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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
OFG
1426
OmniStar Financial Group
North Carolina
$13K +$20.1K +300 New
RWML
1427
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.6K +$3.36K +50 +20%
JAM
1428
JCIC Asset Management
Ontario, Canada
$12K +$6.38K +95 +53%
MAM
1429
Marquette Asset Management
Minnesota
$11K -$17.1K -255 -50%
CAM
1430
ClariVest Asset Management
California
$11K +$873 +13 +5%
PP
1431
PrairieView Partners
Minnesota
$11K +$17.4K +259 New
GFPC
1432
Global Financial Private Client
Florida
$10.3K
AWM
1433
Avondale Wealth Management
Texas
$10K
CTB
1434
Country Trust Bank
Illinois
$10K
FBT
1435
First Bank & Trust
South Dakota
$10K +$806 +12 +5%
CC
1436
Cognios Capital
Kansas
$10K +$16.1K +240 New
CFD
1437
Creative Financial Designs
Indiana
$9K -$10K -149 -42%
LGWM
1438
Litman Gregory Wealth Management
California
$9K
SFG
1439
Sowa Financial Group
Rhode Island
$9K
JSC
1440
Jackson Square Capital
California
$9K +$14.8K +220 New
TI
1441
tru Independence
Oregon
$8.2K -$332K -4,951 -60%
PGAM
1442
Princeton Global Asset Management
New Jersey
$8K -$85.7K -1,276 -87%
AWM
1443
Atticus Wealth Management
Florida
$8K -$2.89K -43 -19%
WLPWM
1444
Walled Lake Planning & Wealth Management
Illinois
$8K
FIA
1445
FNY Investment Advisers
New York
$8K +$13.4K +200 New
KFS
1446
Kelly Financial Services
Massachusetts
$7.16K
HR
1447
Howe & Rusling
New York
$7K -$1.81K -27 -14%
LFG
1448
LifePlan Financial Group
Ohio
$7K
POIA
1449
Pin Oak Investment Advisors
Texas
$7K +$7.72K +115 +185%
CQS
1450
Credential Qtrade Securities
$6.74K -$119K -1,772 -92%

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.