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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
ECG
1226
Edge Capital Group
Georgia
$207K -$15K -302 -6%
PCP
1227
Proficio Capital Partners
Massachusetts
$206K -$975K -19,581 -79%
CA
1228
Commerzbank Aktiengesellschaft
Germany
$206K -$7.47K -150 -3%
BDWM
1229
Brewin Dolphin Wealth Management
Ireland
$205K -$1.36M -27,390 -85%
PFC
1230
Phocas Financial Corp
California
$205K -$233K -4,677 Closed
ECM
1231
Evergreen Capital Management
Washington
$205K -$63.7K -1,279 -21%
GW
1232
GW & Wade
Massachusetts
$205K -$897 -18 -0.4%
SIAP
1233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$205K
PGFC
1234
Peapack-Gladstone Financial Corp
New Jersey
$205K +$13.9K +279 +6%
CDH
1235
Charles D. Hyman
$205K +$236K +4,746 New
UBG
1236
United Bank (Georgia)
Georgia
$203K -$137K -2,745 -37%
TBNY
1237
Trustco Bank (New York)
New York
$203K
GL
1238
Graypoint LLC
New York
$203K +$10.6K +212 +5%
BWM
1239
Buckley Wealth Management
Nevada
$203K +$22.6K +453 +11%
GEA
1240
Glen Eagle Advisors
New Jersey
$203K -$12.5K -250 -5%
PNC
1241
Park National Corp
Ohio
$201K +$9.96K +200 +4%
SBSB
1242
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K -$47.3K -950 -17%
APWA
1243
Atlas Private Wealth Advisors
New Jersey
$193K -$91.7K -1,841 -29%
CF
1244
Centaurus Financial
California
$190K -$72.7K -1,459 -25%
ZB
1245
Zions Bancorporation
Utah
$189K +$33.5K +673 +18%
HFM
1246
Hartford Financial Management
Connecticut
$186K
TAIM
1247
TD Ameritrade Investment Management
Nebraska
$184K +$90.2K +1,810 +74%
HWA
1248
Heritage Wealth Advisors
Virginia
$184K +$27.1K +544 +12%
AP
1249
Atwood & Palmer
Missouri
$182K -$7.52K -151 -3%
OC
1250
Oakworth Capital
Alabama
$180K -$199 -4 -0.1%

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.