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Citigroup

1,608 hedge funds and large institutions have $124B invested in Citigroup in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 581 increasing their positions, 698 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $112B → $124B (+$12B)

9% more funds holding in top 10

Funds holding in top 10: 123134 (+11)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

0.13% less ownership

Funds ownership: 76.65%76.52% (-0.13%)

0% less funds holding

Funds holding: 1,6161,608 (-8)

17% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 698

28% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.25B

Holders
1,608
Holders Change
-8
Holders Change %
-0.5%
% of All Funds
34.93%
Holding in Top 10
134
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.94%
% of All Funds
2.91%
New
101
Increased
581
Reduced
698
Closed
93
Calls
$2.34B
Puts
$3.25B
Net Calls
-$917M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAP
976
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$972K +$44.8K +670 +5%
FPB
977
First PREMIER Bank
South Dakota
$971K -$2.68K -40 -0.3%
BP
978
Ballentine Partners
Massachusetts
$969K +$344K +5,146 +59%
BCM
979
Birmingham Capital Management
Alabama
$960K -$46.8K -700 -5%
IIA
980
IPG Investment Advisors
California
$958K -$724K -10,820 -44%
BS
981
Bessemer Securities
New York
$958K
MC
982
Miles Capital
Iowa
$952K +$655K +9,784 +257%
PTC
983
Private Trust Company
Ohio
$950K +$37.3K +558 +4%
AT
984
Arden Trust
Delaware
$949K -$28.7K -429 -3%
LFAS
985
Level Four Advisory Services
Texas
$946K +$40K +598 +5%
BFC
986
Blue Fin Capital
Rhode Island
$933K -$49.5K -740 -5%
AFC
987
AFT Forsyth & Company
Florida
$927K +$55.6K +831 +7%
SC
988
Savant Capital
Illinois
$926K +$6.16K +92 +0.7%
HWA
989
HCR Wealth Advisors
California
$922K +$387K +5,777 +78%
BI
990
Bramshill Investments
Florida
$915K +$329K +4,914 +60%
JHCP
991
Jackson Hole Capital Partners
Oklahoma
$905K +$64K +957 +8%
KWA
992
KCS Wealth Advisory
California
$904K +$33.5K +500 +4%
ARMT
993
Amica Retiree Medical Trust
Rhode Island
$898K
SOAMC
994
Spirit of America Management Corp
New York
$896K
III
995
Independent Investors Inc
New York
$894K -$100K -1,500 -11%
GAM
996
Grandview Asset Management
Pennsylvania
$877K -$68.9K -1,030 -8%
NAM
997
North American Management
Massachusetts
$875K -$82K -1,225 -9%
AIM
998
Assured Investment Management
New York
$873K -$9.67M -144,464 -92%
IDBONY
999
Israel Discount Bank of New York
New York
$873K +$39.5K +590 +5%
VCM
1000
Vivaldi Capital Management
Illinois
$867K -$676K -10,106 -45%

C Hedge Fund Activity: Q2 2019 in Review

1,608 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2019, worth a combined $124B — up 11% from $112B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 93 closed out — a net gain of 8 holders — while 581 added to existing stakes and 698 trimmed.

The largest buyer was Nuveen, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $578M.

  • 1,608 institutional investors held Citigroup (C) as of Q2 2019, down from 1,616 in Q1 2019.
  • Funds reported $124B of Citigroup stock for Q2 2019, up 11% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q2 2019 and 93 closed out, a net change of +8 holders.
  • The largest Citigroup buyer in Q2 2019 was Nuveen, an estimated $1.45B added.
  • The largest Citigroup seller in Q2 2019 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q2 2019.