Citigroup
1,159 hedge funds and large institutions have $99.7B invested in Citigroup in 2014 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 496 increasing their positions, 430 reducing their positions, and 124 closing their positions.
16% more call options, than puts
Call options by funds: $3.75B | Put options by funds: $3.23B
15% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 430
4% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 124
1.07% less ownership
Funds ownership: 70.11% → 69.04% (-1.1%)
2% less funds holding
Funds holding: 1,177 → 1,159 (-18)
10% less capital invested
Capital invested by funds: $111B → $99.7B (-$11.1B)
18% less funds holding in top 10
Funds holding in top 10: 154 → 126 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
+$758M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$466M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$440M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$306M |
| 5 |
O
OppenheimerFunds
New York
|
+$296M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.46B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.43B |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$424M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$315M |
| 5 |
SAM
Symphony Asset Management
San Francisco,
California
|
-$281M |
C Hedge Fund Activity: Q1 2014 in Review
1,159 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2014, worth a combined $99.7B — down 10% from $111B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of C and 119 opened new positions — a net loss of 5 holders — while 430 trimmed existing stakes and 496 added.
The largest buyer was Eagle Capital Management (New York), adding an estimated $758M. The largest seller was Fidelity Investments, cutting an estimated $1.46B.
- 1,159 institutional investors held Citigroup (C) as of Q1 2014, down from 1,177 in Q4 2013.
- Funds reported $99.7B of Citigroup stock for Q1 2014, down 10% quarter-over-quarter.
- 119 funds opened new Citigroup positions in Q1 2014 and 124 closed out, a net change of -5 holders.
- The largest Citigroup buyer in Q1 2014 was Eagle Capital Management (New York), an estimated $758M added.
- The largest Citigroup seller in Q1 2014 was Fidelity Investments, an estimated $1.46B sold.
Based on aggregated 13F filings for Q1 2014.