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Citigroup

1,191 hedge funds and large institutions have $97.2B invested in Citigroup in 2016 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 404 increasing their positions, 525 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 70

18% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.47B

9% more capital invested

Capital invested by funds: $89B → $97.2B (+$8.19B)

1% more funds holding

Funds holding: 1,1791,191 (+12)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

0.14% less ownership

Funds ownership: 72.01%71.87% (-0.14%)

23% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 525

Holders
1,191
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
31.78%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.88%
New
93
Increased
404
Reduced
525
Closed
70
Calls
$2.92B
Puts
$2.47B
Net Calls
+$448M
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
951
QCI Asset Management
New York
$302K -$1.96K -43 -0.7%
RCAG
952
Rehmann Capital Advisory Group
Michigan
$300K -$88K -1,935 -23%
SIA
953
Sit Investment Associates
Minnesota
$300K
HAG
954
HighPoint Advisor Group
Illinois
$299K -$46.5K -1,023 -16%
FNT
955
First National Trust
Pennsylvania
$298K -$215K -4,717 -43%
SFWA
956
Summit Financial Wealth Advisors
Louisiana
$298K -$8.78K -193 -3%
BSW
957
Buckingham Strategic Wealth
Missouri
$297K -$16.3K -358 -5%
CCA
958
Cobblestone Capital Advisors
New York
$296K -$48.9K -1,075 -15%
MMPW
959
Mitchell McLeod Pugh & Williams
Alabama
$296K
NPC
960
National Planning Corporation
California
$296K +$34K +748 +14%
GT
961
Greenleaf Trust
Michigan
$296K +$285K +6,263 New
HPC
962
HM Payson & Co
Maine
$295K +$27.3K +600 +11%
TPWA
963
TRUE Private Wealth Advisors
Oregon
$293K -$28.5K -627 -9%
BCM
964
Bluefin Capital Management
New York
$292K -$1.2M -26,408 -81%
NDSI
965
Newman Dignan & Sheerar Inc
Rhode Island
$290K -$26.5K -583 -9%
EWM
966
Evercore Wealth Management
New York
$290K +$8.46K +186 +3%
IOOF
967
Independent Order of Foresters
Ontario, Canada
$289K
CI
968
Clal Insurance
Israel
$286K -$29.7M -651,911 -99%
WPW
969
Waldron Private Wealth
Pennsylvania
$284K -$98.9K -2,175 -27%
CMANY
970
Capital Management Associates (New York)
New York
$283K
GJIC
971
Gamble Jones Investment Counsel
California
$283K
JWBC
972
J.W. Burns & Co
New York
$283K
B
973
BancorpSouth
Mississippi
$283K +$14.5K +319 +6%
NERM
974
New England Research & Management
Illinois
$282K -$65.4K -1,438 -19%
SA
975
Strategic Advisors
New York
$282K +$271K +5,964 New

C Hedge Fund Activity: Q3 2016 in Review

1,191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2016, worth a combined $97.2B — up 9.2% from $89B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new C positions and 70 closed out — a net gain of 23 holders — while 404 added to existing stakes and 525 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $362M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $247M.

  • 1,191 institutional investors held Citigroup (C) as of Q3 2016, up from 1,179 in Q2 2016.
  • Funds reported $97.2B of Citigroup stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 93 funds opened new Citigroup positions in Q3 2016 and 70 closed out, a net change of +23 holders.
  • The largest Citigroup buyer in Q3 2016 was Massachusetts Financial Services, an estimated $362M added.
  • The largest Citigroup seller in Q3 2016 was Commerzbank Aktiengesellschaft, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2016.