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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
AF
1076
Alerus Financial
North Dakota
$396K -$4.5K -67 -0.7%
IFG
1077
Independent Financial Group
California
$394K +$627K +9,343 New
CBT
1078
Capital Bank & Trust
California
$393K +$334K +4,978 +114%
EA
1079
Emerald Advisors
Washington
$389K +$339K +5,044 +150%
RFM
1080
Royal Fund Management
Florida
$388K -$4.47M -66,547 -88%
PFS
1081
Prospera Financial Services
Texas
$384K +$157K +2,343 +35%
BG
1082
Bahl & Gaynor
Ohio
$383K -$104K -1,556 -15%
JIC
1083
Johnson Investment Counsel
Ohio
$382K -$304K -4,533 -33%
CAW
1084
Cornerstone Advisors (Washington)
Washington
$382K -$25.9K -386 -4%
IIM
1085
Ironwood Investment Management
Massachusetts
$380K
PCM
1086
Palisade Capital Management
New Jersey
$378K -$201K -3,000 -25%
CWM
1087
Cornerstone Wealth Management
Missouri
$376K -$51.4K -766 -8%
GCP
1088
GSA Capital Partners
United Kingdom
$376K +$405K +6,034 +208%
SIG
1089
Sargent Investment Group
Maryland
$375K -$5.97K -89 -1%
AIM
1090
Aspen Investment Management
Michigan
$372K -$408K -6,079 -41%
LD
1091
Lipe & Dalton
New York
$370K +$671 +10 +0.1%
O
1092
Ossiam
France
$370K +$54K +804 +10%
IIC
1093
Integrated Investment Consultants
Michigan
$368K -$592K -8,817 -50%
CMTU
1094
Capital Markets Trading (UK)
United Kingdom
$366K -$257K -3,829 -31%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$363K -$45.5K -678 -7%
PWPS
1096
Pinnacle Wealth Planning Services
Ohio
$363K -$3.76K -56 -0.6%
WPW
1097
Waldron Private Wealth
Pennsylvania
$362K -$298K -4,444 -34%
KCM
1098
Kornitzer Capital Management
Kansas
$362K
VIA
1099
Vident Investment Advisory
Georgia
$362K +$85.7K +1,277 +17%
MCA
1100
Mercer Capital Advisers
New Jersey
$361K +$67 +1 +0%

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.