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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
SOAMC
976
Spirit of America Management Corp
New York
$912K +$27.2K +400 +3%
PAM
977
PVG Asset Management
Colorado
$911K -$445K -6,544 -33%
WPW
978
Waldron Private Wealth
Pennsylvania
$901K +$405K +5,960 +84%
MC
979
Miles Capital
Iowa
$891K -$47.5K -698 -5%
AW
980
ACG Wealth
Georgia
$891K +$241K +3,539 +38%
AT
981
Arden Trust
Delaware
$883K -$52K -764 -6%
III
982
Independent Investors Inc
New York
$882K
AF
983
Advisornet Financial
Minnesota
$875K +$147K +2,156 +21%
HC
984
Henshaw Capital
Massachusetts
$868K +$123K +1,803 +17%
HPC
985
HM Payson & Co
Maine
$864K -$3.27M -48,036 -79%
VCM
986
Vivaldi Capital Management
Illinois
$863K +$7.62K +112 +0.9%
TC
987
Telemus Capital
Michigan
$855K -$18.5K -272 -2%
NAM
988
North American Management
Massachusetts
$850K -$13.6K -200 -2%
DLG
989
Daniel L. Goodwin
$850K
FLPIM
990
F.L. Putnam Investment Management
Massachusetts
$847K +$59.9K +880 +8%
IWC
991
Integrated Wealth Concepts
Massachusetts
$844K +$176K +2,591 +27%
LB
992
Legacy Bridge
Iowa
$840K -$13.6K -200 -2%
DAM
993
Deltec Asset Management
New York
$836K
1WA
994
180 Wealth Advisors
Washington
$835K -$183K -2,697 -18%
IIA
995
IPG Investment Advisors
California
$835K -$109K -1,600 -12%
3C
996
361 Capital
Colorado
$834K +$334K +4,916 +69%
WIP
997
Wellesley Investment Partners
Massachusetts
$830K +$35.5K +522 +5%
PCM
998
Palisade Capital Management
New Jersey
$828K
GAM
999
Grandview Asset Management
Pennsylvania
$826K -$27.2K -400 -3%
EWM
1000
Edge Wealth Management
New York
$826K -$8.5K -125 -1%

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.