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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
EWA
1551
EP Wealth Advisors
California
-$372K -7,286 Closed
BCM
1552
Bienville Capital Management
New York
-$358K -7,010 Closed
VCM
1553
Vivaldi Capital Management
Illinois
-$352K -6,593 Closed
JAFL
1554
Jay A. Fishman Ltd
Michigan
-$336K -6,575 Closed
FI
1555
FormulaFolio Investments
Michigan
-$331K -6,469 Closed
FA
1556
Faithward Advisors
Pennsylvania
-$316K -6,193 Closed
CANY
1557
Caxton Associates (New York)
New York
-$316K -6,191 Closed
Dodge & Cox
1558
Dodge & Cox
California
-$309K -6,055 Closed
HCA
1559
Heck Capital Advisors
Wisconsin
-$309K -6,050 Closed
SC
1560
Sepio Capital
Utah
-$304K -5,955 Closed
LAM
1561
Lingohr Asset Management
Germany
-$292K -5,835 Closed
KJHP
1562
K.J. Harrison & Partners
Ontario, Canada
-$298K -5,827 Closed
TC
1563
TradeLink Capital
Illinois
-$290K -5,680 Closed
AFP
1564
Ausdal Financial Partners
Iowa
-$284K -5,560 Closed
DC
1565
DeDora Capital
California
-$282K -5,515 Closed
CAMG
1566
CWA Asset Management Group
Florida
-$272K -5,322 Closed
FIB
1567
First Interstate Bank
Montana
-$272K -5,307 Closed
OFG
1568
Oxford Financial Group
Indiana
-$268K -5,240 Closed
CCA
1569
Cobblestone Capital Advisors
New York
-$267K -5,218 Closed
JSL
1570
JT Stratford LLC
Georgia
-$265K -5,188 Closed
XSC
1571
X-Square Capital
Puerto Rico
-$265K -5,182 Closed
NAS
1572
Nicolet Advisory Services
Wisconsin
-$262K -5,123 Closed
RCM
1573
RB Capital Management
Nevada
-$260K -5,091 Closed
BCP
1574
Berkeley Capital Partners
Georgia
-$260K -5,083 Closed
PC
1575
PA Capital
Virginia
-$256K -5,000 Closed

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.