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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
VFIC
1626
Valley Forge Investment Consultants
Pennsylvania
$17K
FFA
1627
Freedman Financial Associates
Massachusetts
$17K +$148 +2 +0.8%
CTB
1628
Country Trust Bank
Illinois
$16K
AFG
1629
Albion Financial Group
Utah
$16K +$16.8K +227 New
PWP
1630
Personal Wealth Partners
Minnesota
$16K +$17.2K +232 New
WLPWM
1631
Walled Lake Planning & Wealth Management
Illinois
$14K
AWM
1632
Atticus Wealth Management
Florida
$14K +$74 +1 +0.5%
CYG
1633
Clean Yield Group
Vermont
$14K +$14.8K +200 New
MA
1634
Modus Advisors
Minnesota
$14K +$14.8K +200 New
CB
1635
Community Bank
New York
$12K -$1.78K -24 -12%
RIM
1636
Rockbridge Investment Management
New York
$12K -$74 -1 -0.6%
HFA
1637
Hoover Financial Advisors
Pennsylvania
$11K -$1.63K -22 -13%
BFC
1638
Bedel Financial Consulting
Indiana
$11K
GWSG
1639
GPS Wealth Strategies Group
Colorado
$11K
PG
1640
Proffitt & Goodson
Tennessee
$11K
TCM
1641
Tradewinds Capital Management
Washington
$11K
BWP
1642
Baldwin Wealth Partners
Massachusetts
$11K +$1.85K +25 +20%
CC
1643
Corsicana & Co
Texas
$11K +$11.8K +159 New
MS
1644
Mizuho Securities
Japan
$10K -$222 -3 -2%
FEG
1645
Financial Enhancement Group
Indiana
$10K
SNT
1646
Security National Trust
West Virginia
$10K
FIA
1647
FNY Investment Advisers
New York
$10K +$7.4K +100 +200%
AW
1648
Alaethes Wealth
Nevada
$10K +$10.1K +137 New
BAM
1649
Baldrige Asset Management
Pennsylvania
$10K +$10.6K +143 New
AIM
1650
Arcadia Investment Management
Michigan
$9K

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.