We are live on ! Find out more
C icon

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
QTM
1351
qPULA Trading Management
New York
$217K +$179K +3,520 New
EI
1352
Ellevest Inc
New York
$215K -$217K -4,267 -55%
SWA
1353
Sightline Wealth Advisors
Connecticut
$215K +$177K +3,481 New
HAFS
1354
Hapanowicz & Associates Financial Services
Pennsylvania
$213K +$175K +3,451 New
SYBT
1355
Stock Yards Bank & Trust
Kentucky
$213K +$176K +3,462 New
HPWM
1356
Highland Private Wealth Management
Washington
$213K +$176K +3,466 New
SVWAG
1357
Sound View Wealth Advisors Group
Georgia
$212K +$175K +3,434 New
CC
1358
Constitution Capital
Connecticut
$211K +$174K +3,424 New
JC
1359
JCSD Capital
California
$210K -$2.13M -42,000 -93%
SA
1360
Strategic Advisors
New York
$209K +$161K +3,175 New
HWA
1361
Heritage Wealth Advisors
Virginia
$208K -$17.7K -349 -7%
MWM
1362
Meridian Wealth Management
Kentucky
$205K -$127K -2,500 -43%
UBG
1363
United Bank (Georgia)
Georgia
$204K -$70.6K -1,388 -30%
BWP
1364
Bernardo Wealth Planning
Pennsylvania
$204K +$168K +3,310 New
GL
1365
Graypoint LLC
New York
$203K -$71.9K -1,415 -30%
EWM
1366
EPG Wealth Management
Georgia
$202K +$167K +3,276 New
MWA
1367
Meridian Wealth Advisors
Texas
$200K +$165K +3,245 New
RWB
1368
RMR Wealth Builders
New Jersey
$197K -$112K -2,198 -41%
VLKIM
1369
Van Lanschot Kempen Investment Management
Netherlands
$196K
TFIPS
1370
Towarzystwo Funduszy Inwestycyjnych PZU SA
$193K +$159K +3,125 New
HCP
1371
Hexagon Capital Partners
Arkansas
$184K
PB
1372
Pinnacle Bancorp
Nebraska
$183K
BCWM
1373
Bartlett & Co Wealth Management
Ohio
$182K +$4.32K +85 +3%
CB
1374
CNB Bank
Pennsylvania
$182K -$11.8K -233 -7%
BC
1375
Bartlett & Co
Ohio
$182K +$4.32K +85 +3%

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.