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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
WWM
1751
Windsor Wealth Management
Indiana
-$236K -2,958 Closed
NCM
1752
Noesis Capital Mangement
Florida
-$236K -2,954 Closed
EWM
1753
Empirical Wealth Management
Washington
-$235K -2,945 Closed
TCM
1754
Teza Capital Management
Illinois
-$233K -2,917 Closed
IA
1755
Independence Advisors
Pennsylvania
-$231K -2,889 Closed
DIM
1756
Delta Investment Management
California
-$230K -2,888 Closed
RCA
1757
Resonant Capital Advisors
Wisconsin
-$231K -2,887 Closed
FBFS
1758
First Business Financial Services
Wisconsin
-$230K -2,883 Closed
KL
1759
KWMG LLC
Kansas
-$230K -2,879 Closed
ESB
1760
Essex Savings Bank
Connecticut
-$226K -2,824 Closed
MA
1761
Montag & Associates
Georgia
-$225K -2,818 Closed
CWC
1762
Carolinas Wealth Consulting
North Carolina
-$220K -2,800 Closed
BWFA
1763
Baltimore-Washington Financial Advisors
Maryland
-$222K -2,785 Closed
RWA
1764
River Wealth Advisors
Pennsylvania
-$222K -2,782 Closed
FMTC
1765
Farmers & Merchants Trust Company
California
-$222K -2,776 Closed
HKAM
1766
Horizon Kinetics Asset Management
New York
-$221K -2,767 Closed
BBA
1767
BLB&B Advisors
Pennsylvania
-$221K -2,766 Closed
SW
1768
SkyOak Wealth
Michigan
-$219K -2,743 Closed
LDB
1769
Lee, Danner & Bass
Tennessee
-$217K -2,717 Closed
PWLP
1770
Prio Wealth Limited Partnership
Massachusetts
-$215K -2,697 Closed
FFG
1771
Frisch Financial Group
New York
-$214K -2,678 Closed
BWM
1772
BigSur Wealth Management
Florida
-$213K -2,670 Closed
SIA
1773
Starfire Investment Advisers
Michigan
-$213K -2,668 Closed
CCG
1774
Cypress Capital Group
Florida
-$213K -2,667 Closed
PGWM
1775
Parisi Gray Wealth Management
New Jersey
-$213K -2,661 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.