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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
AIP
1076
Almanack Investment Partners
Pennsylvania
$344K -$288K -5,790 -45%
GIA
1077
Guyasuta Investment Advisors
Pennsylvania
$344K +$167K +3,350 +72%
FVCM
1078
F&V Capital Management
Florida
$343K
VIA
1079
Vident Investment Advisory
Georgia
$342K +$27.9K +560 +8%
SAM
1080
Seelaus Asset Management
New Jersey
$341K +$12.6K +252 +3%
1SB
1081
1ST Source Bank
Indiana
$340K -$41.6K -836 -10%
KIA
1082
KCM Investment Advisors
California
$340K -$8.82K -177 -2%
LOAMU
1083
Lombard Odier Asset Management (USA)
New York
$339K +$157K +3,151 +67%
WA
1084
Wealth Alliance
New York
$336K -$42.7K -857 -10%
PWPS
1085
Pinnacle Wealth Planning Services
Ohio
$336K -$548 -11 -0.1%
STA
1086
Summit Trail Advisors
New York
$336K +$109K +2,190 +47%
AF
1087
Affiance Financial
Minnesota
$335K
EC
1088
Estate Counselors
Wisconsin
$334K
EI
1089
Ellevest Inc
New York
$334K +$137K +2,760 +55%
IWP
1090
Icon Wealth Partners
Texas
$333K -$340K -6,815 -47%
BG
1091
Bahl & Gaynor
Ohio
$332K +$11.4K +228 +3%
HAM
1092
Hammer Asset Management
California
$331K -$205K -4,119 -35%
QCG
1093
Quadrant Capital Group
Ohio
$331K -$136K -2,739 -26%
AA
1094
Apriem Advisors
California
$331K -$19.4K -390 -5%
KFA
1095
Kelleher Financial Advisors
New York
$331K +$5.53K +111 +1%
BJL
1096
Brighton Jones LLC
Washington
$331K +$170K +3,408 +80%
CPC
1097
Congress Park Capital
New York
$330K -$259K -5,200 -40%
FSA
1098
Fort Sheridan Advisors
Illinois
$328K +$37.1K +745 +11%
IAMOG
1099
Investors Asset Management of Georgia
Georgia
$327K
NNP
1100
Nachman Norwood & Parrott
South Carolina
$327K +$1.05K +21 +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.