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Citigroup

1,574 hedge funds and large institutions have $82.4B invested in Citigroup in 2020 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 614 increasing their positions, 619 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 113

38% more funds holding in top 10

Funds holding in top 10: 5677 (+21)

19% more capital invested

Capital invested by funds: $69.4B → $82.4B (+$13B)

5% more funds holding

Funds holding: 1,5061,574 (+68)

1% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 619

0.89% less ownership

Funds ownership: 78.46%77.57% (-0.89%)

31% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $4.14B

Holders
1,574
Holders Change
+68
Holders Change %
+4.52%
% of All Funds
32.27%
Holding in Top 10
77
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+37.5%
% of All Funds
1.58%
New
197
Increased
614
Reduced
619
Closed
113
Calls
$2.88B
Puts
$4.14B
Net Calls
-$1.27B
Net Calls Change
-$297M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$60.3M +$1.44M +30,257 +3%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$60.3M -$14.5M -305,838 -21%
Skandinaviska Enskilda Banken (SEB)
153
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.7M +$5.26M +110,936 +11%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.6M -$2.39M -50,301 -4%
PP
155
Prudential plc
United Kingdom
$58.5M -$61.3M -1,292,950 -53%
Asset Management One
156
Asset Management One
Japan
$58.4M -$6.97M -146,827 -11%
CIP
157
Cornerstone Investment Partners
Georgia
$57.8M -$5.09M -107,320 -9%
PAMU
158
Pictet Asset Management (UK)
United Kingdom
$57.3M -$3.68M -77,554 -6%
MWNA
159
Marshall Wace North America
New York
$56.1M +$47.1M +992,800 +953%
LCM
160
Lakewood Capital Management
New York
$55.8M +$237K +5,000 +0.5%
OAM
161
Oppenheimer Asset Management
New York
$55.7M -$695K -14,639 -1%
HA
162
Homestead Advisers
Virginia
$55.7M +$94.9K +2,000 +0.2%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$54.8M +$50.9M +1,072,339 New
Public Sector Pension Investment Board (PSP Investments)
164
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$54.4M +$8.78M +185,100 +21%
MHI
165
Miller Howard Investments
New York
$54.4M +$4.83M +101,697 +11%
SLAM
166
Swiss Life Asset Management
$53.4M -$40.6K -855 -0.1%
SAM
167
Storebrand Asset Management
Norway
$52.1M +$1.21M +25,446 +3%
TG
168
TCW Group
California
$52.1M -$8.29M -174,658 -15%
FMI
169
Factory Mutual Insurance
Massachusetts
$50.1M -$489K -10,300 -1%
KBG
170
Kahn Brothers Group
New York
$47.7M -$385K -8,108 -0.9%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$47.5M -$60.6M -1,278,213 -58%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$46.6M +$3.19M +67,144 +8%
PAM
173
Panagora Asset Management
Massachusetts
$46.1M +$8.82M +185,813 +26%
SEI Investments
174
SEI Investments
Pennsylvania
$46.1M -$1.1M -23,138 -3%
MSE
175
MUFG Securities EMEA
United Kingdom
$45.9M -$29.4M -619,141 -41%

C Hedge Fund Activity: Q2 2020 in Review

1,574 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2020, worth a combined $82.4B — up 19% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new C positions and 113 closed out — a net gain of 84 holders — while 614 added to existing stakes and 619 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $344M. The largest seller was T. Rowe Price Associates, cutting an estimated $683M.

  • 1,574 institutional investors held Citigroup (C) as of Q2 2020, up from 1,506 in Q1 2020.
  • Funds reported $82.4B of Citigroup stock for Q2 2020, up 19% quarter-over-quarter.
  • 197 funds opened new Citigroup positions in Q2 2020 and 113 closed out, a net change of +84 holders.
  • The largest Citigroup buyer in Q2 2020 was Nordea Investment Management, an estimated $344M added.
  • The largest Citigroup seller in Q2 2020 was T. Rowe Price Associates, an estimated $683M sold.

Based on aggregated 13F filings for Q2 2020.