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Citigroup

1,601 hedge funds and large institutions have $118B invested in Citigroup in 2019 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 565 increasing their positions, 719 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

0% less funds holding

Funds holding: 1,6081,601 (-7)

0.62% less ownership

Funds ownership: 76.52%75.9% (-0.62%)

4% less capital invested

Capital invested by funds: $124B → $118B (-$5.3B)

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

21% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 719

27% less call options, than puts

Call options by funds: $2.79B | Put options by funds: $3.82B

Holders
1,601
Holders Change
-7
Holders Change %
-0.44%
% of All Funds
35.1%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.7%
New
101
Increased
565
Reduced
719
Closed
97
Calls
$2.79B
Puts
$3.82B
Net Calls
-$1.04B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1051
Lau Associates
Delaware
$684K +$95.2K +1,400 +16%
DAS
1052
Dynamic Advisor Solutions
Arizona
$682K +$7.01K +103 +1%
TSS
1053
Two Sigma Securities
New York
$682K +$672K +9,873 New
AF
1054
Alerus Financial
North Dakota
$678K -$6.02M -88,511 -90%
WCM
1055
Whitener Capital Management
North Carolina
$676K +$24.1K +354 +4%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$676K +$36.4K +535 +6%
FNBOO
1057
First National Bank of Omaha
Nebraska
$675K +$18.4K +270 +3%
BI
1058
Bramshill Investments
Florida
$674K -$225K -3,304 -25%
CCMT
1059
CMT Capital Markets Trading
Germany
$674K +$302K +4,433 +83%
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$670K
AWA
1061
Arete Wealth Advisors
Illinois
$669K +$305K +4,490 +86%
OWA
1062
One Wealth Advisors
California
$665K +$59.3K +872 +10%
OIA
1063
Optimum Investment Advisors
Illinois
$665K +$128K +1,885 +24%
CWM
1064
Cornerstone Wealth Management
Missouri
$664K -$5.17K -76 -0.8%
QPWM
1065
Quadrant Private Wealth Management
Pennsylvania
$664K +$2.65K +39 +0.4%
HAG
1066
HighPoint Advisor Group
Illinois
$664K +$96.5K +1,419 +19%
EWA
1067
Exencial Wealth Advisors
Oklahoma
$659K -$32.2K -473 -5%
HH
1068
Hilltop Holdings
Texas
$657K +$98.7K +1,451 +18%
SMH
1069
Sanders Morris Harris
Texas
$657K +$167K +2,450 +34%
KFA
1070
Kelleher Financial Advisors
New York
$656K
MA
1071
MONECO Advisors
Connecticut
$654K +$5.85K +86 +0.9%
GH
1072
GAM Holding
Switzerland
$652K -$381K -5,599 -37%
SCA
1073
Snowden Capital Advisors
New York
$650K -$3.74K -55 -0.6%
BRWM
1074
B. Riley Wealth Management
Tennessee
$650K -$15.6K -230 -2%
LMAM
1075
Legg Mason Asset Management
Japan
$650K

C Hedge Fund Activity: Q3 2019 in Review

1,601 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2019, worth a combined $118B — down 4.3% from $124B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 97 closed out — a net gain of 4 holders — while 565 added to existing stakes and 719 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $494M. The largest seller was Fidelity Investments, cutting an estimated $790M.

  • 1,601 institutional investors held Citigroup (C) as of Q3 2019, down from 1,608 in Q2 2019.
  • Funds reported $118B of Citigroup stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q3 2019 and 97 closed out, a net change of +4 holders.
  • The largest Citigroup buyer in Q3 2019 was T. Rowe Price Associates, an estimated $494M added.
  • The largest Citigroup seller in Q3 2019 was Fidelity Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2019.