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Citigroup

1,635 hedge funds and large institutions have $97.9B invested in Citigroup in 2020 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 522 increasing their positions, 684 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 110

71% more funds holding in top 10

Funds holding in top 10: 4882 (+34)

46% more capital invested

Capital invested by funds: $67.1B → $97.9B (+$30.8B)

11% more funds holding

Funds holding: 1,4741,635 (+161)

1.43% more ownership

Funds ownership: 74.9%76.33% (+1.4%)

24% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 684

29% less call options, than puts

Call options by funds: $4.17B | Put options by funds: $5.84B

Holders
1,635
Holders Change
+161
Holders Change %
+10.92%
% of All Funds
28.93%
Holding in Top 10
82
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+70.83%
% of All Funds
1.45%
New
297
Increased
522
Reduced
684
Closed
110
Calls
$4.17B
Puts
$5.84B
Net Calls
-$1.67B
Net Calls Change
+$435M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$12.7M +$1.48M +29,036 +16%
KAS
352
Kestra Advisory Services
Texas
$12.7M +$7.61M +149,754 +257%
William Blair & Company
353
William Blair & Company
Illinois
$12.6M -$460K -9,046 -4%
PAM
354
Private Asset Management
California
$12.5M -$1.14M -22,508 -10%
SCA
355
STALEY CAPITAL ADVISERS
Pennsylvania
$12.5M -$440K -8,647 -4%
II
356
IFM Investors
Australia
$12.4M +$1.36M +26,850 +15%
MNBTD
357
Moody National Bank Trust Division
Texas
$12.3M +$225K +4,429 +2%
CTI
358
Community Trust & Investment
Kentucky
$12.3M -$233K -4,588 -2%
Jones Financial Companies
359
Jones Financial Companies
Missouri
$12M -$667K -13,114 -6%
EBSAM
360
Eubel Brady & Suttman Asset Management
Ohio
$12M -$196K -3,847 -2%
DIA
361
Davidson Investment Advisors
Montana
$12M +$2.7M +53,109 +38%
ANI
362
American National Insurance
Texas
$11.7M
CM
363
Castleark Management
Illinois
$11.6M
SCM
364
SKBA Capital Management
California
$11.6M
FNBT
365
FineMark National Bank & Trust
Florida
$11.4M -$1.64M -32,300 -15%
Squarepoint
366
Squarepoint
New York
$11.3M -$24.5M -481,282 -72%
SAM
367
Securian Asset Management
Minnesota
$11.3M -$351K -6,901 -4%
Hudson Bay Capital Management
368
Hudson Bay Capital Management
Connecticut
$11.1M +$9.15M +180,000 New
ELC
369
Edgar Lomax Company
Virginia
$11.1M -$165K -3,250 -2%
BPC
370
Banque Pictet & Cie
Switzerland
$11.1M -$789K -15,519 -8%
NEI
371
Northwest & Ethical Investments
Ontario, Canada
$10.9M +$2.21M +43,440 +32%
JPC
372
Jabodon PT Co
Nevada
$10.9M +$1.97M +38,704 +28%
TNBTD
373
Trustmark National Bank Trust Department
Mississippi
$10.8M +$226K +4,439 +3%
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M -$14.4M -283,180 -62%
TAIM
375
Te Ahumairangi Investment Management
New Zealand
$10.4M +$1.89M +37,245 +28%

C Hedge Fund Activity: Q4 2020 in Review

1,635 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2020, worth a combined $97.9B — up 46% from $67.1B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new C positions and 110 closed out — a net gain of 187 holders — while 522 added to existing stakes and 684 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.15B. The largest seller was Susquehanna International Group, cutting an estimated $703M.

  • 1,635 institutional investors held Citigroup (C) as of Q4 2020, up from 1,474 in Q3 2020.
  • Funds reported $97.9B of Citigroup stock for Q4 2020, up 46% quarter-over-quarter.
  • 297 funds opened new Citigroup positions in Q4 2020 and 110 closed out, a net change of +187 holders.
  • The largest Citigroup buyer in Q4 2020 was Capital World Investors, an estimated $1.15B added.
  • The largest Citigroup seller in Q4 2020 was Susquehanna International Group, an estimated $703M sold.

Based on aggregated 13F filings for Q4 2020.