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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
RA
1576
RFG Advisory
Alabama
-$248K -4,858 Closed
IF
1577
Intrua Financial
Texas
-$253K -4,780 Closed
TI
1578
Tidal Investments
Wisconsin
-$244K -4,769 Closed
GLA
1579
Good Life Advisors
Pennsylvania
-$244K -4,723 Closed
BFC
1580
Blue Fin Capital
Rhode Island
-$240K -4,715 Closed
GAM
1581
Grandview Asset Management
Pennsylvania
-$239K -4,677 Closed
KWMG
1582
King Wealth Management Group
Florida
-$238K -4,654 Closed
AC
1583
Almitas Capital
California
-$230K -4,500 Closed
GI
1584
GS Investments
Minnesota
-$230K -4,499 Closed
AC
1585
Abbrea Capital
California
-$230K -4,496 Closed
AFM
1586
Abbot Financial Management
Massachusetts
-$229K -4,490 Closed
PCS
1587
Personal CFO Solutions
New Jersey
-$229K -4,487 Closed
SVWAG
1588
Sound View Wealth Advisors Group
Georgia
-$226K -4,422 Closed
GPA
1589
Garrison Point Advisors
California
-$225K -4,411 Closed
NWS
1590
Newport Wealth Strategies
California
-$225K -4,409 Closed
KFC
1591
Klingenstein Fields & Co
New York
-$221K -4,330 Closed
SA
1592
Strategic Advisors
New York
-$223K -4,329 Closed
RT
1593
Rockland Trust
Massachusetts
-$221K -4,327 Closed
BB
1594
Bell Bank
North Dakota
-$220K -4,309 Closed
PWM
1595
PBMares Wealth Management
Virginia
-$219K -4,281 Closed
FCA
1596
FLC Capital Advisors
California
-$219K -4,212 Closed
LWP
1597
Legacy Wealth Planning
Nevada
-$215K -4,208 Closed
CA
1598
Calton & Associates
Florida
-$215K -4,206 Closed
TWM
1599
Titus Wealth Management
California
-$215K -4,198 Closed
BMC
1600
Beaton Management Company
Massachusetts
-$213K -4,162 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.