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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
SWM
851
SVA Wealth Management
Wisconsin
$1.45M -$55.6K -818 -4%
IAA
852
Independent Advisor Alliance
North Carolina
$1.45M -$1.29M -19,037 -48%
MVA
853
Mount Vernon Associates
Maryland
$1.45M -$27.2K -400 -2%
PH
854
Pinnacle Holdings
Oklahoma
$1.44M
SIM
855
Stratos Investment Management
Ohio
$1.44M +$180K +2,650 +15%
1SB
856
1ST Source Bank
Indiana
$1.43M +$12.4K +183 +0.9%
QCG
857
Quadrant Capital Group
Ohio
$1.43M +$18.8K +276 +1%
WWM
858
Western Wealth Management
Colorado
$1.42M +$8.16K +120 +0.6%
CT
859
Clearstead Trust
Maine
$1.41M
APA
860
American Portfolios Advisors
New York
$1.4M +$73.7K +1,083 +6%
CCP
861
Corient Capital Partners
California
$1.4M -$180K -2,642 -12%
AG
862
AlphaSimPlex Group
Massachusetts
$1.4M -$264K -3,877 -16%
FA
863
FDx Advisors
Illinois
$1.39M +$12.6K +185 +0.9%
RCIM
864
Russell Clark Investment Management
United Kingdom
$1.38M
GCM
865
Graham Capital Management
Connecticut
$1.38M +$1.36M +20,000 New
EWA
866
EP Wealth Advisors
California
$1.37M +$1.08M +15,936 +404%
SKK
867
Shepherd Kaplan Krochuk
Massachusetts
$1.36M
AWM
868
Altium Wealth Management
New York
$1.35M +$207K +3,048 +18%
FB
869
Fulton Bank
Pennsylvania
$1.34M +$50.5K +742 +4%
ACS
870
Archford Capital Strategies
Illinois
$1.33M +$115K +1,686 +10%
CA
871
Cumberland Advisors
Florida
$1.31M -$6.8K -100 -0.5%
TP
872
Truvvo Partners
New York
$1.3M
RMSCM
873
R.M. Sincerbeaux Capital Management
New York
$1.29M
MFG
874
MidWestOne Financial Group
Iowa
$1.29M -$795K -11,681 -39%
UBG
875
United Bank (Georgia)
Georgia
$1.28M -$391K -5,743 -24%

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.