We are live on ! Find out more
C icon

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
FCFS
1301
First Command Financial Services
Texas
$70K -$3.94K -79 -5%
FNBOSM
1302
First National Bank of South Miami
Florida
$70K +$16.7K +336 +26%
CHA
1303
Carmichael Hill & Associates
Maryland
$69K +$24.4K +490 +44%
AW
1304
Alpha Windward
Massachusetts
$68K
AIC
1305
Ayalon Insurance Company
Israel
$66K
WB
1306
Webster Bank
Connecticut
$66K
PS
1307
Planned Solutions
California
$65K +$74.7K +1,500 New
C
1308
Cerebellum
California
$64K +$73.7K +1,480 New
DAM
1309
Delta Asset Management
Tennessee
$63K -$6.78K -136 -8%
AWM
1310
AllSquare Wealth Management
New York
$63K
CCA
1311
Column Capital Advisors
Indiana
$59K -$10.4K -209 -13%
BWM
1312
BerganKDV Wealth Management
Minnesota
$59K -$6.23K -125 -8%
FMP
1313
Financial Management Professionals
Texas
$58K -$2.24K -45 -3%
EWM
1314
Elmwood Wealth Management
California
$58K
IF
1315
Ironwood Financial
Arizona
$57K
JWA
1316
JFS Wealth Advisors
Pennsylvania
$57K
HIA
1317
Harbor Investment Advisory
Maryland
$56K -$209K -4,198 -76%
SBL
1318
Sargent Bickham Lagudis
Colorado
$56K
SAM
1319
S.A. Mason
Michigan
$55K
SLF
1320
Sun Life Financial
Ontario, Canada
$54K -$3.44K -69 -5%
CAL
1321
Capital Advisors Ltd
Ohio
$54K
AW
1322
Avion Wealth
Texas
$54K +$598 +12 +1%
BBL
1323
Beck Bode LLC
Massachusetts
$54K +$62.5K +1,255 New
BWM
1324
Baystate Wealth Management
Massachusetts
$53K +$1.59K +32 +3%
EFSCE
1325
Enterprise Financial Services Corp (EFSC)
Missouri
$52K

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.