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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
RHAM
1051
Round Hill Asset Management
California
$385K +$445K +8,927 New
MFS
1052
Mirabella Financial Services
United Kingdom
$385K +$445K +8,940 New
SCM
1053
Schnieders Capital Management
California
$383K -$54.5K -1,095 -11%
SFA
1054
Sequoia Financial Advisors
Ohio
$383K -$50.2K -1,007 -10%
EWA
1055
Exencial Wealth Advisors
Oklahoma
$378K -$51.6K -1,036 -11%
BHA
1056
Beech Hill Advisors
New York
$377K -$3.34M -66,963 -88%
KCM
1057
Kornitzer Capital Management
Kansas
$375K
IA
1058
IFG Advisors
Missouri
$374K +$4.24K +85 +1%
IWM
1059
IHT Wealth Management
Illinois
$369K +$23.8K +478 +6%
CPO
1060
Cerity Partners OCIO
New York
$369K +$57.4K +1,152 +16%
DBIA
1061
Dumont & Blake Investment Advisors
New Jersey
$368K +$28.4K +570 +7%
OIA
1062
Optimum Investment Advisors
Illinois
$366K -$7.47K -150 -2%
NL
1063
NVWM LLC
Pennsylvania
$366K +$18.3K +368 +5%
AIM
1064
Aspen Investment Management
Michigan
$365K -$9.91K -199 -2%
MCA
1065
Mercer Capital Advisers
New Jersey
$363K -$448 -9 -0.1%
PCG
1066
Private Capital Group
Connecticut
$362K -$46.2K -927 -10%
SFFS
1067
Stonehage Fleming Financial Services
Jersey
$361K +$135K +2,704 +47%
CMANY
1068
Capital Management Associates (New York)
New York
$359K +$215K +4,325 +108%
GCM
1069
Gables Capital Management
Florida
$354K +$24.9K +500 +6%
NSIM
1070
North Star Investment Management
Illinois
$354K +$179K +3,603 +78%
APW
1071
Aurora Private Wealth
New Jersey
$353K -$39.5K -792 -9%
BOPW
1072
Brandywine Oak Private Wealth
Pennsylvania
$353K -$30.4K -610 -7%
FMLI
1073
Fukoku Mutual Life Insurance
Japan
$353K
FNBOO
1074
First National Bank of Omaha
Nebraska
$349K -$11.2K -225 -3%
NSEDCP
1075
NJ State Employees Deferred Compensation Plan
New Jersey
$345K

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.