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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
PWPS
1101
Pinnacle Wealth Planning Services
Ohio
$487K +$5.54K +109 +1%
TCOV
1102
Trust Company of Vermont
Vermont
$485K +$68.5K +1,348 +21%
AIM
1103
Aspen Investment Management
Michigan
$480K -$34.7K -682 -8%
CWM
1104
Cornerstone Wealth Management
Missouri
$480K +$14.7K +290 +4%
BP
1105
Ballentine Partners
Massachusetts
$479K -$112K -2,209 -22%
AF
1106
Affiance Financial
Minnesota
$479K
NNP
1107
Nachman Norwood & Parrott
South Carolina
$478K +$8.13K +160 +2%
EWA
1108
EP Wealth Advisors
California
$478K +$394K +7,748 New
KFA
1109
Kelleher Financial Advisors
New York
$474K +$51 +1 +0%
WSTAM
1110
Wilbanks Smith & Thomas Asset Management
Virginia
$472K -$69.9K -1,375 -15%
EP
1111
Eudaimonia Partners
Tennessee
$471K +$127K +2,492 +48%
Fisher Asset Management
1112
Fisher Asset Management
Washington
$470K -$109K -2,141 -22%
FNBOO
1113
First National Bank of Omaha
Nebraska
$470K -$23.8K -468 -6%
FVCM
1114
F&V Capital Management
Florida
$469K -$18K -355 -4%
IAMOG
1115
Investors Asset Management of Georgia
Georgia
$467K
AA
1116
Apriem Advisors
California
$466K -$6.15K -121 -2%
OIM
1117
Orca Investment Management
Oregon
$465K +$384K +7,548 New
IDBONY
1118
Israel Discount Bank of New York
New York
$463K -$174K -3,417 -31%
CFG
1119
Cooper Financial Group
California
$463K +$35.4K +696 +10%
ADL
1120
Asset Dedication LLC
California
$463K +$129K +2,545 +51%
PCA
1121
Personal Capital Advisors
California
$462K -$105K -2,063 -22%
WQ
1122
Wealth Quarterback
New Jersey
$456K -$233K -4,578 -38%
UWM
1123
Urban Wealth Management
California
$456K +$376K +7,401 New
FMLI
1124
Fukoku Mutual Life Insurance
Japan
$455K -$40.7K -800 -10%
EGA
1125
Eagle Global Advisors
Texas
$453K +$22.9K +450 +7%

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.