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
AF
601
Arrow Financial
New York
$3.31M +$538K +10,713 +20%
WAM
602
Wolverine Asset Management
Illinois
$3.3M -$814K -16,199 -20%
SCM
603
Shelton Capital Management
Colorado
$3.29M -$171K -3,400 -5%
LTFS
604
Ladenburg Thalmann Financial Services
Florida
$3.27M -$261K -5,187 -8%
MFS
605
Monetta Financial Services
Illinois
$3.21M +$3.12M +62,000 New
CA
606
Corrado Advisors
New Jersey
$3.19M
BTNA
607
Bremer Trust National Association
Minnesota
$3.18M +$19.1K +380 +0.6%
CA
608
Cornerstone Advisors
North Carolina
$3.16M
DPIM
609
Duff & Phelps Investment Management
Illinois
$3.14M -$152K -3,020 -5%
CWM
610
CIBC World Markets
New York
$3.1M -$233K -4,643 -7%
NC
611
Northpointe Capital
Michigan
$3.08M +$18.9K +376 +0.6%
CI
612
Constellation Investments
Ohio
$3.05M +$45.2K +900 +2%
NCMW
613
Northern Capital Management (Wisconsin)
Wisconsin
$3.04M -$4.27K -85 -0.1%
Cambridge Investment Research Advisors
614
Cambridge Investment Research Advisors
Iowa
$3M +$48.9K +974 +2%
FCT
615
Family Capital Trust
Massachusetts
$3M -$52.7K -1,049 -2%
BP
616
BBR Partners
New York
$2.97M +$2.88M +57,314 New
AIA
617
Alerus Investment Advisors
Minnesota
$2.96M +$352K +7,011 +14%
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$2.96M +$314K +6,243 +12%
WTC
619
WhitTier Trust Company
Nevada
$2.95M +$27K +537 +1%
BCM
620
Beck Capital Management
Texas
$2.92M +$270K +5,370 +10%
KBC Group
621
KBC Group
Belgium
$2.9M -$87.6M -1,743,650 -97%
SCCM
622
Schafer Cullen Capital Management
New York
$2.9M +$48K +955 +2%
FIM
623
Freedom Investment Management
Connecticut
$2.88M +$589K +11,720 +27%
HC
624
Highmount Capital
New York
$2.88M -$86.8K -1,727 -3%
PAM
625
PartnerRe Asset Management
Connecticut
$2.88M -$458K -9,105 -14%

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.