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Citigroup

1,158 hedge funds and large institutions have $111B invested in Citigroup in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 463 increasing their positions, 444 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

27% more funds holding in top 10

Funds holding in top 10: 109138 (+29)

16% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.87B

11% more capital invested

Capital invested by funds: $99.8B → $111B (+$11B)

2% more funds holding

Funds holding: 1,1401,158 (+18)

1.22% more ownership

Funds ownership: 69.59%70.81% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 444

Holders
1,158
Holders Change
+18
Holders Change %
+1.58%
% of All Funds
33.58%
Holding in Top 10
138
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.61%
% of All Funds
4%
New
98
Increased
463
Reduced
444
Closed
69
Calls
$3.32B
Puts
$2.87B
Net Calls
+$453M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
951
Partnervest Advisory Services
California
$385K +$16.5K +329 +5%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$383K -$2.11K -42 -0.6%
CNBT
953
Canandaigua National Bank & Trust
New York
$380K +$21.8K +434 +6%
KIA
954
KCM Investment Advisors
California
$378K -$793K -15,773 -68%
DR
955
Davis Rea
Ontario, Canada
$375K
MA
956
MCF Advisors
Kentucky
$372K +$101 +2 +0%
BWP
957
BSW Wealth Partners
Colorado
$363K
VDI
958
Vaughan David Investments
Illinois
$360K -$1.76K -35 -0.5%
HPC
959
HM Payson & Co
Maine
$359K +$80.6K +1,603 +30%
SWM
960
SVA Wealth Management
Wisconsin
$346K +$12.8K +255 +4%
SCM
961
Southport Capital Management
Tennessee
$344K
MTIM
962
Marathon Trading Investment Management
Pennsylvania
$336K -$553K -11,000 -63%
HCM
963
Howland Capital Management
Massachusetts
$334K
BC
964
Banced Corp
Illinois
$333K +$5.83K +116 +2%
TBNY
965
Trustco Bank (New York)
New York
$331K +$15.1K +300 +5%
JWBC
966
J.W. Burns & Co
New York
$330K -$14.6K -290 -4%
RIG
967
Roosevelt Investment Group
New York
$329K -$25.1K -500 -7%
KPCM
968
Kings Point Capital Management
New York
$325K +$13.8K +275 +5%
MIM
969
Miller Investment Management
Pennsylvania
$323K
TH
970
TCTC Holdings
Texas
$321K +$11.1K +220 +4%
NYLT
971
New York Life Trust
New York
$317K +$68.5K +1,364 +29%
SLG
972
Stanley-Laman Group
Pennsylvania
$316K -$501K -9,962 -62%
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$311K +$273K +5,428 +934%
BCM
974
Blenheim Capital Management
New Jersey
$311K +$101K +2,000 +50%
LCM
975
Lucas Capital Management
New Jersey
$309K +$1K +20 +0.3%

C Hedge Fund Activity: Q3 2014 in Review

1,158 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2014, worth a combined $111B — up 11% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new C positions and 69 closed out — a net gain of 29 holders — while 463 added to existing stakes and 444 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $749M. The largest seller was Norges Bank, cutting an estimated $1.09B.

  • 1,158 institutional investors held Citigroup (C) as of Q3 2014, up from 1,140 in Q2 2014.
  • Funds reported $111B of Citigroup stock for Q3 2014, up 11% quarter-over-quarter.
  • 98 funds opened new Citigroup positions in Q3 2014 and 69 closed out, a net change of +29 holders.
  • The largest Citigroup buyer in Q3 2014 was Viking Global Investors, an estimated $749M added.
  • The largest Citigroup seller in Q3 2014 was Norges Bank, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2014.