We are live on ! Find out more
C icon

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
ECM
1151
Evergreen Capital Management
Washington
$296K -$159K -2,363 -25%
BI
1152
Bramshill Investments
Florida
$295K -$175K -2,613 -27%
BFEC
1153
Benjamin F. Edwards & Company
Missouri
$295K -$68.3K -1,017 -13%
BO
1154
BRR OpCo
Ohio
$294K -$9.13K -136 -2%
DSC
1155
Duncker Streett & Co
Missouri
$292K +$201 +3 +0%
RIA
1156
Realta Investment Advisors
Delaware
$291K -$200K -2,980 -30%
CG
1157
Cynosure Group
Utah
$291K -$81.9K -1,220 -15%
SAM
1158
SP Asset Management
California
$289K +$148K +2,206 +47%
EWM
1159
Edge Wealth Management
New York
$287K +$312K +4,642 +228%
WA
1160
Wealth Alliance
New York
$286K +$455K +6,780 New
TA
1161
Tiedemann Advisors
New York
$285K -$97.5K -1,452 -18%
MFW
1162
Meristem Family Wealth
Minnesota
$284K -$6.85K -102 -1%
TU
1163
TDAM USA
Ontario, Canada
$282K -$1.01K -15 -0.2%
FCM
1164
FJ Capital Management
Virginia
$281K +$269K +4,000 +133%
JAFL
1165
Jay A. Fishman Ltd
Michigan
$280K -$170K -2,533 -28%
SFP
1166
Shepherd Financial Partners
Massachusetts
$279K -$992K -14,776 -69%
NNP
1167
Nachman Norwood & Parrott
South Carolina
$277K +$16.8K +250 +4%
MFG
1168
Magnus Financial Group
New York
$276K -$185K -2,760 -30%
KLCM
1169
KG&L Capital Management
Louisiana
$276K +$441K +6,572 New
APP
1170
Avantax Planning Partners
Iowa
$275K -$33.8K -503 -7%
WEC
1171
Winslow Evans & Crocker
Massachusetts
$274K -$393K -5,858 -48%
TFCP
1172
Twin Focus Capital Partners
Massachusetts
$274K -$316K -4,705 -42%
CPO
1173
Cerity Partners OCIO
New York
$274K +$135K +2,015 +45%
GWCM
1174
Godshalk Welsh Capital Management
Pennsylvania
$273K -$40.3K -600 -8%
FSA
1175
Fort Sheridan Advisors
Illinois
$272K +$117K +1,745 +37%

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.