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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
CWM
1051
Cedar Wealth Management
California
$129K +$5.5K +121 +5%
SEIA
1052
Signature Estate & Investment Advisors
California
$126K -$3.96K -87 -3%
JWA
1053
JFS Wealth Advisors
Pennsylvania
$126K -$1.09K -24 -0.9%
MCM
1054
Manchester Capital Management
Vermont
$120K -$19.3K -424 -14%
NYLT
1055
New York Life Trust
New York
$119K -$227 -5 -0.2%
SRCM
1056
Swift Run Capital Management
Virginia
$118K
PG
1057
Patten Group
Tennessee
$118K +$12.1K +265 +12%
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$116K +$34.3K +753 +44%
NCM
1059
Nelson Capital Management
California
$113K +$61.9K +1,360 +131%
AIM
1060
Acrospire Investment Management
Illinois
$109K
CHC
1061
City Holding Co
West Virginia
$109K +$22.1K +485 +27%
GAM
1062
Gemmer Asset Management
California
$106K +$3.14K +69 +3%
AA
1063
Apriem Advisors
California
$105K -$28.2K -621 -22%
PSC
1064
Prentiss Smith & Co
Vermont
$104K -$1.96K -43 -2%
MRCM
1065
M&R Capital Management
New Jersey
$95K
SGAM
1066
Smith Group Asset Management
Texas
$92K +$9.55K +210 +12%
JCM
1067
Jacobi Capital Management
Pennsylvania
$91K +$45 +1 +0.1%
RFWA
1068
RPg Family Wealth Advisory
Massachusetts
$90.4K -$24.7K -542 -22%
BWP
1069
Baldwin Wealth Partners
Massachusetts
$87K -$23.4K -514 -22%
TWA
1070
TCI Wealth Advisors
Arizona
$84K -$2.5K -55 -3%
CCS
1071
Crosspoint Capital Strategies
California
$83K
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$78K +$6.64K +146 +10%
HI
1073
Hudock Inc
Pennsylvania
$77K +$91 +2 +0.1%
WA
1074
WealthTrust-Arizona
Arizona
$73K +$2K +44 +3%
ZB
1075
Zions Bancorporation
Utah
$73K +$3.05K +67 +5%

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.