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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
HIA
1376
Harbor Investment Advisory
Maryland
$180K +$81.5K +1,604 +122%
CT
1377
Caldwell Trust
Florida
$179K +$11.5K +226 +8%
MHR
1378
Matthew Hamilton Rosenberg
$176K +$18.2K +358 +14%
GRP
1379
Global Retirement Partners
California
$174K -$1.2M -23,516 -89%
SWA
1380
Sutton Wealth Advisors
Florida
$172K -$508 -10 -0.4%
AWM
1381
AllSquare Wealth Management
New York
$171K +$66.1K +1,300 +89%
WIM
1382
Westside Investment Management
California
$167K -$45.7K -900 -7%
Assenagon Asset Management
1383
Assenagon Asset Management
Luxembourg
$167K +$137K +2,702 New
SAI
1384
Systematic Alpha Investments
New Jersey
$165K +$136K +2,670 New
BCA
1385
Berman Capital Advisors
Georgia
$161K -$20K -393 -13%
SWM
1386
Sugarloaf Wealth Management
Georgia
$155K -$5.03K -99 -4%
ONST
1387
Old North State Trust
North Carolina
$152K +$97.5K +1,919 +348%
SCM
1388
Silvant Capital Management
Georgia
$147K
VRM
1389
Vectors Research Management
New York
$146K -$173K -3,403 -59%
SFO
1390
Standard Family Office
South Dakota
$145K +$120K +2,354 New
CB
1391
Community Bank
New York
$141K -$1.22K -24 -1%
AWA
1392
Arkadios Wealth Advisors
Georgia
$141K +$78.3K +1,540 +205%
KPCM
1393
Kings Point Capital Management
New York
$139K -$43K -845 -27%
MCM
1394
MV Capital Management
Maryland
$137K -$7.63K -150 -6%
CCC
1395
Crescent Capital Consulting
Louisiana
$136K +$112K +2,200 New
MA
1396
Montag & Associates
Georgia
$134K +$111K +2,177 New
HCM
1397
Highlander Capital Management
New Jersey
$131K -$14.2K -280 -12%
JFGIW
1398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K +$65.5K +1,289 +153%
SIM
1399
Seaview Investment Managers
Florida
$129K -$102 -2 -0.1%
PWMG
1400
Prestige Wealth Management Group
New Jersey
$128K +$5.54K +109 +6%

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.