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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
CWA
1426
Clearview Wealth Advisors
Oregon
$87K +$71.5K +1,407 New
IF
1427
Ironwood Financial
Arizona
$82K
RFA
1428
Reilly Financial Advisors
California
$80K +$23.4K +461 +55%
AW
1429
Avion Wealth
Texas
$78K +$610 +12 +1%
SLF
1430
Sun Life Financial
Ontario, Canada
$76K -$610 -12 -1%
BWM
1431
Baystate Wealth Management
Massachusetts
$76K -$407 -8 -0.6%
SAM
1432
S.A. Mason
Michigan
$74K -$2.95K -58 -5%
EFSCE
1433
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$1.02K -20 -2%
AA
1434
Addison Advisors
Vermont
$74K +$61.3K +1,205 New
FPS
1435
Fieldpoint Private Securities
Connecticut
$73K +$60K +1,180 New
WWM
1436
Wolff Wiese Magana
California
$73K +$60.4K +1,189 New
FNBOSM
1437
First National Bank of South Miami
Florida
$72K -$23.5K -463 -28%
AWM
1438
Avior Wealth Management
Nebraska
$72K +$4.78K +94 +9%
TFGT
1439
TS Financial Group (TSFG)
Illinois
$70K -$407 -8 -0.7%
DOA
1440
D'Orazio & Associates
Virginia
$70K +$26.7K +526 +85%
FMII
1441
Farmers & Merchants Investments Inc
Nebraska
$69K
JAM
1442
JCIC Asset Management
Ontario, Canada
$69K +$43K +845 +307%
CFFP
1443
Center for Financial Planning
Michigan
$68K
GSAM
1444
Grant Street Asset Management
Pennsylvania
$68K +$56.3K +1,107 New
NFSG
1445
Newbridge Financial Services Group
Florida
$66K -$42.5K -836 -44%
TWA
1446
TCI Wealth Advisors
Arizona
$66K +$712 +14 +1%
SWA
1447
SOA Wealth Advisors
New York
$66K +$52.9K +1,041 New
CCA
1448
Column Capital Advisors
Indiana
$65K -$16.1K -317 -23%
EARNEST Partners
1449
EARNEST Partners
Georgia
$64K
MF
1450
Manchester Financial
California
$64K

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.