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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
WT
1201
Washington Trust
Rhode Island
$221K +$87.7K +1,760 +52%
CFD
1202
Creative Financial Designs
Indiana
$221K +$209K +4,192 +446%
BCM
1203
Breiter Capital Management
Florida
$220K
SCA
1204
Sippican Capital Advisors
Massachusetts
$220K +$254K +5,095 New
IAM
1205
ICM Asset Management
Washington
$220K +$254K +5,100 New
TFO
1206
Tarbox Family Office
California
$219K -$648 -13 -0.3%
BAM
1207
Brave Asset Management
New Jersey
$218K +$252K +5,049 New
FFA
1208
Founders Financial Alliance
North Carolina
$218K +$253K +5,086 New
NB
1209
Nicolet Bankshares
Wisconsin
$217K
AssetMark Inc
1210
AssetMark Inc
California
$216K -$9.96K -200 -4%
PCM
1211
Perritt Capital Management
Illinois
$216K -$498 -10 -0.2%
HA
1212
Harbor Advisors
Florida
$216K
QAM
1213
QCI Asset Management
New York
$216K
SCG
1214
Sonata Capital Group
Washington
$214K
AF
1215
Allworth Financial
California
$214K +$19.3K +387 +8%
OL
1216
Optas LLC
Texas
$214K +$247K +4,954 New
HR
1217
Hayden Royal
North Carolina
$213K -$33.7K -677 -12%
ADL
1218
Asset Dedication LLC
California
$213K +$2.99K +60 +1%
BIAS
1219
Beacon Investment Advisory Services
New Jersey
$211K -$16.7K -335 -6%
ST
1220
Smithfield Trust
Pennsylvania
$211K +$7.82K +157 +3%
WCM
1221
Weik Capital Management
Pennsylvania
$210K
SCM
1222
Stevens Capital Management
Pennsylvania
$210K +$242K +4,864 New
CCM
1223
Coldstream Capital Management
Washington
$209K -$6.88K -138 -3%
VIP
1224
Vantage Investment Partners
Missouri
$209K
GTCM
1225
Gyon Technologies Capital Management
New Jersey
$208K +$240K +4,819 New

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.