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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
HI
1351
Hudock Inc
Pennsylvania
$36K -$149 -3 -0.3%
GTAM
1352
Global Trust Asset Management
Florida
$36K
VNA
1353
Valley National Advisers
Pennsylvania
$35K -$9.96K -200 -20%
SFSIG
1354
San Francisco Sentry Investment Group
California
$35K -$9.07K -182 -18%
TI
1355
tru Independence
Oregon
$34K -$436K -8,758 -92%
APW
1356
Acima Private Wealth
Virginia
$33K -$8.92K -179 -19%
AWA
1357
Arkadios Wealth Advisors
Georgia
$32.5K -$12.2K -244 -24%
AP
1358
Arlington Partners
Alabama
$32K
PW
1359
Price Wealth
Texas
$32K +$1.59K +32 +4%
PO
1360
Private Ocean
California
$32K +$37.3K +749 New
LWM
1361
Liberty Wealth Management
California
$31K -$1.29K -26 -3%
SA
1362
SRH Advisors
Kansas
$30K
CDIA
1363
Capital Directions Investment Advisors
Georgia
$29K +$33.4K +670 New
LJHT
1364
Laurie J. Hall Trustee
$29K +$33.4K +670 New
GWS
1365
Glassman Wealth Services
Virginia
$28K +$2.54K +51 +8%
AA
1366
Advisory Alpha
Michigan
$28K +$30.7K +616 New
DOA
1367
D'Orazio & Associates
Virginia
$27K +$299 +6 +1%
CWM
1368
Cranbrook Wealth Management
Michigan
$26K
RCG
1369
Ruggie Capital Group
Florida
$26K +$25K +501 +496%
FPFS
1370
First Personal Financial Services
North Carolina
$25K
LWANC
1371
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K +$50 +1 +0.2%
FP
1372
Financial Perspectives
Minnesota
$24.4K
IRAG
1373
Investment Research & Advisory Group
Georgia
$24K
ONST
1374
Old North State Trust
North Carolina
$24K +$27.4K +551 New
ATC
1375
Adirondack Trust Company
New York
$23K -$3.24K -65 -11%

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.