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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Cornerstone Wealth Management
Missouri
$1.49M +$230K +3,710 +41%
BCM
852
Bourgeon Capital Management
Connecticut
$1.47M +$90K +1,450 +7%
PCP
853
Proficio Capital Partners
Massachusetts
$1.47M +$62.4K +1,005 +4%
CAM
854
Costello Asset Management
Pennsylvania
$1.46M -$200K -3,215 -12%
CIA
855
CSat Investment Advisory
Michigan
$1.46M -$17.6K -283 -1%
PK
856
Pflug Koory
Nebraska
$1.46M
CSS
857
Cubist Systematic Strategies
Connecticut
$1.45M -$5.37M -86,552 -79%
FB
858
Fulton Bank
Pennsylvania
$1.44M -$92.1K -1,483 -6%
CCA
859
Checchi Capital Advisers
California
$1.44M -$15.6K -251 -1%
NICM
860
Neo Ivy Capital Management
New York
$1.44M +$1.44M +23,162 New
WWM
861
Western Wealth Management
Colorado
$1.43M +$2.05K +33 +0.1%
Fisher Asset Management
862
Fisher Asset Management
Washington
$1.43M -$1.13M -18,154 -44%
TWA
863
Tillar-Wenstrup Advisors
Ohio
$1.41M -$297K -4,784 -17%
FTIOP
864
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.41M +$37.3K +600 +3%
EFS
865
Essex Financial Services
Connecticut
$1.41M -$102K -1,636 -7%
VCM
866
Vivaldi Capital Management
Illinois
$1.4M +$1.02M +16,363 +267%
FSC
867
Full Sail Capital
Oklahoma
$1.4M -$270K -4,346 -16%
NEAM
868
New England Asset Management
Connecticut
$1.39M +$68.3K +1,100 +5%
SWM
869
SVA Wealth Management
Wisconsin
$1.39M +$73K +1,175 +6%
TA
870
Tiedemann Advisors
New York
$1.39M +$704K +11,338 +103%
TI
871
Truepoint Inc
Ohio
$1.38M +$90K +1,450 +7%
SWM
872
SeaCrest Wealth Management
New York
$1.38M +$384K +6,183 +39%
VFPI
873
Vantage Financial Partners (Illinois)
Illinois
$1.38M +$6.21K +100 +0.5%
CA
874
Continental Advisors
Utah
$1.38M +$1.37M +22,100 New
ACM
875
Alpha Capital Management
Texas
$1.36M +$17.6K +283 +1%

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.