We are live on ! Find out more
C icon

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
Fiera Capital (Canada)
201
Fiera Capital (Canada)
Quebec, Canada
$29.3M +$5.57M +83,011 +14%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$28.2M -$2.77M -41,193 -6%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$28M +$2.03M +30,238 +5%
Bank Julius Baer & Co
204
Bank Julius Baer & Co
Switzerland
$27.5M +$43.9M +653,797 New
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$27.4M +$290K +4,319 +0.7%
MVP
206
Miller Value Partners
Florida
$27.1M -$528K -7,866 -1%
VRS
207
Virginia Retirement Systems
Virginia
$26.8M -$765K -11,400 -2%
Stifel Financial
208
Stifel Financial
Missouri
$26.8M +$7.56M +112,612 +21%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$25.5M +$9.13M +136,016 +29%
CWM
210
CIBC World Markets
New York
$25.5M -$17.9M -267,345 -31%
FAF
211
Fjarde Ap-fonden
Sweden
$25.4M -$3.81M -56,800 -9%
CCM
212
Cullen Capital Management
New York
$25.4M +$39.6M +590,495 +4,657%
SIM
213
Sadoff Investment Management
Wisconsin
$25.1M -$1.34M -20,020 -3%
NIPH
214
NN Investment Partners Holdings
Netherlands
$25.1M +$12.9M +192,356 +48%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$25M -$15.9M -237,143 -29%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$24.9M -$8.12M -120,930 -17%
US Bancorp
217
US Bancorp
Minnesota
$24.5M -$10.3M -152,822 -21%
MNG
218
Manning & Napier Group
New York
$24M +$9.93M +147,865 +35%
MIM
219
MetLife Investment Management
New Jersey
$23.7M -$1.16M -17,218 -3%
Nomura Holdings
220
Nomura Holdings
Japan
$23.6M -$36.5M -543,491 -50%
Truist Financial
221
Truist Financial
North Carolina
$23M -$3.56M -53,000 -9%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$22.7M +$35.8M +533,090 +8,406%
PCIG
223
Partners Capital Investment Group
Massachusetts
$22.7M -$3.51M -52,335 -9%
Comerica Bank
224
Comerica Bank
Texas
$22.6M +$1.37M +20,454 +4%
FP
225
Foundry Partners
Minnesota
$22.3M -$2.83M -42,105 -7%

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.