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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
ERM
751
Elm Ridge Management
New York
$1.19M -$1.24M -18,481 -40%
OC
752
Oarsman Capital
Wisconsin
$1.18M -$1.49M -22,271 -44%
H
753
HoyleCohen
California
$1.18M -$30.2K -450 -2%
RCIM
754
Russell Clark Investment Management
United Kingdom
$1.18M
BAM
755
Boyar Asset Management
New York
$1.17M -$72.3K -1,077 -4%
IC
756
IEQ Capital
California
$1.17M +$513K +7,636 +37%
FA
757
FDx Advisors
Illinois
$1.17M +$644K +9,595 +53%
IAIM
758
International Assets Investment Management
Florida
$1.16M +$4.55M +67,856 New
CWA
759
Clarity Wealth Advisors
California
$1.16M +$12.7K +189 +0.7%
BCM
760
Bourgeon Capital Management
Connecticut
$1.15M +$247K +3,680 +16%
AP
761
Appleton Partners
Massachusetts
$1.14M -$151K -2,247 -8%
ASN
762
Advisory Services Network
Georgia
$1.14M +$164K +2,440 +10%
CANC
763
Culbertson A N & Co
Virginia
$1.14M +$22.8K +340 +1%
GCM
764
Gladius Capital Management
Illinois
$1.13M +$1.81M +26,914 New
EWM
765
Elmwood Wealth Management
California
$1.13M +$142K +2,121 +14%
ST
766
Somerset Trust
Pennsylvania
$1.13M -$632K -9,421 -26%
SW
767
SVB Wealth
Massachusetts
$1.13M -$446K -6,649 -20%
GRP
768
Global Retirement Partners
California
$1.12M -$97.9K -1,459 -5%
IAA
769
Independent Advisor Alliance
North Carolina
$1.11M +$378K +5,631 +27%
ONB
770
Old National Bancorp
Indiana
$1.1M -$599K -8,922 -25%
BCMO
771
Buckingham Capital Management (Ohio)
Ohio
$1.1M +$36.8K +548 +2%
SB
772
Simmons Bank
Arkansas
$1.1M -$423K -6,301 -19%
MHS
773
M Holdings Securities
Oregon
$1.1M +$254K +3,785 +17%
MLIC
774
Mandatum Life Insurance Company
Finland
$1.1M +$1.15M +17,110 +192%
FA
775
FMA Advisory
Pennsylvania
$1.09M -$36.7K -547 -2%

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.