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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
WSTAM
976
Wilbanks Smith & Thomas Asset Management
Virginia
$556K +$419K +6,243 +90%
LOPW
977
Live Oak Private Wealth
North Carolina
$555K +$75.2K +1,120 +9%
DAS
978
Dynamic Advisor Solutions
Arizona
$555K +$182K +2,708 +26%
MIH
979
Meitav Investment House
Israel
$553K +$537K +8,000 +176%
JFGIW
980
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$551K -$103K -1,528 -10%
RMC
981
Resources Management Corp
Connecticut
$550K +$249K +3,716 +40%
HAM
982
Hammer Asset Management
California
$545K -$2.25M -33,467 -72%
PG
983
Pendal Group
Australia
$544K -$9.36M -139,452 -92%
ED
984
Exane Derivatives
France
$542K +$462K +6,888 +115%
TRCT
985
Tower Research Capital (TRC)
New York
$540K +$860K +12,810 New
CL
986
CSS LLC
Illinois
$539K -$73.8K -1,100 -8%
AC
987
Arjuna Capital
North Carolina
$538K -$4.23K -63 -0.5%
III
988
Independent Investors Inc
New York
$538K
HC
989
Henshaw Capital
Massachusetts
$538K +$6.98K +104 +0.8%
ABC
990
Associated Banc-Corp
Wisconsin
$534K +$501K +7,457 +142%
FCA
991
FinTrust Capital Advisors
South Carolina
$530K -$34.6K -515 -4%
PWAP
992
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$527K -$55.4K -825 -7%
S
993
Seeyond
France
$525K -$653K -9,730 -39%
ZIG
994
Zuckerman Investment Group
Illinois
$525K
ZCA
995
Zeke Capital Advisors
Pennsylvania
$519K -$4.47M -66,619 -84%
SWMG
996
Signature Wealth Management Group
Georgia
$519K +$227K +3,378 +38%
AOWM
997
Alpha Omega Wealth Management
Virginia
$518K -$12.3K -183 -1%
DLG
998
Daniel L. Goodwin
$518K
FBC
999
Fairfield, Bush & Co
Connecticut
$518K +$826K +12,300 New
KPW
1000
Kore Private Wealth
New York
$516K +$552K +8,217 +204%

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.