We are live on ! Find out more
C icon

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
AWMS
1626
Advocacy Wealth Management Services
Georgia
$23K -$4.47K -67 -17%
MAWCM
1627
Mine & Arao Wealth Creation & Management
California
$23K
RA
1628
Resolute Advisors
California
$23K +$35.2K +528 New
MFT
1629
Moisand Fitzgerald Tamayo
Florida
$21K +$16.7K +250 +714%
HWMA
1630
Heritage Wealth Management (Arizona)
Arizona
$21K +$19K +284 New
ACM
1631
Allred Capital Management
Texas
$20.7K +$19K +284 New
EWA
1632
Evolution Wealth Advisors
Florida
$20K
MLFP
1633
MPS Loria Financial Planners
Illinois
$20K +$67 +1 +0.4%
WWM
1634
Wolff Wiese Magana
California
$19K -$62.1K -930 -78%
HI
1635
Hoey Investments
Pennsylvania
$19K
AFS
1636
Annapolis Financial Services
Maryland
$18K
FFA
1637
Freedman Financial Associates
Massachusetts
$18K
SCA
1638
Stuart Chaussee & Associates
California
$18K +$16.2K +243 New
VFIC
1639
Valley Forge Investment Consultants
Pennsylvania
$17K -$1.4K -21 -8%
CTB
1640
Country Trust Bank
Illinois
$17K
CH
1641
Canton Hathaway
Rhode Island
$15K -$7.01K -105 -33%
WLPWM
1642
Walled Lake Planning & Wealth Management
Illinois
$15K
CB
1643
Community Bank
New York
$14K -$140K -2,096 -91%
AWM
1644
Atticus Wealth Management
Florida
$14K +$67 +1 +0.5%
HFA
1645
Hoover Financial Advisors
Pennsylvania
$13K +$1.47K +22 +15%
RIM
1646
Rockbridge Investment Management
New York
$13K +$2.87K +43 +33%
NIC
1647
Northwest Investment Counselors
Oregon
$13K +$11.7K +175 New
FP
1648
Fiduciary Planning
Florida
$13K +$11.8K +177 New
CQS
1649
Credential Qtrade Securities
$11.6K
LWA
1650
Lenox Wealth Advisors
New York
$11K -$29.9K -448 -75%

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.