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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
Barclays
51
Barclays
United Kingdom
$273M +$139M +2,072,182 +47%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$253M +$5.25M +78,236 +1%
Prudential Financial
53
Prudential Financial
New Jersey
$246M -$61.9M -922,041 -14%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$244M +$390M +5,803,278 New
Aberdeen Group
55
Aberdeen Group
United Kingdom
$236M +$72.4M +1,079,263 +24%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$229M -$28.9M -430,713 -7%
Primecap Management
57
Primecap Management
California
$228M -$38.8M -577,750 -10%
FPA
58
First Pacific Advisors
California
$225M -$19.8M -295,529 -5%
Allianz Asset Management
59
Allianz Asset Management
Germany
$222M +$35.7M +532,167 +11%
UBS Group
60
UBS Group
Switzerland
$218M -$92.3M -1,375,098 -21%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$206M -$27.9M -415,608 -8%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$205M -$66.4M -988,682 -17%
Victory Capital Management
63
Victory Capital Management
Texas
$198M +$73.3M +1,092,164 +30%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$191M +$134M +2,003,093 +79%
Bessemer Group
65
Bessemer Group
New Jersey
$189M +$76.9M +1,145,414 +34%
WRF
66
Waddell & Reed Financial
Kansas
$186M +$25.9M +385,124 +10%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$174M -$8.99M -133,861 -3%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$167M -$44M -654,753 -14%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$163M +$1.45M +21,651 +0.6%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$160M +$80.5M +1,199,900 +46%
AL
71
AJO LP
Pennsylvania
$158M +$2.33M +34,640 +0.9%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$158M +$79.3M +1,181,305 +46%
CCM
73
Causeway Capital Management
California
$155M +$78.9M +1,175,617 +47%
Fidelity International
74
Fidelity International
Bermuda
$152M -$23.3M -346,872 -9%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$149M +$22.6M +337,160 +10%

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.