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
BG
1326
Bollard Group
Massachusetts
$51K +$199 +4 +0.3%
DSC
1327
Duncker Streett & Co
Missouri
$50K -$27.2K -546 -32%
SIAS
1328
Shine Investment Advisory Services
Colorado
$50K +$2.99K +60 +5%
HFRG
1329
Houlihan Financial Resource Group
Virginia
$50K +$51.4K +1,032 New
TFGT
1330
TS Financial Group (TSFG)
Illinois
$49K -$19.3K -387 -25%
FMII
1331
Farmers & Merchants Investments Inc
Nebraska
$48K -$17.9K -360 -24%
LFG
1332
Larson Financial Group
Missouri
$48K -$17.7K -355 -24%
RWA
1333
Ropes Wealth Advisors
Massachusetts
$48K -$3.44K -69 -6%
MSFP
1334
Mark Sheptoff Financial Planning
Connecticut
$47K
CFFP
1335
Center for Financial Planning
Michigan
$47K +$9.46K +190 +21%
AWM
1336
Avior Wealth Management
Nebraska
$46K +$448 +9 +0.8%
TWA
1337
TCI Wealth Advisors
Arizona
$46K +$13.5K +271 +34%
EARNEST Partners
1338
EARNEST Partners
Georgia
$45K
MF
1339
Manchester Financial
California
$45K
EIP
1340
Ellis Investment Partners
Pennsylvania
$44K -$62.9K -1,262 -55%
PFSC
1341
Peoples Financial Services Corp
Pennsylvania
$43K -$39.9K -800 -45%
PMFA
1342
Plante Moran Financial Advisors
Michigan
$43K -$13.9K -279 -22%
SGAM
1343
Smith Group Asset Management
Texas
$40K +$4.48K +90 +11%
CFO
1344
CVA Family Office
Colorado
$39K
WPA
1345
West Paces Advisors
Georgia
$38.1K -$14.7K -296 -25%
JFA
1346
JNBA Financial Advisors
Minnesota
$38K +$7.12K +143 +19%
BWP
1347
Baldwin Wealth Partners
Massachusetts
$37K
RA
1348
Rational Advisors
New York
$36K -$168K -3,375 -80%
RFA
1349
Reilly Financial Advisors
California
$36K -$54.9K -1,102 -57%
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K -$33.2K -666 -44%

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.