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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
ADIM
1526
Alpha DNA Investment Management
Maryland
$24K +$20.3K +399 New
CFO
1527
CVA Family Office
Colorado
$23K -$27.2K -535 -59%
CDIA
1528
Capital Directions Investment Advisors
Georgia
$23K -$15.3K -300 -45%
LF
1529
Lee Financial
Texas
$23K
ST
1530
Sageworth Trust
Pennsylvania
$23K
TF
1531
Tompkins Financial
New York
$23K +$5.03K +99 +37%
MWP
1532
Meridian Wealth Partners
Pennsylvania
$23K +$18.9K +371 New
CA
1533
Crewe Advisors
Utah
$22K
SIAG
1534
Safeguard Investment Advisory Group
California
$22K +$18.7K +368 New
BI
1535
Blooom Inc
Kansas
$22K +$630K +12,385 New
BC
1536
Barnett & Company
Tennessee
$21K
MAWCM
1537
Mine & Arao Wealth Creation & Management
California
$20K +$51 +1 +0.3%
FRA
1538
Front Row Advisors
California
$20K +$4.37K +86 +36%
CH
1539
Canton Hathaway
Rhode Island
$20K +$16.1K +317 New
EWA
1540
Evolution Wealth Advisors
Florida
$17K -$118K -2,325 -89%
EWM
1541
Edge Wealth Management
New York
$17K -$102K -2,013 -88%
HFM
1542
Harvest Fund Management
China
$17K -$5.79K -114 -28%
KCM
1543
Kathmere Capital Management
Pennsylvania
$17K +$3.61K +71 +36%
MLFP
1544
MPS Loria Financial Planners
Illinois
$17K +$8.18K +161 +132%
HI
1545
Hoey Investments
Pennsylvania
$16K
VFIC
1546
Valley Forge Investment Consultants
Pennsylvania
$16K +$13K +256 New
FFA
1547
Freedman Financial Associates
Massachusetts
$15K +$12.4K +244 New
AFS
1548
Annapolis Financial Services
Maryland
$15K +$12.7K +250 New
BWP
1549
Baldwin Wealth Partners
Massachusetts
$14K -$32.5K -640 -74%
CTB
1550
Country Trust Bank
Illinois
$14K -$2.75K -54 -19%

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.