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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
OIA
1001
OneDigital Investment Advisors
Kansas
$464K -$47.7K -957 -8%
ABC
1002
Associated Banc-Corp
Wisconsin
$464K -$24.6K -493 -4%
SFM
1003
Signet Financial Management
New Jersey
$463K -$48.9K -982 -8%
TWP
1004
Tempus Wealth Planning
California
$457K -$58.6K -1,176 -10%
1WA
1005
180 Wealth Advisors
Washington
$457K -$53K -1,064 -9%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$452K -$167K -3,350 -24%
RIA
1007
Realta Investment Advisors
Delaware
$451K +$137K +2,752 +36%
IIM
1008
Ironwood Investment Management
Massachusetts
$445K -$184K -3,700 -26%
9WM
1009
9258 Wealth Management
Ohio
$442K -$5.63K -113 -1%
CFM
1010
Coronation Fund Managers
South Africa
$438K -$4.34M -87,151 -90%
SIG
1011
Sargent Investment Group
Maryland
$438K +$31.3K +628 +7%
CA
1012
Clearstead Advisors
Ohio
$437K +$52.4K +1,052 +12%
CWM
1013
Cabot Wealth Management
Massachusetts
$434K +$4.93K +99 +1%
FCH
1014
Freestone Capital Holdings
Washington
$432K -$51.6K -1,036 -9%
NAM
1015
North American Management
Massachusetts
$432K -$99.6K -2,000 -17%
GJL
1016
Gendell Jeffrey L
$431K -$5.07M -101,867 -91%
CAW
1017
Cornerstone Advisors (Washington)
Washington
$430K -$3.84K -77 -0.8%
BP
1018
Ballentine Partners
Massachusetts
$430K +$43.2K +868 +10%
VPIM
1019
Vanguard Personalized Indexing Management
California
$429K +$83.3K +1,673 +20%
RVPG
1020
Relative Value Partners Group
$426K +$72.2K +1,450 +17%
FI
1021
Fosun International
China
$424K
HAG
1022
HighPoint Advisor Group
Illinois
$422K +$46.9K +942 +11%
Fisher Asset Management
1023
Fisher Asset Management
Washington
$421K +$9.62K +193 +2%
AFAS
1024
Acorn Financial Advisory Services
Virginia
$421K +$241K +4,840 +98%
SIC
1025
Samalin Investment Counsel
New York
$417K -$14.7K -295 -3%

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.