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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
VCG
1451
Vantage Consulting Group
Virginia
$62K +$51.1K +1,005 New
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$61K -$5.08K -100 -9%
PFSC
1453
Peoples Financial Services Corp
Pennsylvania
$61K
FCB
1454
First Command Bank
Texas
$59K -$33.6K -661 -41%
FCFS
1455
First Command Financial Services
Texas
$59K -$33.6K -661 -41%
GWS
1456
Glassman Wealth Services
Virginia
$59K +$14.7K +289 +44%
GTAM
1457
Global Trust Asset Management
Florida
$58K +$5.34K +105 +13%
BA
1458
Bellwether Advisors
Nebraska
$58K +$48.5K +955 New
SGAM
1459
Smith Group Asset Management
Texas
$57K -$661 -13 -1%
LWM
1460
Liberty Wealth Management
California
$57K +$13.1K +257 +36%
JPLA
1461
Joseph P. Lucia & Associates
New York
$57K +$46.8K +921 New
SN
1462
Sittner & Nelson
Oregon
$57K +$47.2K +929 New
LFG
1463
Larson Financial Group
Missouri
$56K -$9.71K -191 -17%
JFA
1464
JNBA Financial Advisors
Minnesota
$55K
JGIA
1465
Jackson Grant Investment Advisers
Connecticut
$55K +$45.7K +900 New
WPA
1466
West Paces Advisors
Georgia
$54.4K
SL
1467
Savior LLC
Massachusetts
$54K -$47K -924 -51%
BG
1468
Bollard Group
Massachusetts
$52K -$16.9K -333 -28%
EIP
1469
Ellis Investment Partners
Pennsylvania
$52K -$9.66K -190 -18%
PMFA
1470
Plante Moran Financial Advisors
Michigan
$52K -$7.27K -143 -14%
GLLW
1471
Graves Light Lenhart Wealth
Virginia
$51K +$42.3K +833 New
BWM
1472
BerganKDV Wealth Management
Minnesota
$50K -$27.9K -548 -40%
FCA
1473
FinTrust Capital Advisors
South Carolina
$49K -$203K -4,000 -84%
OPW
1474
Oxler Private Wealth
New York
$49K +$47K +925 New
APW
1475
Acima Private Wealth
Virginia
$47K

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.