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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1051
Lombard Odier Asset Management (Switzerland)
Switzerland
$684K
IRC
1052
Investors Research Corp
Georgia
$683K
BDF
1053
Balasa Dinverno & Foltz
$680K +$33.6K +541 +5%
BRWM
1054
B. Riley Wealth Management
Tennessee
$676K -$50.4K -811 -7%
BKA
1055
Brick & Kyle Associates
Pennsylvania
$673K +$4.16K +67 +0.6%
PL
1056
Perpetual Ltd
Australia
$669K
TW
1057
TrinityPoint Wealth
Connecticut
$667K +$6.02K +97 +0.9%
NDSI
1058
Newman Dignan & Sheerar Inc
Rhode Island
$660K +$36K +580 +6%
1WA
1059
180 Wealth Advisors
Washington
$660K +$335K +5,389 +125%
QT
1060
Quantamental Technologies
New York
$658K +$652K +10,493 +11,790%
LSAG
1061
Lake Street Advisors Group
New Hampshire
$656K +$47.9K +772 +8%
PCM
1062
Prelude Capital Management
New York
$655K -$1.02M -16,505 -61%
CH
1063
Canton Hathaway
Rhode Island
$640K +$12.4K +200 +2%
EWM
1064
Endurance Wealth Management
Rhode Island
$640K +$12.4K +200 +2%
BG
1065
Bahl & Gaynor
Ohio
$638K +$49.7K +800 +8%
FMLI
1066
Fukoku Mutual Life Insurance
Japan
$633K
PCG
1067
Private Capital Group
Connecticut
$631K +$43K +692 +7%
GW
1068
GW & Wade
Massachusetts
$628K +$7.76K +125 +1%
CHJWM
1069
Carlton Hofferkamp & Jenks Wealth Management
Texas
$627K +$12.4K +200 +2%
ACI
1070
Alpha Cubed Investments
California
$627K +$106K +1,714 +20%
EWA
1071
Exencial Wealth Advisors
Oklahoma
$623K +$2.86K +46 +0.5%
SAM
1072
Silphium Asset Management
United Kingdom
$622K +$621K +10,000 New
NB
1073
Nicolet Bankshares
Wisconsin
$617K +$167K +2,692 +37%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$611K -$55.6K -895 -8%
PP
1075
Palladium Partners
Virginia
$608K -$84.9K -1,367 -12%

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.