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
NAMA
826
Nikko Asset Management Americas
New York
$885K
SCA
827
Stillwater Capital Advisors
Pennsylvania
$881K -$71.4K -1,420 -8%
CONA
828
Capital One National Association
New York
$877K -$121K -2,412 -12%
MHS
829
M Holdings Securities
Oregon
$868K +$76.3K +1,519 +10%
LC
830
Loews Corp
New York
$866K
HCM
831
Highlander Capital Management
New Jersey
$863K
ICM
832
IMS Capital Management
Oregon
$841K
RAM
833
RWC Asset Management
United Kingdom
$841K +$42.5K +846 +5%
CB
834
Commerce Bank
Missouri
$840K +$102K +2,028 +14%
CIC
835
Carnegie Investment Counsel
Ohio
$830K +$805K +16,009 New
SA
836
Strategic Advisors
New York
$827K +$183K +3,636 +30%
CCA
837
Checchi Capital Advisers
California
$826K +$202K +4,017 +34%
WS
838
Wedbush Securities
California
$818K +$55K +1,094 +7%
IAM
839
ICM Asset Management
Washington
$806K -$54.6K -1,087 -7%
WA
840
WFG Advisors
Texas
$789K -$141K -2,800 -16%
MVA
841
Mount Vernon Associates
Maryland
$779K -$11.6K -230 -2%
TYCC
842
Texas Yale Capital Corp
Florida
$779K +$755K +15,030 New
DCM
843
Decade Capital Management
New York
$771K -$1.13M -22,524 -60%
Envestnet Asset Management
844
Envestnet Asset Management
Illinois
$768K +$475K +9,442 +175%
LGC
845
Laurel Grove Capital
California
$762K +$25.1K +500 +4%
DLG
846
Daniel L. Goodwin
$759K
RFS
847
Rockefeller Financial Services
New York
$753K -$12.7K -253 -2%
SOAMC
848
Spirit of America Management Corp
New York
$751K
PHIMC
849
Private Harbour Investment Management & Counsel
Ohio
$743K +$17.6K +350 +3%
Mariner
850
Mariner
Kansas
$740K +$271K +5,399 +61%

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.