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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
BIAS
1176
Beacon Investment Advisory Services
New Jersey
$272K +$434K +6,469 New
FMT
1177
First Mercantile Trust
Tennessee
$270K +$44.8K +667 +12%
JIC
1178
Joel Isaacson & Co
New York
$267K -$138K -2,051 -24%
SIA
1179
Sit Investment Associates
Minnesota
$267K
CAI
1180
Capital Advisors Inc
Oklahoma
$265K -$20.4M -304,065 -98%
AA
1181
Apriem Advisors
California
$264K -$13.4K -199 -3%
DWM
1182
Dorchester Wealth Management
Quebec, Canada
$263K -$174K -2,591 -29%
VCM
1183
Vivaldi Capital Management
Illinois
$263K -$159K -2,365 -27%
WP
1184
WealthSource Partners
California
$262K -$376K -5,595 -47%
OPS
1185
Orion Portfolio Solutions
Nebraska
$262K -$207K -3,088 -33%
FC
1186
FORA Capital
Florida
$262K +$417K +6,219 New
RM
1187
Resource Management
Louisiana
$261K +$38.7K +577 +10%
LAM
1188
Lingohr Asset Management
Germany
$257K -$951K -14,175 -70%
CM
1189
Columbus Macro
Pennsylvania
$257K -$32.2K -480 -7%
MCM
1190
Maryland Capital Management
Maryland
$255K +$407K +6,059 New
SMFS
1191
Squar Milner Financial Services
California
$254K -$193K -2,870 -32%
GW
1192
GW & Wade
Massachusetts
$253K -$1.41K -21 -0.3%
XWM
1193
Xcel Wealth Management
Florida
$252K +$31.1K +464 +8%
FLI
1194
Family Legacy Inc
South Carolina
$251K
TAM
1195
Trust Asset Management
Texas
$248K
RIA
1196
RPG Investment Advisory
California
$243K -$10.1K -150 -3%
SFFS
1197
Stonehage Fleming Financial Services
Jersey
$242K -$134K -2,000 -26%
RCM
1198
RB Capital Management
Nevada
$241K +$124K +1,843 +43%
FFA
1199
First Foundation Advisors
California
$238K -$78.1K -1,163 -17%
CBFP
1200
Cedar Brook Financial Partners
Ohio
$238K +$104K +1,555 +38%

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.