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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
AG
926
AlphaSimPlex Group
Massachusetts
$848K -$48.7K -958 -7%
IWM
927
IHT Wealth Management
Illinois
$846K +$263K +5,167 +60%
PWM
928
Perigon Wealth Management
California
$843K +$121K +2,390 +21%
LFF
929
Level Four Financial
Texas
$841K +$694K +13,645 New
DCM
930
Dimension Capital Management
Florida
$836K +$70.4K +1,385 +11%
KLCM
931
KG&L Capital Management
Louisiana
$835K -$70.7K -1,391 -9%
KeyBank National Association
932
KeyBank National Association
Ohio
$826K -$252K -4,962 -27%
SCA
933
Stillwater Capital Advisors
Pennsylvania
$825K -$15.1K -297 -2%
DWT
934
Dorsey & Whitney Trust
South Dakota
$824K +$146K +2,872 +27%
MMPW
935
Mitchell McLeod Pugh & Williams
Alabama
$820K -$5.08K -100 -0.7%
WPC
936
White Pine Capital
Minnesota
$817K -$53.9K -1,060 -7%
FMB
937
Field & Main Bank
Kentucky
$814K -$255K -5,015 -28%
EIM
938
Essex Investment Management
Massachusetts
$813K +$670K +13,182 New
SCI
939
Stableford Capital II
Arizona
$811K +$669K +13,153 New
HC
940
Henshaw Capital
Massachusetts
$811K +$6.05K +119 +0.9%
NFG
941
Next Financial Group
Texas
$798K -$175K -3,447 -21%
CBB
942
Citizens Business Bank
California
$797K -$193K -3,788 -23%
YWP
943
YorkBridge Wealth Partners
New York
$796K -$65.3K -1,285 -9%
IA
944
IFP Advisors
Florida
$794K +$99.6K +1,959 +18%
CGL
945
Clarius Group LLC
Washington
$791K +$80.5K +1,583 +14%
SKK
946
Shepherd Kaplan Krochuk
Massachusetts
$789K -$81.3K -1,600 -11%
III
947
Independent Investors Inc
New York
$788K
WC
948
Weil Company
California
$785K -$1.4M -27,581 -68%
BS
949
Bessemer Securities
New York
$782K -$513K -10,100 -44%
AHC
950
Adell Harriman & Carpenter
Texas
$782K -$152K -2,992 -19%

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.