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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
LB
1001
Legacy Bridge
Iowa
$866K
DLG
1002
Daniel L. Goodwin
$861K
EWM
1003
Endurance Wealth Management
Rhode Island
$861K +$134K +2,000 +19%
ECM
1004
Exchange Capital Management
Michigan
$856K -$17.4K -260 -2%
TA
1005
Tiedemann Advisors
New York
$855K -$679K -10,153 -45%
ACI
1006
Alpha Cubed Investments
California
$854K +$142K +2,115 +21%
FCA
1007
FinTrust Capital Advisors
South Carolina
$849K +$627K +9,365 +338%
LWS
1008
Lucia Wealth Services
California
$847K -$201K -3,006 -20%
DAM
1009
Deltec Asset Management
New York
$847K -$33.5K -500 -4%
KP
1010
Keel Point
Alabama
$845K +$11.6K +173 +1%
EWM
1011
Edge Wealth Management
New York
$845K +$666K +9,950 +464%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$843K +$100K +1,499 +14%
TAM
1013
Tocqueville Asset Management
New York
$840K +$23.4K +350 +3%
PCM
1014
Palisade Capital Management
New Jersey
$839K
PPSG
1015
Princeton Portfolio Strategies Group
New Jersey
$835K -$1.2K -18 -0.2%
HCMT
1016
Highland Capital Management (Texas)
Texas
$833K -$207K -3,100 -21%
SIM
1017
Sterling Investment Management
Arizona
$828K -$19.3K -289 -2%
BDF
1018
Balasa Dinverno & Foltz
$826K +$57.9K +865 +8%
TC
1019
Telemus Capital
Michigan
$825K -$193K -2,882 -19%
MCM
1020
Manchester Capital Management
Vermont
$825K
FI
1021
Fosun International
China
$818K
AFNAS
1022
American Financial Network Advisory Services
California
$815K -$59.1K -883 -7%
WIP
1023
Wellesley Investment Partners
Massachusetts
$804K +$22.6K +338 +3%
GA
1024
GFS Advisors
Texas
$803K -$66.9K -1,000 -8%
WB
1025
WesBanco Bank
West Virginia
$800K -$62.3K -931 -8%

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.