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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
MMPW
951
Mitchell McLeod Pugh & Williams
Alabama
$1M +$3.94K +58 +0.4%
MOS
952
MGO One Seven
Ohio
$1M +$8.57K +126 +0.9%
IWM
953
IHT Wealth Management
Illinois
$996K +$5.24K +77 +0.5%
ARMT
954
Amica Retiree Medical Trust
Rhode Island
$996K +$108K +1,592 +12%
FPB
955
First PREMIER Bank
South Dakota
$990K +$31.4K +461 +3%
EP
956
Elkhorn Partners
Nebraska
$988K +$20.4K +300 +2%
HWA
957
HCR Wealth Advisors
California
$985K +$51.6K +758 +6%
DWT
958
Dorsey & Whitney Trust
South Dakota
$985K +$273K +4,012 +39%
SCA
959
Stillwater Capital Advisors
Pennsylvania
$977K -$8.03K -118 -0.8%
SCM
960
Schnieders Capital Management
California
$971K -$118K -1,733 -11%
CL
961
CSS LLC
Illinois
$960K
KeyBank National Association
962
KeyBank National Association
Ohio
$956K -$105K -1,548 -10%
KWA
963
KCS Wealth Advisory
California
$955K +$62.7K +922 +7%
PWAP
964
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$955K -$4.08K -60 -0.4%
PTC
965
Private Trust Company
Ohio
$954K +$16.3K +240 +2%
AOWM
966
Alpha Omega Wealth Management
Virginia
$953K +$816K +12,001 +2,312%
BCM
967
Birmingham Capital Management
Alabama
$947K
AFC
968
AFT Forsyth & Company
Florida
$937K +$22.1K +325 +2%
VI
969
Versor Investments
New York
$933K -$6.52M -95,900 -88%
FCA
970
FinTrust Capital Advisors
South Carolina
$932K +$92.2K +1,356 +11%
AA
971
Ancora Advisors
Ohio
$931K -$51.2K -752 -5%
TAM
972
Tocqueville Asset Management
New York
$925K +$95K +1,397 +12%
SC
973
Savant Capital
Illinois
$924K +$10.3K +152 +1%
IA
974
IFP Advisors
Florida
$922K +$900K +13,236 New
FM
975
Foster & Motley
Ohio
$913K +$151K +2,227 +20%

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.