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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
HCA
976
Harbour Capital Advisors
Virginia
$281K
KFA
977
Kelleher Financial Advisors
New York
$281K +$41.4K +910 +18%
S
978
SignatureFD
Georgia
$281K +$41.9K +921 +18%
JFA
979
JNBA Financial Advisors
Minnesota
$281K +$256K +5,626 +1,792%
QCG
980
Quadrant Capital Group
Ohio
$280K -$20.1K -443 -7%
YP
981
Yellowstone Partners
Idaho
$277K -$12.8K -282 -5%
HSA
982
HBK Sorce Advisory
Pennsylvania
$276K +$266K +5,842 New
KA
983
Klingman & Associates
New York
$274K
KIA
984
KCM Investment Advisors
California
$272K -$1.23K -27 -0.5%
VDI
985
Vaughan David Investments
Illinois
$270K -$59.1K -1,300 -19%
SI
986
SII Investments
Wisconsin
$269K -$308K -6,772 -54%
SSP
987
Sapphire Star Partners
Washington
$269K
BO
988
BRR OpCo
Ohio
$268K -$1.32K -29 -0.5%
TBNY
989
Trustco Bank (New York)
New York
$268K
TCOV
990
Trust Company of Vermont
Vermont
$265K +$80K +1,758 +46%
CP
991
Camelot Portfolios
Ohio
$261K +$28.3K +623 +13%
ACI
992
Alpha Cubed Investments
California
$260K +$250K +5,496 New
AWA
993
AmeriServ Wealth Advisors
Pennsylvania
$259K +$249K +5,480 New
Dodge & Cox
994
Dodge & Cox
California
$257K
BFS
995
Bradley Foster & Sargent
Connecticut
$256K +$247K +5,423 New
IAA
996
Ironsides Asset Advisors
North Carolina
$252K +$27.3K +600 +13%
IAMOG
997
Investors Asset Management of Georgia
Georgia
$251K -$5.14K -113 -2%
VFA
998
Voya Financial Advisors
Connecticut
$250K +$248K +5,449 New
EA
999
Emerald Advisers
Pennsylvania
$245K +$91 +2 +0%
IC
1000
IKOS CIF
Cyprus
$243K +$241K +5,304 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.