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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
TA
1001
TruWealth Advisors
Louisiana
$657K +$542K +10,654 New
9WM
1002
9258 Wealth Management
Ohio
$656K -$2.24K -44 -0.4%
VBCG
1003
Valley Brook Capital Group
Pennsylvania
$656K +$541K +10,652 New
PIM
1004
Perpetual Investment Management
Australia
$654K +$546K +10,749 New
OIA
1005
OneDigital Investment Advisors
Kansas
$652K -$9.66K -190 -2%
EP
1006
Elkhorn Partners
Nebraska
$647K -$71.2K -1,400 -12%
TWP
1007
Tempus Wealth Planning
California
$646K -$6.56K -129 -1%
PAS
1008
Park Avenue Securities
New York
$646K +$47.7K +938 +10%
RPCA
1009
Running Point Capital Advisors
California
$641K +$529K +10,401 New
BHB
1010
Bank Hapoalim BM
Israel
$640K -$114K -2,248 -18%
MAFM
1011
Mid Atlantic Financial Management
Pennsylvania
$636K -$10.9K -214 -2%
Fayez Sarofim & Co
1012
Fayez Sarofim & Co
Texas
$635K -$35.3K -694 -6%
BWP
1013
BSW Wealth Partners
Colorado
$633K +$39.4K +776 +8%
1WA
1014
180 Wealth Advisors
Washington
$629K -$32.3K -635 -6%
AFAS
1015
Acorn Financial Advisory Services
Virginia
$628K +$21.6K +424 +4%
SWA
1016
Stratos Wealth Advisors
Ohio
$627K +$517K +10,167 New
CWM
1017
Cabot Wealth Management
Massachusetts
$626K +$4.58K +90 +0.9%
TA
1018
Tiedemann Advisors
New York
$625K +$55.7K +1,096 +12%
RHAM
1019
Round Hill Asset Management
California
$624K +$61K +1,200 +13%
VPIM
1020
Vanguard Personalized Indexing Management
California
$619K +$4.52K +89 +0.9%
OPS
1021
Orion Portfolio Solutions
Nebraska
$612K -$82.7K -1,626 -14%
ABC
1022
Associated Banc-Corp
Wisconsin
$612K -$42.8K -841 -8%
BTWM
1023
Baker Tilly Wealth Management
Wisconsin
$607K +$500K +9,844 New
AA
1024
Ancora Advisors
Ohio
$605K -$159K -3,133 -24%
BCI
1025
Brinker Capital Investments
Pennsylvania
$603K -$5.8M -114,043 -92%

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.