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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
RIA
1051
Realta Investment Advisors
Delaware
$724K +$252K +3,765 +58%
NL
1052
NVWM LLC
Pennsylvania
$720K +$36.9K +552 +6%
Carson Wealth (CWM LLC)
1053
Carson Wealth (CWM LLC)
Nebraska
$718K
CB
1054
CNB Bank
Pennsylvania
$717K -$56.9K -851 -8%
DWT
1055
Dorsey & Whitney Trust
South Dakota
$717K +$45.2K +676 +7%
CHJWM
1056
Carlton Hofferkamp & Jenks Wealth Management
Texas
$713K
DWM
1057
Dorchester Wealth Management
Quebec, Canada
$711K +$201K +3,000 +42%
Tudor Investment Corp
1058
Tudor Investment Corp
Connecticut
$707K -$6.41M -95,820 -90%
TU
1059
TDAM USA
Ontario, Canada
$706K +$42.7K +638 +7%
EWA
1060
Exencial Wealth Advisors
Oklahoma
$701K
SCP
1061
Sandhill Capital Partners
New York
$700K +$42.2K +631 +7%
GCA
1062
Gideon Capital Advisors
New York
$698K +$667K +9,969 New
GW
1063
GW & Wade
Massachusetts
$694K -$12.6K -188 -2%
FMBTD
1064
First Midwest Bank Trust Division
Illinois
$692K -$103K -1,532 -13%
NB
1065
Nicolet Bankshares
Wisconsin
$692K -$2.48K -37 -0.4%
BOPW
1066
Brandywine Oak Private Wealth
Pennsylvania
$688K +$133K +1,994 +25%
PWMG
1067
Prestige Wealth Management Group
New Jersey
$687K +$66.2K +989 +11%
SAM
1068
Seelaus Asset Management
New Jersey
$686K +$3.41K +51 +0.5%
DAS
1069
Dynamic Advisor Solutions
Arizona
$684K +$43.1K +644 +7%
CWM
1070
Cornerstone Wealth Management
Missouri
$682K -$200K -2,990 -24%
OIA
1071
OneDigital Investment Advisors
Kansas
$682K +$196K +2,936 +43%
RMCM
1072
Reynders McVeigh Capital Management
Massachusetts
$679K +$6.69K +100 +1%
BCM
1073
Barometer Capital Management
Ontario, Canada
$674K
CIA
1074
CSat Investment Advisory
Michigan
$672K -$929K -13,877 -59%
QPWM
1075
Quadrant Private Wealth Management
Pennsylvania
$670K +$8.5K +127 +1%

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.