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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
VNA
1601
Valley National Advisers
Pennsylvania
$46K +$617 +10 +1%
HFM
1602
Hartford Financial Management
Connecticut
$45.8K
SP
1603
SWS Partners
Ohio
$44.9K +$43.6K +707 New
TFA
1604
Toth Financial Advisory
Virginia
$44.4K +$62 +1 +0.1%
FW
1605
Fairway Wealth
Ohio
$43.8K +$9.99K +162 +31%
MSFP
1606
Mark Sheptoff Financial Planning
Connecticut
$43.2K +$11.4K +185 +37%
FFA
1607
Frazier Financial Advisors
Ohio
$42.5K +$9.13K +148 +28%
GWP
1608
Gen-Wealth Partners
Michigan
$41.2K -$4.62K -75 -10%
AAG
1609
Armstrong Advisory Group
Massachusetts
$40.8K +$26.6K +432 +205%
CB
1610
CNB Bank
Pennsylvania
$39K -$5.92K -96 -14%
BHWM
1611
Beaird Harris Wealth Management
Texas
$38K
CWM
1612
Cranbrook Wealth Management
Michigan
$37.8K
WAG
1613
Wiser Advisor Group
Arizona
$37.3K -$5.67K -92 -14%
AA
1614
AlphaMark Advisors
Kentucky
$37K -$18.5K -300 -34%
GWSG
1615
GPS Wealth Strategies Group
Colorado
$36.9K +$11.7K +190 +49%
PPC
1616
Park Place Capital
Alabama
$36.6K -$3.82K -62 -10%
HI
1617
Hoey Investments
Pennsylvania
$36.5K +$30.8K +500 +667%
CAL
1618
Capital Advisors Ltd
Ohio
$36K +$17K +276 +93%
SC
1619
Swan Capital
Florida
$35.4K +$34.4K +558 New
CB
1620
Centennial Bank
Arkansas
$34.8K +$4.5K +73 +15%
FP
1621
Financial Perspectives
Minnesota
$34.6K
GJWM
1622
Gilliland Jeter Wealth Management
Arkansas
$34.4K
PGAM
1623
Princeton Global Asset Management
New Jersey
$33.2K -$24.7K -400 -43%
MAM
1624
Meeder Asset Management
Ohio
$32.4K -$230K -3,738 -88%
TWP
1625
Triad Wealth Partners
Kansas
$32K +$31.1K +504 New

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.