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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
1126
Affiance Financial
Minnesota
$327K -$45K -671 -8%
VC
1127
Vicus Capital
Pennsylvania
$326K +$93.4K +1,391 +22%
KIA
1128
KCM Investment Advisors
California
$323K -$55.8K -831 -10%
PCM
1129
Perritt Capital Management
Illinois
$322K
ADBIC
1130
A.D. Beadell Investment Counsel
Wisconsin
$321K +$512K +7,625 New
SIM
1131
SSI Investment Management
California
$320K -$38.2K -569 -7%
DBIA
1132
Dumont & Blake Investment Advisors
New Jersey
$320K +$5.03K +75 +1%
CCM
1133
Compton Capital Management
Rhode Island
$319K -$199K -2,970 -28%
GCM
1134
Gables Capital Management
Florida
$319K +$7.79K +116 +2%
IAMOG
1135
Investors Asset Management of Georgia
Georgia
$319K +$40.3K +600 +9%
PCMC
1136
Private Capital Management (Colorado)
Colorado
$318K -$90.1K -1,342 -15%
TIA
1137
Tiemann Investment Advisors
California
$318K +$174K +2,595 +52%
GCIA
1138
Gabelli & Co Investment Advisers
New York
$316K
MWC
1139
MBM Wealth Consultants
Missouri
$316K +$72.1K +1,074 +17%
EGA
1140
Eagle Global Advisors
Texas
$315K
CWP
1141
CFM Wealth Partners
Texas
$315K +$66.7K +993 +15%
LJAC
1142
L.J. Altfest & Co
New York
$313K +$269 +4 +0.1%
VRM
1143
Vectors Research Management
New York
$311K +$56.5K +842 +13%
LF
1144
Lantz Financial
Illinois
$309K +$2.89K +43 +0.6%
BAC
1145
Boys Arnold & Co
North Carolina
$308K -$32.4K -483 -6%
MIFH
1146
Migdal Insurance & Financial Holdings
Israel
$306K -$11.3M -167,629 -96%
WCM
1147
Whitener Capital Management
North Carolina
$304K -$117K -1,749 -19%
JIM
1148
Jupiter Investment Management
United Kingdom
$302K -$11.5M -170,817 -96%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$301K -$10.7K -160 -2%
ICM
1150
Islay Capital Management
Texas
$298K -$16.8K -250 -3%

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.