We are live on ! Find out more
C icon

Citigroup

1,140 hedge funds and large institutions have $99.8B invested in Citigroup in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 464 increasing their positions, 457 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.62B

2% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 457

0.55% more ownership

Funds ownership: 69.04%69.59% (+0.55%)

0% more capital invested

Capital invested by funds: $99.7B → $99.8B (+$24M)

2% less funds holding

Funds holding: 1,1591,140 (-19)

13% less funds holding in top 10

Funds holding in top 10: 126109 (-17)

14% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 95

Holders
1,140
Holders Change
-19
Holders Change %
-1.64%
% of All Funds
32.76%
Holding in Top 10
109
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.49%
% of All Funds
3.13%
New
82
Increased
464
Reduced
457
Closed
95
Calls
$2.74B
Puts
$2.62B
Net Calls
+$119M
Net Calls Change
-$397M
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
1001
Atherton Lane Advisers
California
$202K -$761 -16 -0.4%
Two Sigma Advisers
1002
Two Sigma Advisers
New York
$202K +$204K +4,284 New
PNC
1003
Park National Corp
Ohio
$201K -$11.1K -233 -5%
BC
1004
Burney Company
Virginia
$201K +$203K +4,268 New
GJIC
1005
Gamble Jones Investment Counsel
California
$200K
BCM
1006
Blenheim Capital Management
New Jersey
$188K +$190K +4,000 New
LOCC
1007
Lombard Odier & Cie (Canada)
Quebec, Canada
$186K +$188K +3,954 New
PSI
1008
Pinnacle Summer Investments
Virginia
$185K +$2.62K +55 +2%
IMS
1009
Index Management Solutions
Pennsylvania
$184K +$46.2K +971 +33%
JIC
1010
Joel Isaacson & Co
New York
$182K
OIA
1011
Optimum Investment Advisors
Illinois
$176K -$4.76K -100 -3%
QAM
1012
QCI Asset Management
New York
$173K +$47.6K +1,000 +38%
RNS
1013
Robert N. Shapiro
$171K -$36.9K -775 -18%
CFA
1014
Carroll Financial Associates
North Carolina
$166K +$20.9K +440 +14%
WAM
1015
Weatherly Asset Management
California
$166K +$168K +3,523 New
GSC
1016
Ground Swell Capital
South Carolina
$160K +$162K +3,400 New
CCM
1017
Cutler Capital Management
Massachusetts
$158K
DBT
1018
Dubuque Bank & Trust
Iowa
$154K +$154K +3,237 +11,989%
TAM
1019
Tocqueville Asset Management
New York
$152K -$544K -11,433 -78%
JWA
1020
JFS Wealth Advisors
Pennsylvania
$149K +$150K +3,154 New
HFM
1021
Hartford Financial Management
Connecticut
$147K
PTC
1022
Private Trust Company
Ohio
$142K -$2.43K -51 -2%
HPBT
1023
High Point Bank & Trust
North Carolina
$141K +$47.6K +1,000 +50%
BBPWM
1024
Blue Bell Private Wealth Management
Pennsylvania
$136K +$9.51K +200 +7%
AA
1025
Apriem Advisors
California
$134K +$4.09K +86 +3%

C Hedge Fund Activity: Q2 2014 in Review

1,140 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2014, worth a combined $99.8B — up 0.02% from $99.7B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of C and 82 opened new positions — a net loss of 13 holders — while 457 trimmed existing stakes and 464 added.

The largest buyer was Norges Bank, adding an estimated $948M. The largest seller was Fidelity Investments, cutting an estimated $583M.

  • 1,140 institutional investors held Citigroup (C) as of Q2 2014, down from 1,159 in Q1 2014.
  • Funds reported $99.8B of Citigroup stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 82 funds opened new Citigroup positions in Q2 2014 and 95 closed out, a net change of -13 holders.
  • The largest Citigroup buyer in Q2 2014 was Norges Bank, an estimated $948M added.
  • The largest Citigroup seller in Q2 2014 was Fidelity Investments, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2014.