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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
AIA
551
Affinity Investment Advisors
California
$2.9M +$337K +6,760 +11%
CI
552
Cigna Investments
Connecticut
$2.89M -$721K -14,473 -18%
OCM
553
One Capital Management
California
$2.87M +$397K +7,965 +14%
APP
554
Avantax Planning Partners
Iowa
$2.84M +$147K +2,956 +5%
QPWM
555
Quadrant Private Wealth Management
Pennsylvania
$2.84M +$270K +5,414 +9%
BCM
556
Bourgeon Capital Management
Connecticut
$2.81M +$1.03M +20,700 +46%
UBPAM
557
Union Bancaire Privee Asset Management
New York
$2.81M
DA
558
DCF Advisers
Connecticut
$2.8M
DTL
559
Dynamic Technology Lab
Singapore
$2.8M +$3.23M +64,935 New
CIA
560
Capital Investment Advisors
Georgia
$2.79M -$190K -3,812 -6%
SCA
561
Stieven Capital Advisors
Missouri
$2.78M -$13.9M -279,300 -81%
AAS
562
Avantax Advisory Services
Texas
$2.77M +$2.25M +45,187 +236%
Mariner
563
Mariner
Kansas
$2.77M -$831K -16,684 -21%
CAM
564
Chou Associates Management
Ontario, Canada
$2.76M
WA
565
Wasatch Advisors
Utah
$2.76M +$154K +3,100 +5%
CC
566
Cipher Capital
New York
$2.73M +$3.15M +63,223 New
UR
567
USCA RIA
Texas
$2.72M +$2.44K +49 +0.1%
ECM
568
ETrade Capital Management
Virginia
$2.72M +$69.3K +1,391 +2%
USAA
569
United Services Automobile Association
Texas
$2.72M -$76.7K -1,540 -2%
SLI
570
Sumitomo Life Insurance
Japan
$2.71M -$237K -4,765 -7%
CA
571
Cetera Advisors
Colorado
$2.71M +$40.7K +817 +1%
MS
572
Maven Securities
Jersey
$2.69M +$2.31M +46,282 +285%
SIM
573
Sterling Investment Management
Arizona
$2.67M +$236K +4,745 +8%
AP
574
Advisor Partners
California
$2.67M -$1.29M -25,908 -30%
MCM
575
MAI Capital Management
Ohio
$2.67M -$1.26M -25,292 -29%

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.