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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
V
1026
VeraBank
Texas
$602K -$185K -3,638 -27%
SM
1027
Sciencast Management
New Jersey
$598K -$1.41M -27,646 -75%
TPWA
1028
TRUE Private Wealth Advisors
Oregon
$597K +$408K +8,024 +480%
GA
1029
GFS Advisors
Texas
$593K
QCG
1030
Quadrant Capital Group
Ohio
$593K +$98.2K +1,932 +25%
Fiera Capital (Canada)
1031
Fiera Capital (Canada)
Quebec, Canada
$592K -$170K -3,347 -26%
RCM
1032
RNC Capital Management
California
$589K -$27.9M -549,798 -98%
KA
1033
Kovack Advisors
Florida
$589K +$27.8K +546 +6%
SIC
1034
Samalin Investment Counsel
New York
$588K -$7.57K -149 -2%
VM
1035
Venator Management
Pennsylvania
$586K +$483K +9,505 New
AFC
1036
AFT Forsyth & Company
Florida
$585K -$78K -1,535 -14%
FHA
1037
First Horizon Advisors
Tennessee
$585K -$3.51K -69 -0.7%
LSAG
1038
Lake Street Advisors Group
New Hampshire
$584K +$20.1K +395 +4%
TW
1039
TrinityPoint Wealth
Connecticut
$582K +$4.37K +86 +0.9%
BFEC
1040
Benjamin F. Edwards & Company
Missouri
$581K -$774K -15,218 -62%
IIM
1041
Ironwood Investment Management
Massachusetts
$581K -$45.7K -900 -9%
LBD
1042
Landsberg Bennett & Dubbaneh
Florida
$580K +$478K +9,412 New
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$578K +$145K +2,853 +44%
CA
1044
Clearstead Advisors
Ohio
$577K -$39.5K -777 -8%
PAM
1045
Paradigm Asset Management
New York
$573K -$1.24M -24,300 -72%
IBOK
1046
Independence Bank of Kentucky
Kentucky
$573K -$106K -2,084 -18%
CL
1047
CSS LLC
Illinois
$573K
CWM
1048
CCG Wealth Management
California
$571K +$471K +9,262 New
JIC
1049
Johnson Investment Counsel
Ohio
$565K +$84.3K +1,659 +22%
RVPG
1050
Relative Value Partners Group
$560K -$41.4K -815 -8%

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.