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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
AAP
1276
Arax Advisory Partners
Colorado
$132K -$132K -1,967 -39%
SC
1277
Steph & Co
Wisconsin
$131K +$30.1K +448 +17%
KAM
1278
Karani Asset Management
New York
$126K
SWA
1279
Sutton Wealth Advisors
Florida
$124K +$4.36K +65 +2%
BCWM
1280
Bartlett & Co Wealth Management
Ohio
$123K -$148K -2,203 -43%
BC
1281
Bartlett & Co
Ohio
$123K +$196K +2,921 New
SL
1282
Savior LLC
Massachusetts
$119K -$5.91K -88 -3%
RTC
1283
Riverview Trust Company
Washington
$118K
BDWM
1284
Brewin Dolphin Wealth Management
Ireland
$117K
MMG
1285
Monetary Management Group
Missouri
$115K -$8.39K -125 -4%
PB
1286
Pinnacle Bancorp
Nebraska
$115K
WAP
1287
Wealthcare Advisory Partners
Pennsylvania
$112K -$30.4K -453 -15%
MHR
1288
Matthew Hamilton Rosenberg
$112K +$178K +2,657 New
TAIM
1289
TD Ameritrade Investment Management
Nebraska
$111K +$44.1K +657 +33%
PFGIA
1290
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$60.1K +895 +51%
SWM
1291
Sugarloaf Wealth Management
Georgia
$106K -$8.86K -132 -5%
FA
1292
Fortis Advisors
Pennsylvania
$105K -$147K -2,195 -47%
CS
1293
Capital Square
Tennessee
$104K +$166K +2,468 New
HCM
1294
Highlander Capital Management
New Jersey
$102K -$26.9K -400 -14%
SCM
1295
Silvant Capital Management
Georgia
$100K
EIP
1296
Ellis Investment Partners
Pennsylvania
$98K +$39.1K +583 +30%
WCG
1297
Weaver Consulting Group
California
$89K -$12.6K -187 -8%
BFC
1298
Bedel Financial Consulting
Indiana
$87K +$403 +6 +0.3%
AC
1299
AlphaCore Capital
California
$85K +$135K +2,016 New
PFSC
1300
Peoples Financial Services Corp
Pennsylvania
$84K

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.