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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
HWA
751
HCR Wealth Advisors
California
$1.76M +$610K +12,010 +73%
BCM
752
Barometer Capital Management
Ontario, Canada
$1.75M +$1.45M +28,600 New
KA
753
Kintegral Advisory
New York
$1.74M
SIMM
754
Stillwater Investment Management (Minnesota)
Minnesota
$1.74M -$141K -2,771 -9%
MS
755
Maven Securities
Jersey
$1.74M -$1.75M -34,423 -55%
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$1.73M -$17.8K -351 -1%
ASN
757
Advisory Services Network
Georgia
$1.71M -$170K -3,338 -11%
IMRF
758
Illinois Municipal Retirement Fund
Illinois
$1.7M +$636K +12,512 +83%
AAS
759
Avantax Advisory Services
Texas
$1.69M -$1.87M -36,767 -57%
TCM
760
Tandem Capital Management
New Jersey
$1.69M -$127K -2,490 -8%
SWP
761
Stratos Wealth Partners
Ohio
$1.68M -$117K -2,295 -8%
KCM
762
Kornitzer Capital Management
Kansas
$1.67M +$938K +18,450 +212%
BAM
763
Boyar Asset Management
New York
$1.67M -$52.6K -1,035 -4%
MFG
764
MidWestOne Financial Group
Iowa
$1.66M -$77.4K -1,522 -5%
WSC
765
Wellington Shields & Co
New York
$1.66M +$251K +4,945 +23%
FCBT
766
First Citizens Bank & Trust
North Carolina
$1.65M -$202K -3,974 -13%
ST
767
Somerset Trust
Pennsylvania
$1.65M -$4.17K -82 -0.3%
PHK
768
Point72 Hong Kong
Hong Kong
$1.65M +$1.36M +26,751 New
IFWM
769
Institute for Wealth Management
Colorado
$1.64M -$49.4K -971 -4%
Qube Research & Technologies (QRT)
770
Qube Research & Technologies (QRT)
United Kingdom
$1.63M -$16.4M -322,430 -92%
SACTSONJ
771
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.61M
OAG
772
Orbis Allan Gray
Bermuda
$1.61M -$3.98M -78,285 -75%
AC
773
Allstate Corporation
Illinois
$1.61M +$505K +9,927 +62%
TC
774
TownSquare Capital
Utah
$1.6M +$45.2K +890 +4%
FA
775
FMA Advisory
Pennsylvania
$1.6M -$147K -2,890 -10%

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.