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Citigroup

1,474 hedge funds and large institutions have $67.1B invested in Citigroup in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 557 increasing their positions, 654 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.67% less ownership

Funds ownership: 77.57%74.9% (-2.7%)

6% less funds holding

Funds holding: 1,5741,474 (-100)

15% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 654

19% less capital invested

Capital invested by funds: $82.4B → $67.1B (-$15.3B)

38% less funds holding in top 10

Funds holding in top 10: 7748 (-29)

44% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $4.75B

46% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 185

Holders
1,474
Holders Change
-100
Holders Change %
-6.35%
% of All Funds
29.74%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.97%
New
99
Increased
557
Reduced
654
Closed
185
Calls
$2.64B
Puts
$4.75B
Net Calls
-$2.11B
Net Calls Change
-$843M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.32B -$138M -2,760,433 -2%
BlackRock
2
BlackRock
New York
$6.8B -$212M -4,265,194 -3%
State Street
3
State Street
Massachusetts
$3.84B -$69.3M -1,391,326 -2%
Bank of America
4
Bank of America
North Carolina
$2.1B +$37.5M +753,077 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.47B -$74.7M -1,498,732 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.35B -$9.78M -196,325 -0.6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.25B -$10.5M -210,511 -0.7%
Norges Bank
8
Norges Bank
Norway
$1.17B -$63.4M -1,272,619 -4%
VH
9
ValueAct Holdings
California
$1.17B
Northern Trust
10
Northern Trust
Illinois
$1.15B -$17.2M -344,370 -1%
Harris Associates
11
Harris Associates
Illinois
$1.12B -$236M -4,736,931 -15%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$1B +$35.5M +713,070 +3%
Invesco
13
Invesco
Georgia
$989M -$282M -5,656,390 -20%
JP Morgan Chase
14
JP Morgan Chase
New York
$939M -$404M -8,119,282 -27%
Capital World Investors
15
Capital World Investors
California
$907M -$220M -4,411,161 -17%
Sanders Capital
16
Sanders Capital
Florida
$874M +$31.8M +638,347 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$858M -$662M -13,282,593 -40%
Ameriprise
18
Ameriprise
Minnesota
$821M -$136M -2,732,443 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$820M +$386M +7,744,000 +69%
N
20
Nuveen
North Carolina
$770M -$14.9M -298,971 -2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$767M +$301M +6,037,818 +51%
Morgan Stanley
22
Morgan Stanley
New York
$743M +$79.9M +1,603,608 +10%
Franklin Resources
23
Franklin Resources
California
$696M +$151M +3,027,043 +23%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$600M -$30.1M -604,366 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$573M -$22.2M -445,350 -3%

C Hedge Fund Activity: Q3 2020 in Review

1,474 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2020, worth a combined $67.1B — down 19% from $82.4B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of C and 99 opened new positions — a net loss of 86 holders — while 654 trimmed existing stakes and 557 added.

The largest buyer was Capital Research Global Investors, adding an estimated $389M. The largest seller was Fidelity Investments, cutting an estimated $662M.

  • 1,474 institutional investors held Citigroup (C) as of Q3 2020, down from 1,574 in Q2 2020.
  • Funds reported $67.1B of Citigroup stock for Q3 2020, down 19% quarter-over-quarter.
  • 99 funds opened new Citigroup positions in Q3 2020 and 185 closed out, a net change of -86 holders.
  • The largest Citigroup buyer in Q3 2020 was Capital Research Global Investors, an estimated $389M added.
  • The largest Citigroup seller in Q3 2020 was Fidelity Investments, an estimated $662M sold.

Based on aggregated 13F filings for Q3 2020.