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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
FMTC
1801
Farmers & Merchants Trust Company
California
-$202K -2,776 Closed
FFWM
1802
Future Financial Wealth Management
Ohio
-$202K -2,775 Closed
VM
1803
Venator Management
Pennsylvania
-$202K -2,775 Closed
SFA
1804
Source Financial Advisors
New York
-$201K -2,768 Closed
HL
1805
HeadInvest LLC
Maine
-$200K -2,757 Closed
GSAM
1806
Grant Street Asset Management
Pennsylvania
-$140K -1,923 Closed
WAM
1807
Wolverine Asset Management
Illinois
-$97K -1,346 Closed
SLF
1808
Sun Life Financial
Ontario, Canada
-$89K -1,227 Closed
MF
1809
Manchester Financial
California
-$73K -997 Closed
PHK
1810
Point72 Hong Kong
Hong Kong
-$69.4K -938 Closed
CL
1811
COWA LLC
Oklahoma
-$61K -850 Closed
ITFISA
1812
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$58.3K -802 Closed
MWM
1813
Mascoma Wealth Management
New Hampshire
-$56K -763 Closed
DWP
1814
Destiny Wealth Partners
Florida
-$48K -662 Closed
LGWM
1815
Litman Gregory Wealth Management
California
-$37K -515 Closed
PO
1816
Private Ocean
California
-$36K -498 Closed
MWP
1817
Meridian Wealth Partners
Pennsylvania
-$34K -466 Closed
APWM
1818
Atlas Private Wealth Management
New York
-$31K -431 Closed
ADIM
1819
Alpha DNA Investment Management
Maryland
-$29K -404 Closed
WCM
1820
Wealthcare Capital Management
Virginia
-$29K -399 Closed
BC
1821
Barnett & Company
Tennessee
-$25K -350 Closed
PCM
1822
Penserra Capital Management
California
-$24K -333 Closed
ACM
1823
Allred Capital Management
Texas
-$20.7K -284 Closed
MLFP
1824
MPS Loria Financial Planners
Illinois
-$20K -284 Closed
CH
1825
Canton Hathaway
Rhode Island
-$15K -212 Closed

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.