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Citigroup

1,474 hedge funds and large institutions have $67.1B invested in Citigroup in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 557 increasing their positions, 654 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.67% less ownership

Funds ownership: 77.57%74.9% (-2.7%)

6% less funds holding

Funds holding: 1,5741,474 (-100)

15% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 654

19% less capital invested

Capital invested by funds: $82.4B → $67.1B (-$15.3B)

38% less funds holding in top 10

Funds holding in top 10: 7748 (-29)

44% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $4.75B

46% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 185

Holders
1,474
Holders Change
-100
Holders Change %
-6.35%
% of All Funds
29.74%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.97%
New
99
Increased
557
Reduced
654
Closed
185
Calls
$2.64B
Puts
$4.75B
Net Calls
-$2.11B
Net Calls Change
-$843M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
476
Markston International
New York
$4.51M -$201K -4,035 -4%
OAG
477
Orbis Allan Gray
Bermuda
$4.5M
ZIG
478
Zuckerman Investment Group
Illinois
$4.47M +$4.49M +90,108 +664%
KOCAA
479
Knights of Columbus Asset Advisors
Connecticut
$4.46M -$832K -16,693 -14%
IWC
480
Integrated Wealth Concepts
Massachusetts
$4.46M +$3.03M +60,870 +143%
FAAS
481
First Allied Advisory Services
California
$4.43M -$736K -14,766 -13%
KHLMVGHM
482
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.4M
HAI
483
Hennessy Advisors Inc
California
$4.38M -$24.9K -500 -0.5%
BCM
484
Blume Capital Management
California
$4.3M +$255K +5,125 +5%
MHC
485
Meyer Handelman Company
New York
$4.29M +$576K +11,565 +13%
UIM
486
USS Investment Management
United Kingdom
$4.29M +$677K +13,591 +16%
VSWA
487
Vontobel Swiss Wealth Advisors
Switzerland
$4.25M -$25.2K -506 -0.5%
SGA
488
Strategic Global Advisors
California
$4.24M +$444K +8,907 +10%
MYAM
489
Meiji Yasuda Asset Management
Japan
$4.23M -$1.8M -36,066 -27%
WAM
490
World Asset Management
Michigan
$4.22M +$52K +1,043 +1%
CSPIA
491
Cary Street Partners Investment Advisory
Virginia
$4.22M +$4.88M +97,858 New
VCA
492
Verdence Capital Advisors
Maryland
$4.16M +$73.3K +1,472 +2%
PFM
493
Parsec Financial Management
North Carolina
$4.12M -$170K -3,420 -3%
AI
494
Atria Investments
North Carolina
$4.11M +$76.6K +1,538 +2%
SFM
495
Soros Fund Management
New York
$4.09M -$20.9M -420,515 -82%
AAF
496
Andra AP-fonden
Sweden
$4.07M -$1.02M -20,400 -18%
Westfield Capital Management
497
Westfield Capital Management
Massachusetts
$4.04M +$306K +6,140 +7%
AAM
498
Augustine Asset Management
Florida
$4M -$247K -4,959 -5%
BCM
499
BTR Capital Management
California
$4M -$1.58M -31,735 -26%
BAM
500
Blueshift Asset Management
New Jersey
$3.85M +$4.45M +89,418 New

C Hedge Fund Activity: Q3 2020 in Review

1,474 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2020, worth a combined $67.1B — down 19% from $82.4B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of C and 99 opened new positions — a net loss of 86 holders — while 654 trimmed existing stakes and 557 added.

The largest buyer was Capital Research Global Investors, adding an estimated $389M. The largest seller was Fidelity Investments, cutting an estimated $662M.

  • 1,474 institutional investors held Citigroup (C) as of Q3 2020, down from 1,574 in Q2 2020.
  • Funds reported $67.1B of Citigroup stock for Q3 2020, down 19% quarter-over-quarter.
  • 99 funds opened new Citigroup positions in Q3 2020 and 185 closed out, a net change of -86 holders.
  • The largest Citigroup buyer in Q3 2020 was Capital Research Global Investors, an estimated $389M added.
  • The largest Citigroup seller in Q3 2020 was Fidelity Investments, an estimated $662M sold.

Based on aggregated 13F filings for Q3 2020.