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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
SQA
1476
Simon Quick Advisors
New Jersey
$47K +$38.7K +761 New
AP
1477
Arlington Partners
Alabama
$46K
DAC
1478
Dividend Assets Capital
South Carolina
$46K +$37.9K +745 New
MMG
1479
Monetary Management Group
Missouri
$45K -$50.8K -1,000 -58%
PWA
1480
Phoenix Wealth Advisors
North Carolina
$45K +$37K +727 New
KFI
1481
Key Financial Inc
Pennsylvania
$44K +$35.9K +707 New
SA
1482
SRH Advisors
Kansas
$43K
FCMT
1483
Founders Capital Management (Texas)
Texas
$43K +$35.6K +700 New
SFSIG
1484
San Francisco Sentry Investment Group
California
$42K -$6.2K -122 -15%
DWP
1485
Destiny Wealth Partners
Florida
$41K +$33.4K +658 New
AIG
1486
American International Group
New York
$39.1K -$1.24M -24,435 -4%
TIAM2
1487
Tru Independence Asset Management 2
Oregon
$39K +$31.9K +627 New
HI
1488
Hudock Inc
Pennsylvania
$38K -$11.7K -231 -27%
VNA
1489
Valley National Advisers
Pennsylvania
$37K -$10.2K -200 -25%
CWM
1490
Cranbrook Wealth Management
Michigan
$37K
LWA
1491
Lenox Wealth Advisors
New York
$37K +$20.1K +396 +198%
SIAG
1492
Signet Investment Advisory Group
Rhode Island
$37K +$30.5K +600 New
FPFS
1493
First Personal Financial Services
North Carolina
$36K
LJHT
1494
Laurie J. Hall Trustee
$35K -$5.08K -100 -15%
HIM
1495
Hillsdale Investment Management
Ontario, Canada
$35K +$28.5K +560 New
FP
1496
Financial Perspectives
Minnesota
$34.9K
IRAG
1497
Investment Research & Advisory Group
Georgia
$34K
AWG
1498
Altus Wealth Group
Colorado
$34K +$27.8K +547 New
RWA
1499
Ropes Wealth Advisors
Massachusetts
$33K -$28.5K -561 -51%
PO
1500
Private Ocean
California
$33K -$11.2K -221 -30%

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.