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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
Fayez Sarofim & Co
951
Fayez Sarofim & Co
Texas
$602K -$78K -1,162 -8%
GG
952
Gleason Group
Kentucky
$601K -$350K -5,218 -27%
BAM
953
Belpointe Asset Management
Nevada
$598K -$41.3K -616 -4%
HSA
954
HBK Sorce Advisory
Pennsylvania
$587K -$517K -7,696 -36%
TCOV
955
Trust Company of Vermont
Vermont
$587K -$131K -1,956 -12%
CLOS
956
Compagnie Lombard Odier SCmA
Switzerland
$585K +$206K +3,066 +28%
APF
957
Alaska Permanent Fund
Alaska
$584K +$931K +13,870 New
V
958
VeraBank
Texas
$581K -$84K -1,251 -8%
IDBONY
959
Israel Discount Bank of New York
New York
$581K +$106K +1,585 +13%
MC
960
Maverick Capital
Texas
$581K +$926K +13,794 New
CHJWM
961
Carlton Hofferkamp & Jenks Wealth Management
Texas
$580K +$87.3K +1,300 +13%
SCP
962
Sandhill Capital Partners
New York
$579K +$90.2K +1,344 +11%
SS
963
Sunbelt Securities
Texas
$578K -$643K -9,578 -42%
PWMAG
964
Pinnacle Wealth Management Advisory Group
New Jersey
$578K -$103K -1,530 -10%
GIA
965
Guyasuta Investment Advisors
Pennsylvania
$577K -$65.8K -980 -7%
BKA
966
Brick & Kyle Associates
Pennsylvania
$577K -$29.5K -439 -3%
QSS
967
Quantitative Systematic Strategies
Florida
$575K -$1.38M -20,517 -60%
LWAC
968
Laurel Wealth Advisors (California)
California
$575K -$19.1K -284 -2%
EF
969
Empirical Finance
Pennsylvania
$572K +$299K +4,457 +49%
AWM
970
Argent Wealth Management
Massachusetts
$572K +$458K +6,820 +96%
RDWM
971
Red Door Wealth Management
Tennessee
$570K +$290K +4,325 +47%
FPB
972
First PREMIER Bank
South Dakota
$567K -$50.3K -750 -5%
PTC
973
Private Trust Company
Ohio
$560K +$9.2K +137 +1%
AFC
974
AFT Forsyth & Company
Florida
$558K -$60.4K -900 -6%
AA
975
Ancora Advisors
Ohio
$557K -$106K -1,581 -11%

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.