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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
GVAG
1651
Great Valley Advisor Group
Delaware
-$370K -4,632 Closed
JA
1652
JOYN Advisors
Georgia
-$368K -4,609 Closed
DC
1653
DeDora Capital
California
-$365K -4,573 Closed
CAMG
1654
CWA Asset Management Group
Florida
-$364K -4,557 Closed
KJHP
1655
K.J. Harrison & Partners
Ontario, Canada
-$364K -4,557 Closed
SYBT
1656
Stock Yards Bank & Trust
Kentucky
-$362K -4,537 Closed
MA
1657
Mutual Advisors
Nebraska
-$362K -4,534 Closed
BJL
1658
Brighton Jones LLC
Washington
-$361K -4,522 Closed
VWM
1659
Vigilare Wealth Management
Arizona
-$339K -4,518 Closed
AC
1660
Almitas Capital
California
-$360K -4,500 Closed
AFM
1661
Abbot Financial Management
Massachusetts
-$359K -4,490 Closed
TBNY
1662
Trustco Bank (New York)
New York
-$358K -4,478 Closed
BWP
1663
Bernardo Wealth Planning
Pennsylvania
-$356K -4,465 Closed
GAM
1664
Griffin Asset Management
New York
-$356K -4,459 Closed
FDS
1665
First Dallas Securities
Texas
-$355K -4,440 Closed
EH
1666
Employers Holdings
Nevada
-$350K -4,375 Closed
PPW
1667
Parcion Private Wealth
Washington
-$348K -4,359 Closed
BG
1668
Berry Group
Massachusetts
-$344K -4,311 Closed
BFA
1669
Beacon Financial Advisory
Ohio
-$344K -4,306 Closed
GJIC
1670
Gamble Jones Investment Counsel
California
-$342K -4,280 Closed
IA
1671
IFG Advisory
Georgia
-$340K -4,257 Closed
SWM
1672
Segment Wealth Management
Texas
-$330K -4,126 Closed
BHC
1673
Bowen Hanes & Co
Florida
-$329K -4,120 Closed
PNC
1674
Park National Corp
Ohio
-$327K -4,097 Closed
RI
1675
Ridgewood Investments
New Jersey
-$326K -4,085 Closed

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.