We are live on ! Find out more
C icon

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
MBA
1026
McQueen Ball & Associates
Pennsylvania
$215K +$207K +4,545 New
SFA
1027
Sequoia Financial Advisors
Ohio
$215K +$208K +4,562 New
BAM
1028
Brave Asset Management
New Jersey
$213K -$135K -2,960 -40%
HCC
1029
Hirtle Callaghan & Co
Pennsylvania
$212K
BOH
1030
Bank of Hawaii
Hawaii
$210K +$202K +4,439 New
HHGA
1031
Halbert Hargrove Global Advisors
California
$209K -$16.9K -371 -8%
TC
1032
Telemus Capital
Michigan
$206K +$198K +4,353 New
SCA
1033
Snowden Capital Advisors
New York
$202K +$195K +4,283 New
PAS
1034
Partnervest Advisory Services
California
$202K -$31.6K -695 -14%
CGT
1035
Capital Guardian Trust
California
$199K
AssetMark Inc
1036
AssetMark Inc
California
$193K -$10K -220 -5%
WEC
1037
Winslow Evans & Crocker
Massachusetts
$173K
NSIM
1038
North Star Investment Management
Illinois
$172K -$13.5K -297 -8%
MIC
1039
MU Investments Company
Japan
$160K -$146K -3,200 -48%
SC
1040
SRB Corp
Massachusetts
$159K +$9.46K +208 +7%
BFEC
1041
Benjamin F. Edwards & Company
Missouri
$154K +$39.8K +874 +37%
HPBT
1042
High Point Bank & Trust
North Carolina
$153K
HFM
1043
Hartford Financial Management
Connecticut
$147K
IR
1044
Invictus RG
Bermuda
$146K +$52.9K +1,163 +61%
FPFS
1045
First Personal Financial Services
North Carolina
$144K -$14K -308 -9%
WP
1046
WealthPLAN Partners
Nebraska
$144K -$257K -5,650 -65%
FFC
1047
First Financial Corp
Indiana
$134K -$43K -945 -25%
MWM
1048
MinichMacGregor Wealth Management
New York
$133K +$227 +5 +0.2%
SWA
1049
Sutton Wealth Advisors
Florida
$133K +$15.2K +334 +13%
AIM
1050
Assured Investment Management
New York
$129K -$740K -16,278 -86%

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.