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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
V
926
VeraBank
Texas
$1.08M -$111K -1,627 -9%
CIM
927
CIM Investment Management
Pennsylvania
$1.08M -$118K -1,733 -10%
BAAM
928
Baker Avenue Asset Management
California
$1.07M +$29.3K +431 +3%
ZIG
929
Zuckerman Investment Group
Illinois
$1.07M +$5.24K +77 +0.5%
PP
930
Palladium Partners
Virginia
$1.06M +$254K +3,737 +34%
BKA
931
Brick & Kyle Associates
Pennsylvania
$1.06M +$243K +3,572 +33%
WTB
932
Washington Trust Bank
Washington
$1.05M -$17.5K -257 -2%
HCM
933
Hodges Capital Management
Texas
$1.05M -$121K -1,781 -11%
WC
934
Weil Company
California
$1.05M +$534K +7,857 +107%
DR
935
Davis Rea
Ontario, Canada
$1.04M -$1.54M -22,675 -60%
WHG
936
Westwood Holdings Group
Texas
$1.04M +$1.03M +15,093 New
CAM
937
Cidel Asset Management
Ontario, Canada
$1.04M -$340K -5,000 -25%
WPC
938
White Pine Capital
Minnesota
$1.03M +$26.4K +388 +3%
EWM
939
Elmwood Wealth Management
California
$1.03M -$15.3K -225 -1%
BPCE
940
Bank Pictet & Cie (Europe)
Germany
$1.03M -$40.8K -600 -4%
LAM
941
Lingohr Asset Management
Germany
$1.03M
LFAS
942
Level Four Advisory Services
Texas
$1.02M +$89K +1,308 +10%
SPC
943
Sigma Planning Corp
Michigan
$1.02M -$24.5K -360 -2%
WSL
944
Western Standard LLC
California
$1.02M +$54.4K +800 +6%
SM
945
Salzhauer Michael
$1.02M
GFP
946
Gryphon Financial Partners
Ohio
$1.02M -$32.7K -481 -3%
GA
947
GFS Advisors
Texas
$1.01M +$220K +3,230 +28%
Fayez Sarofim & Co
948
Fayez Sarofim & Co
Texas
$1.01M -$544 -8 -0.1%
ANRIA
949
American National Registered Investment Advisor
Texas
$1.01M
YWP
950
YorkBridge Wealth Partners
New York
$1.01M -$214K -3,140 -18%

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.