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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
FCI
1301
Financial Counselors Inc
Kansas
$255K +$210K +4,135 New
RBC
1302
Roble Belko & Company
Pennsylvania
$254K
NICM
1303
Neo Ivy Capital Management
New York
$251K +$207K +4,071 New
CAG
1304
Csenge Advisory Group
Florida
$247K -$394K -7,760 -66%
GJIC
1305
Gamble Jones Investment Counsel
California
$247K +$203K +4,000 New
SICM
1306
Sustainable Insight Capital Management
New York
$247K +$203K +4,000 New
RPWA
1307
Regent Peak Wealth Advisors
Georgia
$247K +$203K +4,001 New
CWC
1308
Carolinas Wealth Consulting
North Carolina
$245K +$48.7K +959 +32%
LWM
1309
Laidlaw Wealth Management
New York
$245K +$202K +3,972 New
CAMG
1310
CWA Asset Management Group
Florida
$245K +$202K +3,976 New
CCM
1311
Check Capital Management
California
$243K +$200K +3,935 New
TCM
1312
Tuttle Capital Management
Connecticut
$243K +$200K +3,938 New
MSFS
1313
Main Street Financial Solutions
Pennsylvania
$243K +$200K +3,941 New
CL
1314
Choreo LLC
Illinois
$243K +$201K +3,949 New
BDWM
1315
Brewin Dolphin Wealth Management
Ireland
$243K -$42.1K -828 -17%
EHWM
1316
Eads & Heald Wealth Management
Georgia
$242K +$199K +3,922 New
PIA
1317
Perennial Investment Advisors
California
$242K +$200K +3,925 New
PCP
1318
Proficio Capital Partners
Massachusetts
$240K -$74.3K -1,462 -27%
OC
1319
Oakworth Capital
Alabama
$240K -$14.4K -283 -7%
LWP
1320
Legacy Wealth Planning
Nevada
$240K +$198K +3,894 New
TFS
1321
TrustCore Financial Services
Tennessee
$239K -$131K -2,583 -40%
AWA
1322
AmeriServ Wealth Advisors
Pennsylvania
$238K +$196K +3,855 New
PFC
1323
Phocas Financial Corp
California
$237K
TAIM
1324
TD Ameritrade Investment Management
Nebraska
$236K -$21.7K -427 -10%
PCIA
1325
Prime Capital Investment Advisors
Kansas
$235K -$170K -3,342 -47%

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.