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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
BG
1151
Berry Group
Massachusetts
$413K +$341K +6,700 New
BCM
1152
Boltwood Capital Management
California
$409K -$401K -7,880 -54%
NAM
1153
North American Management
Massachusetts
$408K -$173K -3,400 -34%
FAIM
1154
Financial Advocates Investment Management
Washington
$408K +$49.3K +969 +17%
JCM
1155
Jacobi Capital Management
Pennsylvania
$407K +$26.5K +521 +9%
JFL
1156
Jarislowsky, Fraser Ltd
Quebec, Canada
$406K
LB
1157
Legacy Bridge
Iowa
$405K -$228K -4,494 -41%
KMWM
1158
Keudell/Morrison Wealth Management
Oregon
$405K +$63.4K +1,247 +23%
OR
1159
Olympiad Research
Connecticut
$403K +$333K +6,543 New
WW
1160
Waterfront Wealth
Kansas
$401K +$330K +6,496 New
SC
1161
Shay Capital
New York
$401K +$330K +6,500 New
MWC
1162
MBM Wealth Consultants
Missouri
$395K -$813 -16 -0.2%
TFCP
1163
Twin Focus Capital Partners
Massachusetts
$395K -$152 -3 -0%
SWM
1164
SVA Wealth Management
Wisconsin
$392K -$546K -10,737 -63%
CS
1165
Capital Square
Tennessee
$392K +$324K +6,365 New
FCCM
1166
First City Capital Management
Georgia
$391K +$315K +6,194 New
GCIA
1167
Gabelli & Co Investment Advisers
New York
$388K +$15.3K +300 +5%
BOPW
1168
Brandywine Oak Private Wealth
Pennsylvania
$386K -$98.7K -1,941 -24%
CCM
1169
Coldstream Capital Management
Washington
$386K +$72.1K +1,418 +29%
TI
1170
Tidal Investments
Wisconsin
$386K +$318K +6,257 New
LDFR
1171
Lehman & Derafelo Financial Resources
Pennsylvania
$382K +$35.4K +697 +13%
PBT
1172
Pictet Bank & Trust
Bahamas
$380K -$259K -5,100 -45%
FMBTD
1173
First Midwest Bank Trust Division
Illinois
$380K -$145K -2,848 -32%
BO
1174
BRR OpCo
Ohio
$376K -$14.7K -289 -5%
BDS
1175
Banco de Sabadell
Florida
$369K -$1.09M -21,390 -78%

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.