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Citigroup

1,608 hedge funds and large institutions have $124B invested in Citigroup in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 581 increasing their positions, 698 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $112B → $124B (+$12B)

9% more funds holding in top 10

Funds holding in top 10: 123134 (+11)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

0.13% less ownership

Funds ownership: 76.65%76.52% (-0.13%)

0% less funds holding

Funds holding: 1,6161,608 (-8)

17% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 698

28% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.25B

Holders
1,608
Holders Change
-8
Holders Change %
-0.5%
% of All Funds
34.93%
Holding in Top 10
134
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.94%
% of All Funds
2.91%
New
101
Increased
581
Reduced
698
Closed
93
Calls
$2.34B
Puts
$3.25B
Net Calls
-$917M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
Neuburgh Advisers
California
$12.6M +$3.87M +57,808 +47%
ELC
402
Edgar Lomax Company
Virginia
$12.5M -$174K -2,600 -1%
SBCM
403
Schwerin Boyle Capital Management
Massachusetts
$12.4M -$117K -1,750 -1%
BIC
404
Beach Investment Counsel
Pennsylvania
$12.3M +$3.7M +55,336 +46%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$12.2M -$1.8M -26,872 -13%
AG
406
Advisor Group
Arizona
$12.1M -$146K -2,181 -1%
CANY
407
Caxton Associates (New York)
New York
$12.1M +$9.51M +142,115 +467%
RCM
408
Rockshelter Capital Management
Pennsylvania
$12.1M -$622K -9,297 -5%
CFG
409
Citizens Financial Group
Rhode Island
$12M +$16.6M +247,688 +144%
BAM
410
Berkshire Asset Management
Pennsylvania
$11.9M -$337K -5,038 -3%
PCA
411
PL Capital Advisors
Florida
$11.9M
Hudson Bay Capital Management
412
Hudson Bay Capital Management
Connecticut
$11.9M +$11.4M +170,000 New
RIM
413
Redpoint Investment Management
Australia
$11.9M +$572K +8,553 +5%
SIC
414
Salem Investment Counselors
North Carolina
$11.8M -$3.05M -45,567 -21%
II
415
IFM Investors
Australia
$11.7M +$457K +6,834 +4%
Luther King Capital Management (LKCM)
416
Luther King Capital Management (LKCM)
Texas
$11.7M +$22.5K +336 +0.2%
JCM
417
Janney Capital Management
Pennsylvania
$11.5M -$552K -8,248 -5%
WJA
418
Williams Jones & Associates
New York
$11.5M -$440K -6,583 -4%
WAM
419
World Asset Management
Michigan
$11.4M +$274K +4,101 +3%
MIP
420
Mondrian Investment Partners
United Kingdom
$11.4M +$1.23M +18,333 +13%
PE
421
Point72 Europe
United Kingdom
$11.2M +$3.12M +46,700 +41%
LTFS
422
Ladenburg Thalmann Financial Services
Florida
$11.2M -$274K -4,098 -3%
NB
423
Norinchukin Bank
Japan
$11.2M -$1.76M -26,244 -14%
GT
424
Greenleaf Trust
Michigan
$11.1M +$467K +6,976 +5%
Brown Advisory
425
Brown Advisory
Maryland
$11.1M -$6.41M -95,839 -38%

C Hedge Fund Activity: Q2 2019 in Review

1,608 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2019, worth a combined $124B — up 11% from $112B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 93 closed out — a net gain of 8 holders — while 581 added to existing stakes and 698 trimmed.

The largest buyer was Nuveen, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $578M.

  • 1,608 institutional investors held Citigroup (C) as of Q2 2019, down from 1,616 in Q1 2019.
  • Funds reported $124B of Citigroup stock for Q2 2019, up 11% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q2 2019 and 93 closed out, a net change of +8 holders.
  • The largest Citigroup buyer in Q2 2019 was Nuveen, an estimated $1.45B added.
  • The largest Citigroup seller in Q2 2019 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q2 2019.