We are live on ! Find out more
C icon

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
MYIA
476
Mount Yale Investment Advisors
Colorado
$4.33M -$131K -1,951 -2%
PI
477
PFS Investments
Georgia
$4.32M +$1.24M +18,455 +22%
HAI
478
Hennessy Advisors Inc
California
$4.31M +$4.65M +69,300 +210%
Cerity Partners
479
Cerity Partners
New York
$4.31M +$331K +4,928 +5%
GC
480
Gratus Capital
Georgia
$4.27M +$812K +12,100 +14%
GCMG
481
Gyroscope Capital Management Group
Florida
$4.27M -$44.2K -659 -0.6%
SRC
482
Shufro Rose & Co
New York
$4.25M -$207K -3,090 -3%
WTC
483
WhitTier Trust Company
Nevada
$4.25M +$544K +8,097 +9%
AAM
484
Augustine Asset Management
Florida
$4.21M +$618K +9,212 +10%
PL
485
Parkwood LLC
Ohio
$4.2M +$6.69M +99,630 New
SIA
486
SeaBridge Investment Advisors
New Jersey
$4.17M +$126K +1,882 +2%
KCM
487
Kempner Capital Management
Texas
$4.1M +$474K +7,055 +8%
HEIP
488
Hudson Edge Investment Partners
New Jersey
$4.09M +$25.5K +380 +0.4%
HW
489
Hancock Whitney
Mississippi
$4.09M -$1.93M -28,802 -23%
MIA
490
MainStreet Investment Advisors
Illinois
$4.01M +$1.27M +18,859 +25%
DCM
491
Dupont Capital Management
Delaware
$3.99M -$437K -6,505 -6%
BWA
492
BDO Wealth Advisors
Florida
$3.98M +$6.32M +94,087 +22,243%
NCM
493
Narwhal Capital Management
Georgia
$3.96M -$1.37M -20,351 -18%
Citadel Advisors
494
Citadel Advisors
Florida
$3.95M -$331M -4,928,146 -98%
VSWA
495
Vontobel Swiss Wealth Advisors
Switzerland
$3.95M +$2.6M +38,717 +70%
LSERS
496
Louisiana State Employees Retirement System
Louisiana
$3.91M -$725K -10,800 -10%
HCM
497
Horiko Capital Management
New York
$3.89M
Wolverine Trading
498
Wolverine Trading
Illinois
$3.86M -$54.3M -808,817 -90%
ACC
499
Accident Compensation Corp
New Zealand
$3.82M +$2.38M +35,500 +64%
Rockefeller Capital Management
500
Rockefeller Capital Management
New York
$3.76M +$172K +2,567 +3%

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.