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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
SWM
876
SeaCrest Wealth Management
New York
$739K +$1.99K +40 +0.2%
SWM
877
SVA Wealth Management
Wisconsin
$737K -$42.1K -845 -5%
EFS
878
Essex Financial Services
Connecticut
$735K +$6.97K +140 +0.8%
LCH
879
Lee Capital Holdings
New York
$733K
CBB
880
Citizens Business Bank
California
$720K -$70.2K -1,410 -8%
Carson Wealth (CWM LLC)
881
Carson Wealth (CWM LLC)
Nebraska
$718K
IP
882
Intellectus Partners
California
$717K -$44.3K -890 -5%
WHG
883
Westwood Holdings Group
Texas
$710K -$467K -9,373 -36%
IIA
884
IPG Investment Advisors
California
$709K +$413K +8,300 +102%
WCM
885
Washington Capital Management
Washington
$708K +$29.6K +595 +4%
NFG
886
Next Financial Group
Texas
$706K -$46K -923 -5%
HWA
887
HCR Wealth Advisors
California
$703K +$24.2K +486 +3%
MCM
888
Makena Capital Management
California
$700K +$135K +2,715 +20%
BDF
889
Balasa Dinverno & Foltz
$696K +$32.1K +645 +4%
Two Sigma Investments
890
Two Sigma Investments
New York
$695K -$41.8M -838,705 -98%
AC
891
Allstate Corporation
Illinois
$695K -$1.59M -31,966 -66%
CIM
892
CIM Investment Management
Pennsylvania
$691K -$8.87K -178 -1%
SPC
893
Sigma Planning Corp
Michigan
$680K -$17.2K -346 -2%
MIC
894
Meridian Investment Counsel
California
$679K
AHC
895
Adell Harriman & Carpenter
Texas
$675K -$2.08M -41,749 -73%
SC
896
Savant Capital
Illinois
$674K +$10.7K +214 +1%
TAM
897
Trust Asset Management
Texas
$674K +$233K +4,686 +43%
SP
898
Symmetry Partners
Connecticut
$672K +$776K +15,586 New
HB
899
Homrich & Berg
Georgia
$671K +$21.3K +428 +3%
TSW
900
Thompson Siegel & Walmsley
Virginia
$670K -$3.16M -63,488 -80%

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.