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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
FFG
1401
Fortem Financial Group
California
$125K +$103K +2,032 New
AWM
1402
Accel Wealth Management
Iowa
$123K +$102K +2,002 New
PGAM
1403
Princeton Global Asset Management
New Jersey
$121K -$7.07K -139 -7%
CL
1404
COWA LLC
Oklahoma
$121K +$94K +1,850 New
UMC
1405
United Maritime Capital
New York
$119K +$98.1K +1,929 New
EW
1406
Evoke Wealth
California
$118K -$43.2K -849 -31%
SBL
1407
Sargent Bickham Lagudis
Colorado
$118K +$31.5K +619 +48%
CHA
1408
Carmichael Hill & Associates
Maryland
$115K +$12.6K +247 +15%
SIM
1409
Sonora Investment Management
Arizona
$110K -$4.12K -81 -4%
ME
1410
McIlrath & Eck
Washington
$110K +$152 +3 +0.2%
PS
1411
Planned Solutions
California
$107K +$11.8K +232 +15%
CFG
1412
CKW Financial Group
Hawaii
$105K
IFAM
1413
Institutional & Family Asset Management
Colorado
$105K +$4.47K +88 +5%
CHC
1414
City Holding Co
West Virginia
$104K -$28K -550 -25%
GAM
1415
Gemmer Asset Management
California
$104K -$661 -13 -0.8%
DAM
1416
Delta Asset Management
Tennessee
$101K +$8.39K +165 +11%
TC
1417
Tacita Capital
Ontario, Canada
$98K +$80.5K +1,584 New
FA
1418
Financial Avengers
California
$97K +$80K +1,574 New
OP
1419
Oldfield Partners
United Kingdom
$96.2K -$1.81M -35,600 -2%
WB
1420
Webster Bank
Connecticut
$95K
PFO
1421
Pathstone Family Office
New Jersey
$95K +$77.1K +1,517 +6,068%
JWA
1422
JFS Wealth Advisors
Pennsylvania
$94K +$10.4K +204 +15%
MGIM
1423
M&G Investment Management
United Kingdom
$91.5K -$47.1M -927,520 -39%
FMP
1424
Financial Management Professionals
Texas
$89K +$5.18K +102 +8%
DSC
1425
Duncker Streett & Co
Missouri
$87K +$12.9K +253 +22%

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.