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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
LJAC
1126
L.J. Altfest & Co
New York
$303K +$11.2K +224 +3%
HIC
1127
Hartline Investment Corp
Illinois
$299K +$346K +6,940 New
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$298K +$20.8K +417 +6%
EGA
1129
Eagle Global Advisors
Texas
$297K -$28.6K -575 -8%
SAM
1130
SP Asset Management
California
$297K +$3.19K +64 +0.9%
CFG
1131
Cooper Financial Group
California
$293K +$110K +2,210 +48%
HA
1132
HYA Advisors
Missouri
$291K +$116K +2,330 +53%
ARTA
1133
A.R.T. Advisors
New York
$290K -$149K -3,000 -31%
CTA
1134
Chesley Taft & Associates
Illinois
$290K -$12.5K -250 -4%
TP
1135
Truvvo Partners
New York
$288K -$246K -4,944 -43%
WEC
1136
Winslow Evans & Crocker
Massachusetts
$288K +$3.49K +70 +1%
PM
1137
Parametrica Management
Hong Kong
$288K +$89K +1,786 +36%
WA
1138
WBH Advisory
Maryland
$284K -$121K -2,422 -27%
PFS
1139
Prospera Financial Services
Texas
$284K -$64.7K -1,299 -16%
JFL
1140
Jarislowsky, Fraser Ltd
Quebec, Canada
$284K +$21.9K +440 +7%
LSPW
1141
Lake Street Private Wealth
Illinois
$281K -$90.3K -1,812 -22%
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$281K -$60.1K -1,206 -16%
GSWM
1143
Golden State Wealth Management
California
$281K -$13.9K -279 -4%
TCOV
1144
Trust Company of Vermont
Vermont
$281K +$11.4K +228 +4%
PFWA
1145
Paces Ferry Wealth Advisors
Georgia
$279K +$322K +6,471 New
TFS
1146
TrustCore Financial Services
Tennessee
$278K +$6.97K +140 +2%
FHC
1147
First Heartland Consultants
Missouri
$277K -$9.12K -183 -3%
MWC
1148
MBM Wealth Consultants
Missouri
$277K +$30.4K +610 +10%
TFCP
1149
Twin Focus Capital Partners
Massachusetts
$276K -$1.05K -21 -0.3%
DAS
1150
Dynamic Advisor Solutions
Arizona
$275K -$640K -12,847 -67%

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.