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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
DWMG
1676
DB Wealth Management Group
California
$5K
IHWM
1677
Iron Horse Wealth Management
Iowa
$5K
NC
1678
NewSquare Capital
Pennsylvania
$5K
PFA
1679
Professional Financial Advisors
Nebraska
$5K
WCMN
1680
Westchester Capital Management (Nebraska)
Nebraska
$5K
CCM
1681
Cribstone Capital Management
Maine
$5K +$801 +12 +24%
TCWM
1682
Total Clarity Wealth Management
Illinois
$5K +$4.67K +70 New
EAM
1683
Eukles Asset Management
Ohio
$4K
APC
1684
Aspire Private Capital
North Carolina
$4K +$2.94K +44 +275%
GIA
1685
Goodwin Investment Advisory
Georgia
$4K +$3.34K +50 New
HR
1686
Howe & Rusling
New York
$4K +$3.54K +53 +2,650%
MIH
1687
Meitav Investment House
Israel
$3.84K -$904K -13,538 -20%
VRM
1688
Vectors Research Management
New York
$3K -$156K -2,332 -98%
RWG
1689
Regal Wealth Group
California
$3K -$1.67K -25 -42%
BAM
1690
Barrett Asset Management
New York
$3K
CPA
1691
Cowen Prime Advisors
New York
$3K
MAM
1692
McCarthy Asset Management
California
$3K
FIA
1693
FNY Investment Advisers
New York
$3K +$3.34K +50 New
FGAM
1694
Financial Gravity Asset Management
Texas
$2.18K -$134 -2 -6%
FI
1695
FormulaFolio Investments
Michigan
$2K -$3.78M -56,691 -100%
TCWA
1696
Ten Capital Wealth Advisors
Washington
$2K
TFM
1697
TFC Financial Management
Massachusetts
$2K
TI
1698
Truehand Inc
New Hampshire
$2K
VCM
1699
Versant Capital Management
Arizona
$2K
Kayne Anderson Rudnick Investment Management
1700
Kayne Anderson Rudnick Investment Management
California
$2K +$334 +5 +28%

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.