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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
AAM
501
Advisors Asset Management
Colorado
$3.85M +$220K +4,410 +5%
SIP
502
Stoneridge Investment Partners
Pennsylvania
$3.84M -$1.53M -30,748 -26%
BOTW
503
Bank of the West
California
$3.77M -$4.92M -98,717 -53%
HCM
504
Horiko Capital Management
New York
$3.75M -$257K -5,164 -6%
VAS
505
Vestmark Advisory Solutions
Massachusetts
$3.69M -$232K -4,660 -5%
PAG
506
Private Advisor Group
New Jersey
$3.61M -$9.91K -199 -0.3%
HPC
507
HM Payson & Co
Maine
$3.61M -$101K -2,028 -2%
Marshall Wace
508
Marshall Wace
United Kingdom
$3.6M -$24.1M -484,249 -85%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$3.6M -$67.9K -1,362 -2%
PC
510
Permit Capital
Pennsylvania
$3.54M +$249K +5,000 +6%
Luther King Capital Management (LKCM)
511
Luther King Capital Management (LKCM)
Texas
$3.53M -$3.66M -73,518 -47%
GH
512
GAM Holding
Switzerland
$3.52M +$22.7K +456 +0.6%
SCM
513
Springhouse Capital Management
Connecticut
$3.5M
IPW
514
Inlet Private Wealth
Florida
$3.48M -$151K -3,030 -4%
B
515
Barings
North Carolina
$3.47M -$2.63M -52,770 -40%
MC
516
Maverick Capital
Texas
$3.42M +$1.03M +20,630 +35%
PI
517
Parkside Investments
Illinois
$3.39M -$109K -2,180 -3%
DY
518
Dowling & Yahnke
California
$3.36M -$95.8K -1,923 -2%
WIA
519
Wealthstreet Investment Advisors
Texas
$3.34M -$208K -4,169 -5%
RC
520
RegentAtlantic Capital
New Jersey
$3.33M -$1.51M -30,367 -28%
ACM
521
Azimuth Capital Management
Michigan
$3.33M +$157K +3,155 +4%
CIC
522
Cornercap Investment Counsel
Georgia
$3.33M -$162K -3,254 -4%
AAM
523
Auxier Asset Management
Oregon
$3.32M -$4.98K -100 -0.1%
FP
524
Factorial Partners
New York
$3.32M
CCM
525
Covington Capital Management
California
$3.3M -$36.1K -725 -0.9%

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.