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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
PA
1626
Procyon Advisors
Connecticut
-$35K -688 Closed
THWM
1627
Taylor Hoffman Wealth Management
Virginia
-$30K -588 Closed
FWM
1628
Filbrandt Wealth Management
Wisconsin
-$28K -556 Closed
TFA
1629
Transamerica Financial Advisors
Florida
-$27K -517 Closed
FIA
1630
FNY Investment Advisers
New York
-$19.9K -400 -100%
BCA
1631
Bray Capital Advisors
Florida
-$18K -350 Closed
M
1632
Mirova
France
-$18K -343 Closed
EIM
1633
Essex Investment Management
Massachusetts
-$16K -319 Closed
TC
1634
Truvestments Capital
Florida
-$15K -304 Closed
AWM
1635
Avondale Wealth Management
Texas
-$12K -232 Closed
SFG
1636
Sowa Financial Group
Rhode Island
-$10K -202 Closed
MA
1637
Modus Advisors
Minnesota
-$10K -200 Closed
JWM
1638
Janiczek Wealth Management
Colorado
-$9K -175 Closed
PIMG
1639
Patriot Investment Management Group
Tennessee
-$7.97K -156 Closed
HFA
1640
Hoover Financial Advisors
Pennsylvania
-$8K -150 Closed
GFPC
1641
Global Financial Private Client
Florida
-$7.35K -146 Closed
WR
1642
Watson Rebecca
-$6K -120 Closed
JSC
1643
Jackson Square Capital
California
-$6K -115 Closed
BHWM
1644
Bay Harbor Wealth Management
Maryland
-$5K -100 Closed
SFA
1645
Semmax Financial Advisors
North Carolina
-$5K -99 Closed
WAMC
1646
Western Asset Management Company
California
-$5K -79 Closed
SWM
1647
Selective Wealth Management
Virginia
-$4K -77 Closed
WFMPM
1648
Woodley Farra Manion Portfolio Management
Indiana
-$2K -47 Closed
FWM
1649
FSA Wealth Management
Massachusetts
-$2K -46 Closed
BWA
1650
Burt Wealth Advisors
Maryland
-$2K -40 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.