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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
TIA
1101
Tiemann Investment Advisors
California
$327K +$13.9K +280 +4%
EAM
1102
Erste Asset Management
Austria
$326K +$383K +7,686 New
PCMC
1103
Private Capital Management (Colorado)
Colorado
$325K -$9.96K -200 -3%
CWP
1104
CFM Wealth Partners
Texas
$325K +$9.71K +195 +3%
JIC
1105
Johnson Investment Counsel
Ohio
$324K -$101K -2,035 -21%
CFGS
1106
Concourse Financial Group Securities
Alabama
$324K +$17.6K +353 +5%
CWM
1107
Cornerstone Wealth Management
Missouri
$323K -$62.6K -1,256 -14%
IC
1108
IEQ Capital
California
$323K +$71.8K +1,442 +24%
TFS
1109
Thoroughbred Financial Services
Tennessee
$318K -$68.9K -1,384 -16%
WANY
1110
Wealthspire Advisors (New York)
New York
$316K -$77.1K -1,547 -17%
ACI
1111
Alpha Cubed Investments
California
$313K -$89.8K -1,802 -20%
SIM
1112
SSI Investment Management
California
$312K -$9.96K -200 -3%
JJ
1113
JDC-JSC
New York
$310K -$139K -2,800 -28%
QGA
1114
Q Global Advisors
Texas
$310K
AAP
1115
Arax Advisory Partners
Colorado
$310K +$14.6K +294 +4%
MBT
1116
Montecito Bank & Trust
California
$310K +$358K +7,181 New
VCM
1117
Virtue Capital Management
Tennessee
$309K -$166K -3,342 -32%
PCIA
1118
Prime Capital Investment Advisors
Kansas
$308K -$1.76M -35,429 -83%
JIC
1119
Joel Isaacson & Co
New York
$308K -$2.44K -49 -0.7%
BHBT
1120
Burke & Herbert Bank & Trust
Virginia
$308K
WIP
1121
Wellesley Investment Partners
Massachusetts
$305K -$108K -2,169 -23%
MG
1122
Mather Group
Illinois
$305K -$74.1K -1,487 -17%
VC
1123
Vicus Capital
Pennsylvania
$305K -$73.1K -1,468 -17%
HDIM
1124
Hanson & Doremus Investment Management
Vermont
$304K
RCG
1125
Rock Creek Group
District of Columbia
$304K +$10.9K +219 +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.