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Citigroup

1,470 hedge funds and large institutions have $154B invested in Citigroup in 2017 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 641 increasing their positions, 496 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 79

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 496

12% more call options, than puts

Call options by funds: $4.1B | Put options by funds: $3.68B

12% more funds holding in top 10

Funds holding in top 10: 182203 (+21)

10% more capital invested

Capital invested by funds: $140B → $154B (+$13.9B)

3% more funds holding

Funds holding: 1,4271,470 (+43)

1.66% more ownership

Funds ownership: 76.56%78.22% (+1.7%)

Holders
1,470
Holders Change
+43
Holders Change %
+3.01%
% of All Funds
36.64%
Holding in Top 10
203
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.54%
% of All Funds
5.06%
New
136
Increased
641
Reduced
496
Closed
79
Calls
$4.1B
Puts
$3.68B
Net Calls
+$427M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
401
Janney Montgomery Scott
Pennsylvania
$16.4M -$319K -4,676 -2%
COPPSERS
402
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.1M +$1.16M +17,030 +8%
FPCM
403
Financial Partners Capital Management
New York
$16M -$498K -7,296 -3%
FT
404
Fiduciary Trust
Massachusetts
$16M +$629K +9,215 +4%
SIM
405
Sentry Investment Management
Wisconsin
$16M -$148K -2,172 -1%
CA
406
CapWealth Advisors
Tennessee
$15.9M +$318K +4,665 +2%
WCP
407
Welch Capital Partners
New York
$15.9M -$532K -7,790 -3%
AHB
408
Abner Herrman & Brock
New Jersey
$15.8M +$422K +6,174 +3%
GCM
409
Grisanti Capital Management
New York
$15.8M -$56K -820 -0.4%
MIS
410
Morningstar Investment Services
Illinois
$15.7M +$128K +1,882 +0.9%
HC
411
Hourglass Capital
Texas
$15.6M -$37.5K -550 -0.3%
HIMC
412
Heritage Investors Management Corp
Maryland
$15.5M -$277K -4,057 -2%
SMDAM
413
Sumitomo Mitsui DS Asset Management
Japan
$15.3M -$658K -9,638 -4%
CAM
414
Chou Associates Management
Ontario, Canada
$15.3M -$6.83M -100,000 -32%
MA
415
MUFG Americas
New York
$15.3M -$1.21M -17,741 -8%
AIM
416
Achmea Investment Management
Netherlands
$15.3M +$2.99M +43,739 +26%
HEIP
417
Hudson Edge Investment Partners
New Jersey
$15.1M -$4.6M -67,401 -24%
Wolverine Trading
418
Wolverine Trading
Illinois
$15.1M +$7.08M +103,681 +100%
DDPIC
419
Deroy & Devereaux Private Investment Counsel
Michigan
$15M +$14M +205,760 New
CF
420
CNA Financial
Illinois
$14.9M -$549K -8,035 -4%
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8M +$140K +2,050 +1%
SAM
422
Shell Asset Management
Netherlands
$14.7M -$3.33M -48,720 -19%
NONA
423
Ninety One North America
New York
$14.7M -$302K -4,421 -2%
WT
424
Whittier Trust
California
$14.5M +$284K +4,156 +2%
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$14.3M +$90.3K +1,323 +0.7%

C Hedge Fund Activity: Q3 2017 in Review

1,470 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2017, worth a combined $154B — up 9.9% from $140B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new C positions and 79 closed out — a net gain of 57 holders — while 641 added to existing stakes and 496 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $457M. The largest seller was Capital Research Global Investors, cutting an estimated $666M.

  • 1,470 institutional investors held Citigroup (C) as of Q3 2017, up from 1,427 in Q2 2017.
  • Funds reported $154B of Citigroup stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 136 funds opened new Citigroup positions in Q3 2017 and 79 closed out, a net change of +57 holders.
  • The largest Citigroup buyer in Q3 2017 was Janus Henderson Group, an estimated $457M added.
  • The largest Citigroup seller in Q3 2017 was Capital Research Global Investors, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2017.