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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
SIC
726
Schwartz Investment Counsel
Michigan
$1.41M
RE
727
RBC Europe
United Kingdom
$1.41M +$29.4K +590 +2%
CWA
728
Clarity Wealth Advisors
California
$1.41M +$7.57K +152 +0.5%
TAM
729
Tocqueville Asset Management
New York
$1.41M +$19.3K +387 +1%
WAS
730
Winch Advisory Services
Wisconsin
$1.4M +$93.4K +1,874 +6%
WCM
731
Wunderlich Capital Managemnt
Tennessee
$1.39M +$8.47K +170 +0.5%
AIP
732
Ameritas Investment Partners
Nebraska
$1.38M -$95.7K -1,920 -6%
FIM
733
Freedom Investment Management
Connecticut
$1.38M -$49.1K -985 -3%
KPWS
734
Kestra Private Wealth Services
Texas
$1.37M +$1.64M +32,857 New
IAA
735
Independent Advisor Alliance
North Carolina
$1.37M +$154K +3,098 +11%
FWM
736
Focused Wealth Management
New York
$1.36M -$33.3K -669 -2%
WJWM
737
Williams Jones Wealth Management
New York
$1.34M -$422K -8,461 -21%
ASN
738
Advisory Services Network
Georgia
$1.34M +$110K +2,202 +8%
SIMM
739
Stillwater Investment Management (Minnesota)
Minnesota
$1.34M +$86.4K +1,735 +6%
ANTB
740
AMG National Trust Bank
Colorado
$1.33M -$12K -240 -0.8%
FCBT
741
First Citizens Bank & Trust
North Carolina
$1.33M +$307K +6,157 +25%
BBNA
742
Bremer Bank National Association
Minnesota
$1.33M -$27.6K -555 -2%
TSWM
743
Triangle Securities Wealth Management
North Carolina
$1.32M -$69.2K -1,390 -4%
BAS
744
Brown Advisory Securities
Maryland
$1.3M +$392K +7,877 +35%
CS
745
Comerica Securities
Michigan
$1.3M -$139K -2,797 -8%
TCM
746
Tandem Capital Management
New Jersey
$1.29M -$83.4K -1,675 -5%
WSCM
747
Wellington Shields Capital Management
New York
$1.28M +$549K +11,030 +59%
GCC
748
Game Creek Capital
Massachusetts
$1.28M -$436K -8,750 -23%
SB
749
Simmons Bank
Arkansas
$1.27M +$213K +4,275 +17%
AIIMS
750
Analyst IMS Investment Management Services
Israel
$1.27M +$33.6K +675 +2%

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.