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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
IC
951
Intersect Capital
California
$555K +$83.6K +1,678 +15%
BKA
952
Brick & Kyle Associates
Pennsylvania
$553K -$40.6K -814 -6%
III
953
Independent Investors Inc
New York
$551K
MHS
954
M Holdings Securities
Oregon
$549K -$483K -9,699 -43%
KWA
955
KCS Wealth Advisory
California
$546K +$4.53K +91 +0.7%
WAM
956
Wealthspire Advisors (Maryland)
Maryland
$542K -$305K -6,115 -33%
SS
957
Sunbelt Securities
Texas
$541K +$6.43K +129 +1%
CT
958
Clearstead Trust
Maine
$535K -$224K -4,500 -27%
ET
959
Equitable Trust
Tennessee
$534K
FPB
960
First PREMIER Bank
South Dakota
$531K -$19.2K -385 -3%
DLG
961
Daniel L. Goodwin
$530K
PCM
962
Pointe Capital Management
Michigan
$530K +$33.9K +680 +6%
DC
963
Derby & Company
Massachusetts
$527K
DCM
964
Dimension Capital Management
Florida
$526K +$20.2K +406 +3%
DWM
965
Dorchester Wealth Management
Quebec, Canada
$524K -$4.98K -100 -0.8%
MAM
966
Mastrapasqua Asset Management
Tennessee
$523K +$153K +3,075 +34%
CAG
967
Csenge Advisory Group
Florida
$522K +$8.37K +168 +1%
PPSG
968
Princeton Portfolio Strategies Group
New Jersey
$518K +$52.8K +1,059 +10%
RSWM
969
Robertson Stephens Wealth Management
California
$517K -$31.4K -630 -5%
VLC
970
Van Leeuwen & Company
New Jersey
$513K -$420K -8,425 -41%
PTC
971
Private Trust Company
Ohio
$513K -$26.6K -533 -4%
EP
972
Elkhorn Partners
Nebraska
$513K +$9.96K +200 +2%
KPW
973
Kore Private Wealth
New York
$509K +$103K +2,063 +21%
EWM
974
Evercore Wealth Management
New York
$503K -$66.6K -1,337 -10%
TMAM
975
Tokio Marine Asset Management
Japan
$503K +$63.4K +1,272 +12%

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.