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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
MWA
651
MFA Wealth Advisors
Pennsylvania
$1.95M +$3.11M +46,281 New
DAM
652
Deltec Asset Management
New York
$1.94M -$503K -7,500 -14%
CA
653
Continental Advisors
Utah
$1.93M
AC
654
Asio Capital
Kentucky
$1.92M +$866K +12,901 +39%
MHC
655
Meyer Handelman Company
New York
$1.92M
PAM
656
Paradigm Asset Management
New York
$1.9M
SPIA
657
Steward Partners Investment Advisory
New York
$1.87M -$867K -12,916 -23%
IA
658
Icon Advisers
Colorado
$1.86M
HI
659
Horizon Investments
North Carolina
$1.85M +$1.89M +28,091 +172%
RJT
660
Raymond James Trust
Florida
$1.85M -$37.9K -564 -1%
FNBOMD
661
First National Bank of Mount Dora
Florida
$1.84M -$419K -6,240 -12%
SXL
662
Summit X LLC
Missouri
$1.83M +$2.92M +43,427 New
CANY
663
Caxton Associates (New York)
New York
$1.82M -$3.81M -56,832 -57%
OCAM
664
Onex Canada Asset Management
Ontario, Canada
$1.82M +$2.9M +43,145 New
UR
665
USCA RIA
Texas
$1.81M +$281K +4,187 +11%
BFPW
666
BOK Financial Private Wealth
Colorado
$1.81M -$1.56M -23,208 -35%
CC
667
Courier Capital
New York
$1.79M -$43.4K -646 -1%
HC
668
HNP Capital
New York
$1.79M +$2.44M +36,424 +549%
PA
669
Profund Advisors
Maryland
$1.79M -$3.36M -50,012 -54%
WJWM
670
Williams Jones Wealth Management
New York
$1.78M -$6.75M -100,631 -70%
QI
671
QS Investors
New York
$1.77M -$107K -1,597 -4%
TPCW
672
TD Private Client Wealth
New York
$1.76M -$571K -8,504 -17%
DR
673
Davis Rea
Ontario, Canada
$1.75M +$1.12M +16,628 +66%
WS
674
Wedbush Securities
California
$1.75M +$635K +9,459 +30%
WG
675
Winton Group
United Kingdom
$1.75M -$2.7M -40,266 -49%

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.