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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
DWM
1051
Dorchester Wealth Management
Quebec, Canada
$558K -$158K -3,100 -26%
BBI
1052
Baxter Bros Inc
Connecticut
$558K -$15.5K -304 -3%
FNT
1053
First National Trust
Pennsylvania
$557K +$459K +9,029 New
FCH
1054
Freestone Capital Holdings
Washington
$556K -$50.8K -999 -10%
WA
1055
Wealth Alliance
New York
$556K +$62K +1,220 +16%
OWA
1056
One Wealth Advisors
California
$554K -$25.4K -499 -5%
MBT
1057
Montecito Bank & Trust
California
$554K +$92.1K +1,811 +25%
IWP
1058
Icon Wealth Partners
Texas
$552K +$62.3K +1,225 +16%
BBHC
1059
Brown Brothers Harriman & Co
New York
$551K +$166K +3,259 +57%
PWAP
1060
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$541K -$37.8K -743 -8%
IA
1061
IFG Advisors
Missouri
$539K +$3.96K +78 +0.9%
NB
1062
Northwest Bancshares
Pennsylvania
$538K -$649K -12,773 -59%
PFS
1063
Prospera Financial Services
Texas
$538K +$109K +2,137 +32%
AIC
1064
Ameritas Investment Company
Nebraska
$538K +$443K +8,724 New
AF
1065
Advisornet Financial
Minnesota
$536K -$20K -394 -4%
WEC
1066
Winslow Evans & Crocker
Massachusetts
$533K +$100K +1,970 +30%
BFA
1067
Beaumont Financial Advisors
Massachusetts
$530K -$44.2K -870 -9%
HI
1068
HBK Investments
Texas
$529K -$2.42M -47,645 -85%
NSIM
1069
North Star Investment Management
Illinois
$529K +$19K +374 +5%
NL
1070
NWAM LLC
Washington
$527K +$434K +8,542 New
IFG
1071
Independent Financial Group
California
$526K -$140K -2,762 -24%
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$526K -$311K -6,117 -42%
ET
1073
Equitable Trust
Tennessee
$526K -$197K -3,870 -31%
S
1074
SignatureFD
Georgia
$523K -$55.7K -1,095 -11%
OCM
1075
Orion Capital Management
California
$523K +$482K +9,480 New

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.