We are live on ! Find out more
C icon

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
CCG
1601
Cypress Capital Group
Florida
-$212K -4,150 Closed
CBFP
1602
Cedar Brook Financial Partners
Ohio
-$211K -4,127 Closed
FWM
1603
Frontier Wealth Management
Missouri
-$211K -4,123 Closed
RI
1604
Ridgewood Investments
New Jersey
-$209K -4,086 Closed
SWP
1605
Strategic Wealth Partners
Ohio
-$206K -4,026 Closed
RFM
1606
Royal Fund Management
Florida
-$204K -4,001 Closed
ACA
1607
Ackerman Capital Advisors
Texas
-$204K -4,000 Closed
GJIC
1608
Gamble Jones Investment Counsel
California
-$204K -4,000 Closed
FCFC
1609
First Citizens Financial Corp
Iowa
-$204K -3,996 Closed
GAG
1610
GM Advisory Group
New York
-$204K -3,985 Closed
GAM
1611
Griffin Asset Management
New York
-$203K -3,967 Closed
TCM
1612
Tuttle Capital Management
Connecticut
-$203K -3,967 Closed
COF
1613
Capital One Financial
Virginia
-$202K -3,960 Closed
CL
1614
Choreo LLC
Illinois
-$202K -3,955 Closed
CCM
1615
Check Capital Management
California
-$201K -3,935 Closed
FNC
1616
First National Corp
Massachusetts
-$200K -3,922 Closed
PWP
1617
Principle Wealth Partners
Connecticut
-$158K -3,083 Closed
FA
1618
Fortis Advisors
Pennsylvania
-$113K -2,220 Closed
BL
1619
Balentine LLC
Georgia
-$85K -1,667 Closed
BFIM
1620
Beese Fulmer Investment Management
Ohio
-$76K -1,493 Closed
JPLA
1621
Joseph P. Lucia & Associates
New York
-$76K -1,478 Closed
1W
1622
1776 Wealth
Georgia
-$71K -1,400 Closed
KWM
1623
Keebeck Wealth Management
Illinois
-$64K -1,255 Closed
FANJ
1624
Financial Architects (New Jersey)
New Jersey
-$62K -1,204 Closed
AWM
1625
Apollon Wealth Management
South Carolina
-$42K -819 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.