We are live on ! Find out more
C icon

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
BO
1151
BRR OpCo
Ohio
$275K -$9.07K -182 -3%
AIM
1152
Aigen Investment Management
New York
$272K +$315K +6,315 New
NDSI
1153
Newman Dignan & Sheerar Inc
Rhode Island
$271K -$25.9K -519 -8%
MFW
1154
Meristem Family Wealth
Minnesota
$269K +$697 +14 +0.2%
WCM
1155
Whitener Capital Management
North Carolina
$266K -$54.8K -1,100 -15%
JCM
1156
Jacobi Capital Management
Pennsylvania
$262K +$56.6K +1,136 +23%
EM
1157
Excalibur Management
Massachusetts
$262K +$76K +1,526 +33%
FLI
1158
Family Legacy Inc
South Carolina
$260K +$4.33K +87 +1%
GCIA
1159
Gabelli & Co Investment Advisers
New York
$259K -$49.8K -1,000 -14%
LC
1160
LCNB Corp
Ohio
$258K +$24.9K +500 +9%
HCM
1161
Hodges Capital Management
Texas
$257K -$687K -13,795 -70%
CFA
1162
Carroll Financial Associates
North Carolina
$257K -$121K -2,438 -29%
RIA
1163
RPG Investment Advisory
California
$252K
XWM
1164
Xcel Wealth Management
Florida
$251K -$14.3K -287 -5%
PP
1165
Palladium Partners
Virginia
$251K -$14.1K -283 -5%
CM
1166
Columbus Macro
Pennsylvania
$251K +$7.57K +152 +3%
MWM
1167
Meridian Wealth Management
Kentucky
$251K +$290K +5,828 New
RIG
1168
Roosevelt Investment Group
New York
$250K +$289K +5,803 New
VRM
1169
Vectors Research Management
New York
$249K -$83.1K -1,669 -22%
CSA
1170
Cottage Street Advisors
Massachusetts
$247K -$1.28M -25,654 -82%
BBHC
1171
Brown Brothers Harriman & Co
New York
$245K -$15.5K -311 -5%
HC
1172
HNP Capital
New York
$244K -$86.7K -1,740 -23%
IIC
1173
Integrated Investment Consultants
Michigan
$243K -$178K -3,578 -39%
FAIM
1174
Financial Advocates Investment Management
Washington
$243K -$4.58K -92 -2%
CC
1175
Cedar Capital
Illinois
$240K +$74.9K +1,503 +37%

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.