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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B -$70.8M -1,393,184 -0.8%
BlackRock
2
BlackRock
New York
$9.6B -$101M -1,995,848 -1%
State Street
3
State Street
Massachusetts
$5.47B -$14.3M -281,060 -0.3%
Bank of America
4
Bank of America
North Carolina
$2.99B -$11.2M -219,626 -0.5%
Capital World Investors
5
Capital World Investors
California
$2.69B +$1.15B +22,639,531 +108%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.41B +$254M +4,999,115 +15%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.07B +$1.03B +20,242,820 +153%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.96B +$20M +393,124 +1%
Norges Bank
9
Norges Bank
Norway
$1.83B +$127M +2,495,617 +9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.77B -$19.2M -377,548 -1%
Harris Associates
11
Harris Associates
Illinois
$1.67B +$57.5M +1,132,146 +4%
VH
12
ValueAct Holdings
California
$1.67B
Northern Trust
13
Northern Trust
Illinois
$1.61B -$29.9M -587,970 -2%
Sanders Capital
14
Sanders Capital
Florida
$1.59B +$280M +5,512,418 +27%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.48B +$94.6M +1,861,778 +8%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.39B -$37.6M -738,985 -3%
Invesco
17
Invesco
Georgia
$1.27B -$119M -2,337,038 -10%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$1.25B +$129M +2,545,830 +14%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.23B +$5.9M +116,064 +0.6%
Ameriprise
20
Ameriprise
Minnesota
$1.22B +$38.1M +750,491 +4%
Morgan Stanley
21
Morgan Stanley
New York
$1.19B +$103M +2,023,647 +12%
N
22
Nuveen
North Carolina
$1.12B +$11.1M +218,238 +1%
Franklin Resources
23
Franklin Resources
California
$943M -$43.4M -854,137 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$830M +$8.68M +170,785 +1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$825M -$26.9M -528,663 -4%

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.