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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
EGA
726
E&G Advisors
Texas
$1.34M +$150K +2,229 +8%
BP
727
BBR Partners
New York
$1.34M -$464K -6,916 -18%
CF
728
CNA Financial
Illinois
$1.33M -$7.47M -111,358 -78%
CS
729
Comerica Securities
Michigan
$1.32M +$800K +11,924 +61%
CWM
730
Circle Wealth Management
New Jersey
$1.31M -$1.21K -18 -0.1%
BBNA
731
Bremer Bank National Association
Minnesota
$1.31M -$132K -1,961 -6%
SACTSONJ
732
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M
GAG
733
GM Advisory Group
New York
$1.28M +$2.04M +30,401 New
WANY
734
Wealthspire Advisors (New York)
New York
$1.27M +$1.47M +21,963 +266%
EWM
735
Evercore Wealth Management
New York
$1.27M +$19.3K +287 +1%
SP
736
Symmetry Partners
Connecticut
$1.26M +$1.82M +27,084 +922%
Wealth Enhancement Advisory Services
737
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$256K +3,820 +17%
WI
738
Wintrust Investments
Illinois
$1.24M -$374K -5,578 -17%
KA
739
Kintegral Advisory
New York
$1.23M +$219K +3,264 +13%
SIMM
740
Stillwater Investment Management (Minnesota)
Minnesota
$1.22M -$10.3K -154 -0.5%
SFA
741
Stewardship Financial Advisors
Georgia
$1.22M -$185K -2,757 -9%
ACM
742
AlphaCrest Capital Management
New York
$1.22M +$1.7M +25,262 +690%
IFWM
743
Institute for Wealth Management
Colorado
$1.22M -$16.3K -243 -0.8%
FAB
744
First American Bank
Illinois
$1.21M +$55.8K +832 +3%
AIP
745
Almanack Investment Partners
Pennsylvania
$1.21M +$1.93M +28,702 New
AIIMS
746
Analyst IMS Investment Management Services
Israel
$1.21M +$36.4K +542 +2%
BSW
747
Buckingham Strategic Wealth
Missouri
$1.2M +$1.33M +19,838 +227%
FHB
748
First Hawaiian Bank
Hawaii
$1.2M -$597K -8,892 -24%
CIM
749
CenturyLink Investment Management
Colorado
$1.2M -$95.5K -1,422 -5%
UB
750
UMB Bank
Missouri
$1.19M -$452K -6,733 -19%

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.