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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
GIP
801
Granite Investment Partners
California
$1.01M -$54.8K -1,100 -4%
BBWA
802
Bell & Brown Wealth Advisors
California
$1M +$226K +4,533 +24%
NEAM
803
New England Asset Management
Connecticut
$1M +$9.96K +200 +0.9%
BS
804
Boenning & Scattergood
Pennsylvania
$997K -$84.4K -1,695 -7%
VFA
805
Valeo Financial Advisors
Indiana
$996K -$434K -8,719 -27%
GC
806
GFG Capital
Florida
$996K -$149K -2,993 -11%
CANC
807
Culbertson A N & Co
Virginia
$995K -$201K -4,040 -15%
BS
808
Bessemer Securities
New York
$982K +$234K +4,700 +26%
MG
809
Markel Group
Virginia
$975K
KWM
810
Kingsview Wealth Management
Oregon
$963K +$56.7K +1,139 +5%
OC
811
Oarsman Capital
Wisconsin
$957K +$41.8K +840 +4%
LNC
812
Lincoln National Corp
Pennsylvania
$950K -$27.8K -558 -2%
UAS
813
United Asset Strategies
New York
$949K -$3.58M -71,857 -77%
WSC
814
Wellington Shields & Co
New York
$945K +$70.7K +1,420 +7%
KF
815
Krilogy Financial
Missouri
$939K +$867K +17,399 +396%
MVA
816
Mount Vernon Associates
Maryland
$935K -$2.49K -50 -0.2%
GIM
817
Guardian Investment Management
California
$935K +$61.8K +1,240 +6%
SCA
818
Snowden Capital Advisors
New York
$929K +$416K +8,348 +63%
AWCI
819
Alpine Woods Capital Investors
New York
$929K -$2.74K -55 -0.3%
AIS
820
AM Investment Strategies
Tennessee
$929K +$1.07M +21,543 New
CAN
821
Cetera Advisor Networks
California
$928K -$41.3K -829 -4%
NB
822
Northwest Bancshares
Pennsylvania
$927K +$371K +7,447 +53%
MC
823
Martin & Co
Tennessee
$923K -$12.5K -250 -1%
JF
824
Jump Financial
Illinois
$923K +$1.07M +21,401 New
BWCS
825
Beirne Wealth Consulting Services
Connecticut
$919K +$1.06M +21,316 New

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.