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Citigroup

1,158 hedge funds and large institutions have $111B invested in Citigroup in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 463 increasing their positions, 444 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

27% more funds holding in top 10

Funds holding in top 10: 109138 (+29)

16% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.87B

11% more capital invested

Capital invested by funds: $99.8B → $111B (+$11B)

2% more funds holding

Funds holding: 1,1401,158 (+18)

1.22% more ownership

Funds ownership: 69.59%70.81% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 444

Holders
1,158
Holders Change
+18
Holders Change %
+1.58%
% of All Funds
33.58%
Holding in Top 10
138
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.61%
% of All Funds
4%
New
98
Increased
463
Reduced
444
Closed
69
Calls
$3.32B
Puts
$2.87B
Net Calls
+$453M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
1051
Kistler-Tiffany Companies
Pennsylvania
$148K +$8.79K +175 +7%
PCM
1052
Prelude Capital Management
New York
$145K +$50.3K +1,000 +56%
SC
1053
SRB Corp
Massachusetts
$140K +$136K +2,700 New
PSC
1054
Prentiss Smith & Co
Vermont
$130K
GAM
1055
Gemmer Asset Management
California
$127K -$151 -3 -0.1%
PTC
1056
Private Trust Company
Ohio
$126K -$29.3K -583 -19%
WA
1057
WealthTrust-Arizona
Arizona
$120K -$5.38K -107 -4%
HCM
1058
Horrell Capital Management
Arkansas
$116K
BAM
1059
Brave Asset Management
New Jersey
$115K
LFR
1060
Lehman Financial Resources
Pennsylvania
$115K +$10.1K +200 +10%
EWM
1061
Evercore Wealth Management
New York
$113K -$25.1K -500 -19%
MSFP
1062
Mark Sheptoff Financial Planning
Connecticut
$113K +$32.2K +640 +42%
CG
1063
Colony Group
Massachusetts
$110K +$151 +3 +0.1%
OCM
1064
One Capital Management
California
$105K +$102K +2,033 New
MAM
1065
Meeder Asset Management
Ohio
$92K +$89K +1,770 New
CHC
1066
City Holding Co
West Virginia
$88K
HTHT
1067
Hemenway Trust Hemenway Trust
New Hampshire
$88K +$3.52K +70 +4%
PFSC
1068
Peoples Financial Services Corp
Pennsylvania
$87K -$5.48K -109 -6%
EFSCE
1069
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$5.33K -106 -6%
PMFA
1070
Plante Moran Financial Advisors
Michigan
$84K +$1.91K +38 +2%
IMS
1071
Index Management Solutions
Pennsylvania
$78K -$121K -2,405 -61%
MFBTD
1072
MB Financial Bank - Trust Department
Illinois
$77K +$37.4K +745 +93%
TDC
1073
Thompson Davis & Co
Virginia
$77K +$75.1K +1,494 New
FFC
1074
First Financial Corp
Indiana
$76K -$603 -12 -0.8%
TCOV
1075
Trust Company of Vermont
Vermont
$75K +$36.2K +721 +100%

C Hedge Fund Activity: Q3 2014 in Review

1,158 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2014, worth a combined $111B — up 11% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new C positions and 69 closed out — a net gain of 29 holders — while 463 added to existing stakes and 444 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $749M. The largest seller was Norges Bank, cutting an estimated $1.09B.

  • 1,158 institutional investors held Citigroup (C) as of Q3 2014, up from 1,140 in Q2 2014.
  • Funds reported $111B of Citigroup stock for Q3 2014, up 11% quarter-over-quarter.
  • 98 funds opened new Citigroup positions in Q3 2014 and 69 closed out, a net change of +29 holders.
  • The largest Citigroup buyer in Q3 2014 was Viking Global Investors, an estimated $749M added.
  • The largest Citigroup seller in Q3 2014 was Norges Bank, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2014.