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
LDFR
1176
Lehman & Derafelo Financial Resources
Pennsylvania
$237K -$14.9K -300 -5%
CA
1177
Cornerstone Advisory
Maryland
$237K +$274K +5,492 New
LF
1178
Lantz Financial
Illinois
$236K +$6.38K +128 +2%
TSS
1179
Two Sigma Securities
New York
$235K -$1.67M -33,611 -86%
CCIA
1180
Campbell & Co Investment Adviser
Maryland
$235K +$271K +5,440 New
RIM
1181
Reliant Investment Management
Tennessee
$234K +$270K +5,425 New
RWB
1182
RMR Wealth Builders
New Jersey
$233K +$102K +2,045 +61%
FFA
1183
First Foundation Advisors
California
$232K +$648 +13 +0.2%
WPW
1184
Waldron Private Wealth
Pennsylvania
$230K +$22.4K +450 +9%
GVAG
1185
Great Valley Advisor Group
Delaware
$230K +$30.6K +615 +13%
CAM
1186
Costello Asset Management
Pennsylvania
$229K +$448 +9 +0.2%
KMWM
1187
Keudell/Morrison Wealth Management
Oregon
$229K +$2.84K +57 +1%
JWM
1188
Jeppson Wealth Management
California
$229K +$265K +5,320 New
FLPIM
1189
F.L. Putnam Investment Management
Massachusetts
$227K -$33.6K -674 -11%
NFC
1190
Northeast Financial Consultants
Connecticut
$227K +$199 +4 +0.1%
NIM
1191
Northeast Investment Management
Massachusetts
$227K +$263K +5,272 New
TU
1192
TDAM USA
Ontario, Canada
$225K -$102K -2,047 -28%
SP
1193
Successful Portfolios
Florida
$225K -$4.98K -100 -2%
GA
1194
Geller Advisors
New York
$224K +$259K +5,201 New
GWCM
1195
Godshalk Welsh Capital Management
Pennsylvania
$223K -$52.3K -1,050 -17%
BSW
1196
Buckingham Strategic Wealth
Missouri
$223K -$40K -802 -13%
WAS
1197
WESPAC Advisors SoCal
California
$223K
LC
1198
Lindbrook Capital
California
$223K +$48.3K +970 +23%
CC
1199
Centiva Capital
New York
$222K -$561K -11,264 -69%
EP
1200
Eudaimonia Partners
Tennessee
$222K +$28.1K +564 +12%

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.