We are live on ! Find out more
C icon

Citigroup

1,158 hedge funds and large institutions have $111B invested in Citigroup in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 463 increasing their positions, 444 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

27% more funds holding in top 10

Funds holding in top 10: 109138 (+29)

16% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.87B

11% more capital invested

Capital invested by funds: $99.8B → $111B (+$11B)

2% more funds holding

Funds holding: 1,1401,158 (+18)

1.22% more ownership

Funds ownership: 69.59%70.81% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 444

Holders
1,158
Holders Change
+18
Holders Change %
+1.58%
% of All Funds
33.58%
Holding in Top 10
138
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.61%
% of All Funds
4%
New
98
Increased
463
Reduced
444
Closed
69
Calls
$3.32B
Puts
$2.87B
Net Calls
+$453M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$915M -$292M -5,818,519 -25%
UBS AM
27
UBS AM
Illinois
$892M +$127M +2,529,379 +17%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$890M -$97.8M -1,946,447 -10%
Deutsche Bank
29
Deutsche Bank
Germany
$821M +$148M +2,936,549 +23%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$789M -$91.4M -1,819,270 -11%
Viking Global Investors
31
Viking Global Investors
Connecticut
$772M +$749M +14,904,121 New
AllianceBernstein
32
AllianceBernstein
Tennessee
$761M -$81.7M -1,625,284 -10%
Allianz Asset Management
33
Allianz Asset Management
Germany
$758M -$17.1M -339,794 -2%
TCIM
34
TIAA CREF Investment Management
New York
$720M +$30.7M +610,370 +5%
Legal & General Group
35
Legal & General Group
United Kingdom
$702M -$32.9M -654,459 -5%
BIM
36
BlackRock Investment Management
Delaware
$702M +$25.4M +505,483 +4%
IC
37
Institutional Capital
Illinois
$685M -$89.4M -1,779,337 -12%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$684M +$3.12M +62,156 +0.5%
RFC
39
Russell Frank Company
Washington
$611M +$18.6M +369,654 +3%
Fisher Asset Management
40
Fisher Asset Management
Washington
$608M +$2.15M +42,816 +0.4%
Fidelity International
41
Fidelity International
Bermuda
$573M +$80M +1,592,441 +17%
Sanders Capital
42
Sanders Capital
Florida
$554M -$7.84M -155,934 -1%
PI
43
Putnam Investments
Massachusetts
$551M -$49.7M -988,638 -9%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$535M -$116M -2,310,722 -18%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$530M +$24.7M +491,127 +5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$529M -$8.43M -167,821 -2%
Pzena Investment Management
47
Pzena Investment Management
New York
$526M +$4.24M +84,278 +0.8%
LSV Asset Management
48
LSV Asset Management
Illinois
$515M +$3.77M +74,960 +0.8%
Wells Fargo
49
Wells Fargo
California
$510M +$21.8M +432,821 +5%
Lazard Asset Management
50
Lazard Asset Management
New York
$487M +$37.5M +747,065 +9%

C Hedge Fund Activity: Q3 2014 in Review

1,158 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2014, worth a combined $111B — up 11% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new C positions and 69 closed out — a net gain of 29 holders — while 463 added to existing stakes and 444 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $749M. The largest seller was Norges Bank, cutting an estimated $1.09B.

  • 1,158 institutional investors held Citigroup (C) as of Q3 2014, up from 1,140 in Q2 2014.
  • Funds reported $111B of Citigroup stock for Q3 2014, up 11% quarter-over-quarter.
  • 98 funds opened new Citigroup positions in Q3 2014 and 69 closed out, a net change of +29 holders.
  • The largest Citigroup buyer in Q3 2014 was Viking Global Investors, an estimated $749M added.
  • The largest Citigroup seller in Q3 2014 was Norges Bank, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2014.