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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
SFG
1601
Sage Financial Group
Pennsylvania
$32K
RWML
1602
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$31.3K +$2.37K +32 +8%
FBT
1603
First Bank & Trust
South Dakota
$30K
TIM
1604
Tortoise Investment Management
New York
$30K
HWA
1605
HHM Wealth Advisors
Tennessee
$29K
PWA
1606
Phoenix Wealth Advisors
North Carolina
$29K
TC
1607
Trust Company
Kansas
$29K
LWA
1608
Lenox Wealth Advisors
New York
$29K +$19.8K +267 +180%
SFPG
1609
Stonebridge Financial Planning Group
Florida
$28K -$7.4K -100 -20%
CDIA
1610
Capital Directions Investment Advisors
Georgia
$28K +$29.4K +397 New
ST
1611
Sageworth Trust
Pennsylvania
$27K
BI
1612
Blooom Inc
Kansas
$27K +$15.6K +211 +2%
LWANC
1613
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
WWM
1614
Wolff Wiese Magana
California
$26K +$8.21K +111 +43%
CA
1615
Crewe Advisors
Utah
$25K
FRA
1616
Front Row Advisors
California
$23K -$666 -9 -3%
AWMS
1617
Advocacy Wealth Management Services
Georgia
$23K
EWM
1618
Edge Wealth Management
New York
$23K +$74 +1 +0.3%
MAWCM
1619
Mine & Arao Wealth Creation & Management
California
$22K
EWM
1620
Evermay Wealth Management
Virginia
$21K +$22.2K +300 New
HWMA
1621
Heritage Wealth Management (Arizona)
Arizona
$20K
MFT
1622
Moisand Fitzgerald Tamayo
Florida
$20K
AFS
1623
Annapolis Financial Services
Maryland
$18K
IP
1624
Isthmus Partners
Wisconsin
$18K +$18.5K +250 New
SCA
1625
Stuart Chaussee & Associates
California
$17K

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.