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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
LDFR
1226
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$36.9K +550 +12%
BCM
1227
Breiter Capital Management
Florida
$215K +$342K +5,100 New
C
1228
Certuity
Florida
$214K -$28.2K -420 -8%
WQ
1229
Wealth Quarterback
New Jersey
$214K -$1.27M -18,890 -81%
NB
1230
Nicolet Bankshares
Wisconsin
$212K -$181K -2,694 -35%
PPP
1231
Private Portfolio Partners
New Jersey
$212K -$31.3K -467 -9%
HA
1232
Harbor Advisors
Florida
$211K
NAS
1233
Nicolet Advisory Services
Wisconsin
$211K +$65.3K +973 +24%
PC
1234
PA Capital
Virginia
$211K +$336K +5,000 New
KMWM
1235
Keudell/Morrison Wealth Management
Oregon
$210K +$23.6K +351 +8%
SCG
1236
Sonata Capital Group
Washington
$209K
BCM
1237
Bienville Capital Management
New York
$209K +$333K +4,960 New
SBSB
1238
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K -$109K -1,629 -25%
TFO
1239
Tarbox Family Office
California
$208K +$7.52K +112 +2%
CPIG
1240
Chicago Partners Investment Group
Illinois
$208K +$63.5K +946 +26%
JCM
1241
Jacobi Capital Management
Pennsylvania
$207K +$29.5K +439 +10%
EI
1242
Ellevest Inc
New York
$207K +$324K +4,834 +5,824%
EP
1243
Edgestream Partners
New Jersey
$207K +$331K +4,925 New
FHC
1244
First Heartland Consultants
Missouri
$205K +$142K +2,120 +77%
VIP
1245
Vantage Investment Partners
Missouri
$204K +$7.38K +110 +2%
BIM
1246
Beach Investment Management
Pennsylvania
$203K -$582K -8,672 -64%
AFAS
1247
Acorn Financial Advisory Services
Virginia
$202K -$5.37K -80 -2%
FCA
1248
FLC Capital Advisors
California
$202K +$21.5K +320 +7%
FA
1249
Faithward Advisors
Pennsylvania
$201K -$604 -9 -0.2%
CA
1250
Calton & Associates
Florida
$200K -$395K -5,881 -55%

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.