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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
WC
676
Weil Company
California
$1.74M -$104K -2,089 -5%
CC
677
Courier Capital
New York
$1.74M -$120K -2,411 -6%
PRC
678
Pearl River Capital
Michigan
$1.74M +$2M +40,241 New
KS
679
Karpas Strategies
Connecticut
$1.73M +$80.3K +1,611 +4%
KM
680
Kalos Management
Georgia
$1.73M -$164K -3,296 -8%
UM
681
Ulysses Management
New York
$1.72M -$4.73M -94,900 -70%
RW
682
RVW Wealth
California
$1.72M +$996K +20,000 +100%
MCA
683
Mendon Capital Advisors
Florida
$1.72M +$1.65M +33,035 +474%
SIM
684
Sentry Investment Management
Wisconsin
$1.72M -$4.35M -87,414 -69%
PCM
685
Poehling Capital Management
Wisconsin
$1.72M -$49.8K -1,000 -2%
CI
686
Conning Inc
Connecticut
$1.69M +$176K +3,533 +10%
NA
687
NewEdge Advisors
Louisiana
$1.68M -$1.63M -32,777 -46%
SM
688
Sciencast Management
New Jersey
$1.66M +$1.83M +36,673 New
PFPT
689
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.62M -$30.2K -606 -2%
SFP
690
Shepherd Financial Partners
Massachusetts
$1.61M +$448K +9,002 +32%
LPIC
691
LeJeune Puetz Investment Counsel
Michigan
$1.61M +$164K +3,296 +10%
SOAMC
692
Spirit of America Management Corp
New York
$1.6M +$374K +7,500 +25%
WOC
693
West Oak Capital
California
$1.6M -$91.9K -1,845 -5%
KHLMTHM
694
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.59M
AWM
695
Avitas Wealth Management
California
$1.59M +$1.84M +36,856 New
IAIM
696
International Assets Investment Management
Florida
$1.58M -$101K -2,035 -3%
CRC
697
Curi RMB Capital
Illinois
$1.56M +$162K +3,244 +10%
MCM
698
Murphy Capital Management
New Jersey
$1.56M -$39.3K -789 -2%
SW
699
SVB Wealth
Massachusetts
$1.56M +$592K +11,874 +49%
PP
700
Prospector Partners
Connecticut
$1.55M +$404K +8,100 +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.