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Citigroup

1,507 hedge funds and large institutions have $69.4B invested in Citigroup in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 566 increasing their positions, 690 reducing their positions, and 331 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 76.96%78.46% (+1.5%)

14% less funds holding

Funds holding: 1,7501,507 (-243)

18% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 690

42% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $2.31B

48% less capital invested

Capital invested by funds: $134B → $69.4B (-$64.8B)

64% less funds holding in top 10

Funds holding in top 10: 15456 (-98)

66% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 331

Holders
1,507
Holders Change
-243
Holders Change %
-13.89%
% of All Funds
33.2%
Holding in Top 10
56
Holding in Top 10 Change
-98
Holding in Top 10 Change %
-63.64%
% of All Funds
1.23%
New
111
Increased
566
Reduced
690
Closed
331
Calls
$1.34B
Puts
$2.31B
Net Calls
-$971M
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
451
Clear Harbor Asset Management
Connecticut
$4.92M +$2.76M +41,173 +54%
ECG
452
Edge Capital Group
Georgia
$4.92M +$1.1M +16,421 +16%
MWM
453
Madison Wealth Management
Ohio
$4.9M -$436K -6,496 -5%
NWM
454
Nicola Wealth Management
British Columbia, Canada
$4.84M +$4.36M +65,000 +130%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$4.79M +$1.94M +28,974 +34%
BOTW
456
Bank of the West
California
$4.79M +$2.62M +39,102 +52%
AWM
457
AE Wealth Management
Kansas
$4.78M +$1.5M +22,277 +24%
GI
458
GAMCO Investors
Connecticut
$4.77M -$40.7K -607 -0.5%
GIA
459
Granite Investment Advisors
New Hampshire
$4.71M -$295K -4,393 -4%
MI
460
Markston International
New York
$4.69M +$36.4K +542 +0.5%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$4.67M +$7.44M +110,891 New
PSUF
462
People's United Financial
Connecticut
$4.65M +$1.47M +21,856 +25%
LS
463
Livforsakringsbolaget Skandia
Sweden
$4.64M +$416K +6,200 +6%
EAM
464
Eagle Asset Management
Florida
$4.63M -$233K -3,476 -3%
CAM
465
Cubic Asset Management
Massachusetts
$4.55M -$172K -2,567 -2%
HPC
466
HM Payson & Co
Maine
$4.55M +$6.42M +95,671 +779%
Cambridge Investment Research Advisors
467
Cambridge Investment Research Advisors
Iowa
$4.54M +$550K +8,192 +8%
Group One Trading
468
Group One Trading
Illinois
$4.53M +$1.76M +26,282 +32%
CK
469
Cohen Klingenstein
New York
$4.53M
Wealthfront Advisers
470
Wealthfront Advisers
California
$4.5M -$2.21M -32,963 -24%
KHLMVGHM
471
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.5M
CCM
472
Covington Capital Management
California
$4.48M +$483K +7,197 +7%
AL
473
Arnhold LLC
New York
$4.42M +$7.05M +105,022 New
MWNA
474
Marshall Wace North America
New York
$4.39M -$23.1M -343,607 -77%
SI
475
Stephens Inc
Arkansas
$4.38M +$456K +6,787 +7%

C Hedge Fund Activity: Q1 2020 in Review

1,507 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2020, worth a combined $69.4B — down 48% from $134B a quarter earlier.

Sellers outnumbered buyers: 331 funds closed out of C and 111 opened new positions — a net loss of 220 holders — while 690 trimmed existing stakes and 566 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $832M. The largest seller was Fidelity Investments, cutting an estimated $840M.

  • 1,507 institutional investors held Citigroup (C) as of Q1 2020, down from 1,750 in Q4 2019.
  • Funds reported $69.4B of Citigroup stock for Q1 2020, down 48% quarter-over-quarter.
  • 111 funds opened new Citigroup positions in Q1 2020 and 331 closed out, a net change of -220 holders.
  • The largest Citigroup buyer in Q1 2020 was Public Investment Fund, an estimated $832M added.
  • The largest Citigroup seller in Q1 2020 was Fidelity Investments, an estimated $840M sold.

Based on aggregated 13F filings for Q1 2020.