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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
SIA
1776
Soltis Investment Advisors
Utah
-$212K -2,656 Closed
FNC
1777
First National Corp
Massachusetts
-$212K -2,648 Closed
CWM
1778
Confluence Wealth Management
Oregon
-$211K -2,637 Closed
CA
1779
Claro Advisors
Massachusetts
-$211K -2,636 Closed
BRC
1780
Bell Rock Capital
Delaware
-$212K -2,633 Closed
ACA
1781
Affinity Capital Advisors
California
-$210K -2,631 Closed
BA
1782
Bristlecone Advisors
Washington
-$210K -2,623 Closed
MPCG
1783
Matrix Private Capital Group
New York
-$208K -2,606 Closed
SWK
1784
Stephen W. Kidder
-$208K -2,600 Closed
DMC
1785
Drexel Morgan & Co
Pennsylvania
-$207K -2,585 Closed
AAM
1786
AR Asset Management
California
-$206K -2,576 Closed
LC
1787
Lavaca Capital
Texas
-$205K -2,569 Closed
BA
1788
Birinyi Associates
Connecticut
-$204K -2,550 Closed
HTC
1789
Haverford Trust Company
Pennsylvania
-$202K -2,524 Closed
PCS
1790
Personal CFO Solutions
New Jersey
-$223K -2,479 Closed
PAI
1791
Pittenger & Anderson Inc
Nebraska
-$160K -2,000 Closed
PA
1792
PSI Advisors
Florida
-$147K -1,843 Closed
UFF
1793
USA Financial Formulas
Michigan
-$147K -1,843 Closed
AIM
1794
Acropolis Investment Management
Missouri
-$147K -1,838 Closed
PIA
1795
Powell Investment Advisors
Florida
-$126K -1,577 Closed
SAM
1796
Sycomore Asset Management
France
-$119K -1,500 Closed
AA
1797
Argent Advisors
Louisiana
-$110K -1,385 Closed
CWA
1798
Capital Wealth Alliance
Arizona
-$95K -1,270 Closed
KWM
1799
Keebeck Wealth Management
Illinois
-$100K -1,255 Closed
CYG
1800
Clean Yield Group
Vermont
-$79K -983 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.