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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
BSW
1201
Buckingham Strategic Wealth
Missouri
$339K +$16.3K +320 +6%
AIC
1202
Ayalon Insurance Company
Israel
$338K +$201K +3,950 +258%
TFS
1203
Thoroughbred Financial Services
Tennessee
$336K -$98.6K -1,940 -26%
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$335K -$74.8K -1,471 -21%
PTP
1205
Platform Technology Partners
New York
$334K +$275K +5,414 New
EA
1206
Emerald Advisors
Washington
$331K -$183K -3,592 -40%
STA
1207
Summit Trail Advisors
New York
$330K -$77.8K -1,530 -22%
JWM
1208
Jeppson Wealth Management
California
$330K +$1.32K +26 +0.5%
CFD
1209
Creative Financial Designs
Indiana
$330K +$11.4K +224 +4%
LWCFA
1210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K +$166K +3,270 +160%
PA
1211
Parallel Advisors
California
$324K -$476K -9,364 -64%
TFO
1212
Tarbox Family Office
California
$323K +$7.32K +144 +3%
PCS
1213
Personal CFO Solutions
New Jersey
$322K +$266K +5,227 New
SCM
1214
Shapiro Capital Management
Georgia
$322K +$265K +5,220 New
WA
1215
WBH Advisory
Maryland
$321K -$77.4K -1,522 -23%
FLPIM
1216
F.L. Putnam Investment Management
Massachusetts
$320K -$3.81K -75 -1%
OIA
1217
Optimum Investment Advisors
Illinois
$319K -$169K -3,320 -39%
GWCM
1218
Godshalk Welsh Capital Management
Pennsylvania
$319K
WCM
1219
Whitener Capital Management
North Carolina
$318K -$51.8K -1,020 -16%
FNC
1220
First National Corp
Massachusetts
$318K +$262K +5,152 New
PCM
1221
Perritt Capital Management
Illinois
$317K +$6.1K +120 +2%
RIM
1222
Reliant Investment Management
Tennessee
$316K -$15.5K -305 -6%
LF
1223
Lantz Financial
Illinois
$315K -$17.7K -349 -6%
CAM
1224
Costello Asset Management
Pennsylvania
$315K -$9.76K -192 -4%
WT
1225
Washington Trust
Rhode Island
$313K -$3.15K -62 -1%

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.