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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
CI
1376
CX Institutional
Indiana
$34K +$12.8K +191 +31%
DOA
1377
D'Orazio & Associates
Virginia
$34K +$13.7K +204 +34%
PMFA
1378
Plante Moran Financial Advisors
Michigan
$33K +$1.75K +26 +3%
AWM
1379
AllSquare Wealth Management
New York
$32K -$26.9K -400 -34%
TC
1380
Trust Company
Kansas
$32K
LFG
1381
Larson Financial Group
Missouri
$32K +$16.2K +242 +47%
JFA
1382
JNBA Financial Advisors
Minnesota
$31K -$20.1K -300 -29%
HI
1383
Hudock Inc
Pennsylvania
$31K +$1.07K +16 +2%
TC
1384
Truvestments Capital
Florida
$28K -$151K -2,246 -77%
BC
1385
Barnett & Company
Tennessee
$27K -$10.3K -154 -19%
PW
1386
Price Wealth
Texas
$27K -$6.98K -104 -14%
LWANC
1387
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K -$4.43K -66 -9%
LWM
1388
Liberty Wealth Management
California
$27K +$1.27K +19 +3%
LWM
1389
Lenox Wealth Management
Ohio
$27K +$18.1K +270 +72%
WIM
1390
Westside Investment Management
California
$26.5K +$620K +9,235 New
AA
1391
Advisory Alpha
Michigan
$26.2K -$28.3K -422 -41%
PA
1392
Procyon Advisors
Connecticut
$26K -$35.6K -531 -46%
FP
1393
Financial Perspectives
Minnesota
$25.9K -$17.1K -254 -29%
FPFS
1394
First Personal Financial Services
North Carolina
$25K -$6.71K -100 -15%
CWM
1395
Cranbrook Wealth Management
Michigan
$25K
SC
1396
Solstein Capital
California
$25K
AWMS
1397
Advocacy Wealth Management Services
Georgia
$25K +$13.8K +206 +46%
AWM
1398
Avior Wealth Management
Nebraska
$24K -$14.8K -221 -28%
WWM
1399
Willingdon Wealth Management
North Carolina
$24K +$29.1K +433 +333%
SBL
1400
Sargent Bickham Lagudis
Colorado
$23K -$56.5K -842 -61%

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.