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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
CAM
526
Carret Asset Management
New York
$3.27M +$149K +2,224 +3%
AAM
527
Auxier Asset Management
Oregon
$3.25M -$30.2K -450 -0.6%
PC
528
Permit Capital
Pennsylvania
$3.24M +$1.14M +17,000 +28%
LW
529
Linscomb Wealth
Texas
$3.23M +$824K +12,278 +19%
PI
530
Parkside Investments
Illinois
$3.23M -$25.2K -376 -0.5%
HWM
531
Holloway Wealth Management
Florida
$3.23M
AHC
532
Adell Harriman & Carpenter
Texas
$3.22M -$504K -7,510 -9%
Rafferty Asset Management
533
Rafferty Asset Management
New York
$3.2M -$19M -283,045 -79%
SCI
534
S&CO Inc
Massachusetts
$3.2M
SCM
535
Shelton Capital Management
Colorado
$3.19M -$377K -5,610 -7%
AIA
536
Affinity Investment Advisors
California
$3.19M +$69.1K +1,029 +1%
BIC
537
Beach Investment Counsel
Pennsylvania
$3.19M -$8.52M -126,910 -63%
SS
538
Simplicity Solutions
Minnesota
$3.19M +$1.36M +20,306 +37%
DA
539
DCF Advisers
Connecticut
$3.16M
BCM
540
BTC Capital Management
Iowa
$3.15M -$39.3K -585 -0.8%
BF
541
BOK Financial
Oklahoma
$3.15M -$207K -3,078 -4%
WIC
542
WealthBridge Investment Counsel
Alberta, Canada
$3.14M -$133K -1,983 -3%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$3.13M +$107K +1,597 +2%
VAS
544
Vestmark Advisory Solutions
Massachusetts
$3.13M +$1.34M +19,968 +37%
CA
545
Commerzbank Aktiengesellschaft
Germany
$3.12M -$11.2M -166,381 -69%
PCM
546
Prana Capital Management
Connecticut
$3.11M -$26.7M -397,266 -84%
CIG
547
Consolidated Investment Group
Colorado
$3.11M
ECM
548
Elgethun Capital Management
South Dakota
$3.11M +$1.78M +26,564 +56%
BHA
549
Beech Hill Advisors
New York
$3.1M -$28.5K -425 -0.6%
SLI
550
Sumitomo Life Insurance
Japan
$3.09M +$81.2K +1,210 +2%

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.