private Wealth Management
New York
$31K
TIM
1608
Tortoise Investment Management
New York
$31K +$1.07K +16 +4%
TC
1609
Trust Company
Kansas
$30K -$668 -10 -2%
HWA
1610
HHM Wealth Advisors
Tennessee
$30K
FBT
1611
First Bank & Trust
South Dakota
$30K +$20.5K +307 +279%
ADIM
1612
Alpha DNA Investment Management
Maryland
$29K +$334 +5 +1%
WCM
1613
Wealthcare Capital Management
Virginia
$29K +$26.6K +399 New
LF
1614
Lee Financial
Texas
$27K
ST
1615
Sageworth Trust
Pennsylvania
$27K
BI
1616
Blooom Inc
Kansas
$27K +$30.3K +454 +4%
LWANC
1617
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$12K -180 -33%
CA
1618
Crewe Advisors
Utah
$26K
WP
1619
WealthShield Partners
North Carolina
$26K +$23.8K +357 New
M
1620
MOTCO
Texas
$25K -$10.9K -164 -32%
BC
1621
Barnett & Company
Tennessee
$25K
TF
1622
Tompkins Financial
New York
$24K -$2.6K -39 -11%
FRA
1623
Front Row Advisors
California
$24K +$334 +5 +2%
EWM
1624
Edge Wealth Management
New York
$24K +$3.4K +51 +18%
PCM
1625
Penserra Capital Management
California
$24K +$14.8K +222 +200%

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.