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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
CTB
1401
Country Trust Bank
Illinois
$12K +$2.39K +48 +20%
HR
1402
Howe & Rusling
New York
$12K +$13.5K +270 +13,500%
SXL
1403
Summit X LLC
Missouri
$11.9K +$9.56K +192 +0.4%
KFS
1404
Kelly Financial Services
Massachusetts
$11.7K +$50 +1 +0.4%
HI
1405
Hoey Investments
Pennsylvania
$11K -$56.8K -1,140 -81%
MAM
1406
Marquette Asset Management
Minnesota
$11K
WB
1407
West Bancorporation
Iowa
$11K
CAM
1408
ClariVest Asset Management
California
$10K -$1.15K -23 -9%
LWA
1409
Lenox Wealth Advisors
New York
$9K -$16.8K -337 -63%
FBT
1410
First Bank & Trust
South Dakota
$9K
WLPWM
1411
Walled Lake Planning & Wealth Management
Illinois
$9K
KCM
1412
Kathmere Capital Management
Pennsylvania
$9K +$9.96K +200 New
AWM
1413
Atticus Wealth Management
Florida
$8K +$100 +2 +1%
NIC
1414
Northwest Investment Counselors
Oregon
$8K +$8.72K +175 New
BFC
1415
Bedel Financial Consulting
Indiana
$7K
LFG
1416
LifePlan Financial Group
Ohio
$7K
TCM
1417
Tradewinds Capital Management
Washington
$7K +$3.24K +65 +70%
HCA
1418
Horan Capital Advisors
Ohio
$7K +$7.67K +154 New
CQS
1419
Credential Qtrade Securities
$6.9K
FEG
1420
Financial Enhancement Group
Indiana
$6K
SNT
1421
Security National Trust
West Virginia
$6K
POIA
1422
Pin Oak Investment Advisors
Texas
$5K -$3.09K -62 -35%
RIM
1423
Rockbridge Investment Management
New York
$5K -$747 -15 -11%
CFN
1424
Cordasco Financial Network
Florida
$5K
JWBC
1425
John W. Brooker & Co
California
$5K +$50 +1 +0.9%

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.