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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
FFC
1376
First Financial Corp
Indiana
$22K -$4.04K -81 -14%
HWA
1377
HHM Wealth Advisors
Tennessee
$22K
HCM
1378
Horrell Capital Management
Arkansas
$22K
LGWM
1379
Litman Gregory Wealth Management
California
$22K +$14.7K +295 +134%
JC
1380
JBF Capital
Colorado
$22K +$24.9K +500 New
OAJ
1381
Ogorek Anthony Joseph
New York
$20K
RCA
1382
Ranch Capital Advisors
Florida
$20K
APWM
1383
Atlas Private Wealth Management
New York
$19K -$23.2K -466 -52%
TC
1384
Trust Company
Kansas
$19K -$15.9K -319 -43%
SFG
1385
Sage Financial Group
Pennsylvania
$19K
M
1386
MOTCO
Texas
$19K +$13.3K +266 +143%
HFM
1387
Harvest Fund Management
China
$18K -$81.6K -1,637 -80%
AWMS
1388
Advocacy Wealth Management Services
Georgia
$17K -$6.92K -139 -26%
SFPG
1389
Stonebridge Financial Planning Group
Florida
$17K
SIS
1390
Sound Income Strategies
Florida
$17K +$1.54K +31 +8%
TIM
1391
Tortoise Investment Management
New York
$16K -$4.98K -100 -21%
LF
1392
Lee Financial
Texas
$16K
ST
1393
Sageworth Trust
Pennsylvania
$16K +$11.2K +225 +150%
CA
1394
Crewe Advisors
Utah
$16K +$17.9K +360 New
BC
1395
Barnett & Company
Tennessee
$15K
FRA
1396
Front Row Advisors
California
$14K -$6.48K -130 -35%
MAWCM
1397
Mine & Arao Wealth Creation & Management
California
$14K +$847 +17 +6%
CPW
1398
Catalyst Private Wealth
California
$13K +$15K +302 New
TF
1399
Tompkins Financial
New York
$12K -$82.2K -1,650 -86%
JAM
1400
JCIC Asset Management
Ontario, Canada
$12K

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.