We are live on ! Find out more
C icon

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
GA
1026
GFS Advisors
Texas
$415K -$94.7K -1,900 -16%
S
1027
SignatureFD
Georgia
$413K -$64.7K -1,298 -12%
PCA
1028
Personal Capital Advisors
California
$412K +$150K +3,015 +46%
FHA
1029
First Horizon Advisors
Tennessee
$411K -$26.5K -531 -5%
PAS
1030
Park Avenue Securities
New York
$411K -$17.6K -353 -4%
PWAP
1031
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$410K -$103K -2,062 -18%
OWA
1032
One Wealth Advisors
California
$409K -$17.9K -359 -4%
BWP
1033
BSW Wealth Partners
Colorado
$409K -$16.2K -325 -3%
TW
1034
TrinityPoint Wealth
Connecticut
$408K -$15.8K -317 -3%
BFA
1035
Beaumont Financial Advisors
Massachusetts
$408K +$25.1K +503 +6%
CWM
1036
Calamos Wealth Management
Illinois
$404K -$174K -3,484 -27%
BBI
1037
Baxter Bros Inc
Connecticut
$403K +$17.2K +345 +4%
CL
1038
CSS LLC
Illinois
$401K
CP
1039
Camelot Portfolios
Ohio
$400K +$4.13K +83 +0.9%
LC
1040
Lavaca Capital
Texas
$400K +$462K +9,269 New
CTC
1041
Central Trust Company
Missouri
$398K -$79.3K -1,591 -15%
LSAG
1042
Lake Street Advisors Group
New Hampshire
$392K -$148K -2,976 -25%
AF
1043
Advisornet Financial
Minnesota
$392K -$6.78K -136 -1%
OFS
1044
OneAscent Financial Services
Alabama
$392K +$37.6K +755 +9%
WSTAM
1045
Wilbanks Smith & Thomas Asset Management
Virginia
$390K -$116K -2,333 -21%
FMBTD
1046
First Midwest Bank Trust Division
Illinois
$389K +$7.22K +145 +2%
TA
1047
Tiedemann Advisors
New York
$389K +$35.4K +710 +9%
KA
1048
Kovack Advisors
Florida
$388K +$134K +2,696 +43%
EA
1049
Emerald Advisors
Washington
$386K -$34.1K -685 -7%
Cetera Investment Advisers
1050
Cetera Investment Advisers
Illinois
$385K -$1.2K -24 -0.3%

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.