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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
BCM
576
Brookstone Capital Management
Illinois
$3.51M +$55.3K +1,087 +2%
FI
577
FormulaFolio Investments
Michigan
$3.5M +$2.88M +56,719 New
SPIA
578
Steward Partners Investment Advisory
New York
$3.48M +$523K +10,282 +22%
CA
579
Cetera Advisors
Colorado
$3.45M -$346K -6,814 -11%
AP
580
Advisor Partners
California
$3.4M -$338K -6,641 -11%
SFS
581
Sowell Financial Services
Arkansas
$3.4M +$120K +2,367 +4%
BAM
582
Belpointe Asset Management
Nevada
$3.38M +$2.03M +39,868 +268%
HRC
583
Hoertkorn Richard Charles
$3.35M +$20.3K +400 +0.7%
BCM
584
Basswood Capital Management
New York
$3.31M
MCM
585
MAI Capital Management
Ohio
$3.31M -$417K -8,202 -13%
APP
586
Avantax Planning Partners
Iowa
$3.3M -$622K -12,238 -19%
RIM
587
Redpoint Investment Management
Australia
$3.29M +$112K +2,208 +4%
JG
588
Jefferies Group
New York
$3.28M +$2.7M +53,139 New
FNBOMD
589
First National Bank of Mount Dora
Florida
$3.27M +$190K +3,736 +8%
CPO
590
Cerity Partners OCIO
New York
$3.25M +$2.25M +44,178 +516%
DADC
591
D.A. Davidson & Co
Montana
$3.25M -$207K -4,073 -7%
MPAM
592
Murphy Pohlad Asset Management
Minnesota
$3.25M -$245K -4,825 -8%
PP
593
Patten & Patten
Tennessee
$3.24M -$163K -3,204 -6%
CA
594
Continental Advisors
Utah
$3.22M +$457K +9,000 +21%
TF
595
TIAA FSB
Florida
$3.21M -$247K -4,866 -9%
V
596
Veritable
Delaware
$3.2M -$49.4K -972 -2%
TPCW
597
TD Private Client Wealth
New York
$3.13M +$97.1K +1,911 +4%
FA
598
Fagan Associates
New York
$3.1M -$23.9K -471 -0.9%
Mercer Global Advisors
599
Mercer Global Advisors
Colorado
$3.1M +$21.6K +425 +0.9%
SCM
600
Shelton Capital Management
Colorado
$3.09M +$351K +6,914 +16%

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.