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Citigroup

1,601 hedge funds and large institutions have $118B invested in Citigroup in 2019 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 565 increasing their positions, 719 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

0% less funds holding

Funds holding: 1,6081,601 (-7)

0.62% less ownership

Funds ownership: 76.52%75.9% (-0.62%)

4% less capital invested

Capital invested by funds: $124B → $118B (-$5.3B)

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

21% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 719

27% less call options, than puts

Call options by funds: $2.79B | Put options by funds: $3.82B

Holders
1,601
Holders Change
-7
Holders Change %
-0.44%
% of All Funds
35.1%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.7%
New
101
Increased
565
Reduced
719
Closed
97
Calls
$2.79B
Puts
$3.82B
Net Calls
-$1.04B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Evercore Wealth Management
New York
$2.06M +$43.3K +637 +2%
EGA
777
E&G Advisors
Texas
$2.06M -$102K -1,500 -5%
ASN
778
Advisory Services Network
Georgia
$2.05M
BAM
779
Boyar Asset Management
New York
$2.04M
AIIMS
780
Analyst IMS Investment Management Services
Israel
$2.03M -$24.6K -362 -1%
AP
781
Appleton Partners
Massachusetts
$2.02M -$10.9K -160 -0.5%
H
782
HoyleCohen
California
$2.02M -$7.89K -116 -0.4%
Truist Financial
783
Truist Financial
North Carolina
$2.01M -$150K -2,201 -7%
CWM
784
Calamos Wealth Management
Illinois
$2M +$153K +2,247 +8%
SIMM
785
Stillwater Investment Management (Minnesota)
Minnesota
$2M -$62.9K -924 -3%
GRP
786
Global Retirement Partners
California
$1.99M -$1.09M -16,040 -36%
UBPAM
787
Union Bancaire Privee Asset Management
New York
$1.98M -$714K -10,500 -27%
IFWM
788
Institute for Wealth Management
Colorado
$1.98M -$120K -1,764 -6%
AAS
789
Annex Advisory Services
Wisconsin
$1.98M +$32.1K +472 +2%
WOC
790
West Oak Capital
California
$1.96M +$35.5K +522 +2%
GWMIA
791
Global Wealth Management Investment Advisory
Florida
$1.94M +$70.7K +1,040 +4%
CBB
792
Citizens Business Bank
California
$1.94M -$129K -1,898 -6%
TC
793
TownSquare Capital
Utah
$1.93M +$80.1K +1,177 +5%
Jacobs Levy Equity Management
794
Jacobs Levy Equity Management
New Jersey
$1.91M -$7.48K -110 -0.4%
KWILP
795
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.9M -$2.08M -30,510 -53%
AAM
796
Advisors Asset Management
Colorado
$1.89M -$776K -11,409 -29%
RC
797
Roundview Capital
New Jersey
$1.88M -$32.3K -475 -2%
FQ
798
First Quadrant
California
$1.87M -$21.1K -310 -1%
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$1.85M +$285K +4,194 +19%
S
800
Seeyond
France
$1.85M -$94.8K -1,394 -5%

C Hedge Fund Activity: Q3 2019 in Review

1,601 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2019, worth a combined $118B — down 4.3% from $124B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 97 closed out — a net gain of 4 holders — while 565 added to existing stakes and 719 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $494M. The largest seller was Fidelity Investments, cutting an estimated $790M.

  • 1,601 institutional investors held Citigroup (C) as of Q3 2019, down from 1,608 in Q2 2019.
  • Funds reported $118B of Citigroup stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q3 2019 and 97 closed out, a net change of +4 holders.
  • The largest Citigroup buyer in Q3 2019 was T. Rowe Price Associates, an estimated $494M added.
  • The largest Citigroup seller in Q3 2019 was Fidelity Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2019.