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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
RBC
1251
Roble Belko & Company
Pennsylvania
$177K
EWM
1252
Endurance Wealth Management
Rhode Island
$169K +$2.49K +50 +1%
T2I
1253
Turim 21 Investimentos
Brazil
$165K +$191K +3,835 New
MCM
1254
Manchester Capital Management
Vermont
$163K -$232K -4,659 -55%
WIM
1255
Westside Investment Management
California
$160K +$301K +6,050 +87%
WAM
1256
Wolverine Asset Management
Illinois
$157K -$95.9K -1,926 -35%
CCM
1257
Chiron Capital Management
Florida
$147K +$170K +3,407 New
AMC
1258
Asset Management Corp
Illinois
$145K +$168K +3,366 New
CI
1259
CX Institutional
Indiana
$142K +$51.2K +1,027 +46%
CB
1260
CNB Bank
Pennsylvania
$137K -$67.2K -1,349 -30%
VLKIM
1261
Van Lanschot Kempen Investment Management
Netherlands
$137K
SC
1262
Steph & Co
Wisconsin
$134K
KPCM
1263
Kings Point Capital Management
New York
$133K +$114K +2,294 +287%
CWC
1264
Carolinas Wealth Consulting
North Carolina
$130K +$94.9K +1,905 +171%
BCA
1265
Berman Capital Advisors
Georgia
$129K -$62.5K -1,255 -29%
PB
1266
Pinnacle Bancorp
Nebraska
$128K -$18.5K -371 -11%
HCP
1267
Hexagon Capital Partners
Arkansas
$126K +$149K +2,986 New
BC
1268
Bartlett & Co
Ohio
$124K -$15.4K -310 -10%
BCWM
1269
Bartlett & Co Wealth Management
Ohio
$124K -$15.4K -310 -10%
PFGIA
1270
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$2.29K +46 +2%
SWA
1271
Sutton Wealth Advisors
Florida
$120K +$1.64K +33 +1%
EW
1272
Evoke Wealth
California
$119K -$5.08K -102 -4%
CT
1273
Caldwell Trust
Florida
$115K -$12.3K -246 -8%
SWM
1274
Sugarloaf Wealth Management
Georgia
$113K +$4.98K +100 +4%
EWA
1275
Evolution Wealth Advisors
Florida
$112K +$116K +2,325 +852%

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.