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Citigroup

1,608 hedge funds and large institutions have $124B invested in Citigroup in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 581 increasing their positions, 698 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $112B → $124B (+$12B)

9% more funds holding in top 10

Funds holding in top 10: 123134 (+11)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

0.13% less ownership

Funds ownership: 76.65%76.52% (-0.13%)

0% less funds holding

Funds holding: 1,6161,608 (-8)

17% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 698

28% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.25B

Holders
1,608
Holders Change
-8
Holders Change %
-0.5%
% of All Funds
34.93%
Holding in Top 10
134
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.94%
% of All Funds
2.91%
New
101
Increased
581
Reduced
698
Closed
93
Calls
$2.34B
Puts
$3.25B
Net Calls
-$917M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SVA Wealth Management
Wisconsin
$1.53M -$38.5K -576 -3%
AWCI
852
Alpine Woods Capital Investors
New York
$1.52M
VFPI
853
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$40.1K -600 -3%
FTIOP
854
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.5M -$78.6K -1,175 -5%
NIT
855
NumerixS Investment Technologies
British Columbia, Canada
$1.5M -$2.61M -39,076 -65%
LOAME
856
Lombard Odier Asset Management (Europe)
United Kingdom
$1.49M -$318K -4,747 -18%
MVA
857
Mount Vernon Associates
Maryland
$1.49M -$6.69K -100 -0.5%
BRWA
858
B. Riley Wealth Advisors
Florida
$1.49M +$164K +2,452 +13%
DIA
859
Dana Investment Advisors
Wisconsin
$1.49M -$242K -3,616 -15%
AI
860
Atom Investors
Texas
$1.49M +$1.42M +21,248 New
WB
861
Webster Bank
Connecticut
$1.47M -$335K -5,000 -19%
PH
862
Pinnacle Holdings
Oklahoma
$1.46M +$25.6K +383 +2%
MIC
863
Meridian Investment Counsel
California
$1.46M -$4.95K -74 -0.4%
GIA
864
Gargoyle Investment Advisor
New Jersey
$1.46M
NICM
865
Neo Ivy Capital Management
New York
$1.45M -$168K -2,512 -11%
1SB
866
1ST Source Bank
Indiana
$1.44M -$46.1K -689 -3%
QCG
867
Quadrant Capital Group
Ohio
$1.43M +$20.9K +313 +2%
WWM
868
Western Wealth Management
Colorado
$1.43M -$175K -2,615 -11%
CT
869
Clearstead Trust
Maine
$1.43M +$1.67K +25 +0.1%
SFP
870
Shepherd Financial Partners
Massachusetts
$1.43M -$268 -4 -0%
SSG
871
Summit Securities Group
New York
$1.43M +$937K +14,000 +219%
FSC
872
Full Sail Capital
Oklahoma
$1.42M -$64.8K -968 -4%
BOH
873
Bank of Hawaii
Hawaii
$1.41M +$80.1K +1,197 +6%
MAFM
874
Mid Atlantic Financial Management
Pennsylvania
$1.41M -$65.6K -980 -5%
CAM
875
Cidel Asset Management
Ontario, Canada
$1.4M

C Hedge Fund Activity: Q2 2019 in Review

1,608 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2019, worth a combined $124B — up 11% from $112B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 93 closed out — a net gain of 8 holders — while 581 added to existing stakes and 698 trimmed.

The largest buyer was Nuveen, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $578M.

  • 1,608 institutional investors held Citigroup (C) as of Q2 2019, down from 1,616 in Q1 2019.
  • Funds reported $124B of Citigroup stock for Q2 2019, up 11% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q2 2019 and 93 closed out, a net change of +8 holders.
  • The largest Citigroup buyer in Q2 2019 was Nuveen, an estimated $1.45B added.
  • The largest Citigroup seller in Q2 2019 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q2 2019.