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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
LWANC
1501
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$2.39K -47 -8%
O
1502
Ossiam
France
$32K -$6.84M -134,506 -100%
LGWM
1503
Litman Gregory Wealth Management
California
$32K
CFN
1504
Cordasco Financial Network
Florida
$32K +$20.3K +400 +345%
FPW
1505
Flagship Private Wealth
Massachusetts
$31.9K +$27.3K +538 New
FFC
1506
First Financial Corp
Indiana
$31K
HCM
1507
Horrell Capital Management
Arkansas
$31K
M
1508
MOTCO
Texas
$31K +$2.8K +55 +12%
SIS
1509
Sound Income Strategies
Florida
$31K +$5.08K +100 +25%
BWM
1510
Birchcreek Wealth Management
Ohio
$31K +$26.3K +518 New
ATC
1511
Adirondack Trust Company
New York
$30K +$51 +1 +0.2%
RCA
1512
Ranch Capital Advisors
Florida
$30K +$1.68K +33 +7%
OAJ
1513
Ogorek Anthony Joseph
New York
$29K
JMF
1514
Johnson Midwest Financial
Iowa
$29K +$23.9K +471 New
CTFG
1515
Capstone Triton Financial Group
Oklahoma
$29K +$24.1K +475 New
LGA
1516
Lebenthal Global Advisors
New York
$29K +$24.3K +478 New
SFG
1517
Sage Financial Group
Pennsylvania
$28K
COCM
1518
Charter Oak Capital Management
New Hampshire
$28K +$23.2K +456 New
APWM
1519
Atlas Private Wealth Management
New York
$27K
MCM
1520
McMillion Capital Management
North Carolina
$27K +$22.6K +444 New
TC
1521
Trust Company
Kansas
$26K -$508 -10 -2%
HWA
1522
HHM Wealth Advisors
Tennessee
$25K -$5.08K -100 -20%
SFPG
1523
Stonebridge Financial Planning Group
Florida
$25K
TIM
1524
Tortoise Investment Management
New York
$25K +$1.32K +26 +7%
AWMS
1525
Advocacy Wealth Management Services
Georgia
$24K

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.