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Citigroup

1,140 hedge funds and large institutions have $99.8B invested in Citigroup in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 464 increasing their positions, 457 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.62B

2% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 457

0.55% more ownership

Funds ownership: 69.04%69.59% (+0.55%)

0% more capital invested

Capital invested by funds: $99.7B → $99.8B (+$24M)

2% less funds holding

Funds holding: 1,1591,140 (-19)

13% less funds holding in top 10

Funds holding in top 10: 126109 (-17)

14% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 95

Holders
1,140
Holders Change
-19
Holders Change %
-1.64%
% of All Funds
32.76%
Holding in Top 10
109
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.49%
% of All Funds
3.13%
New
82
Increased
464
Reduced
457
Closed
95
Calls
$2.74B
Puts
$2.62B
Net Calls
+$119M
Net Calls Change
-$397M
Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
1076
EFG Asset Management (Americas)
Florida
$29K +$14.3K +300 +92%
GGPS
1077
Gary Goldberg Planning Services
New York
$29K +$17.6K +369 +145%
MUMSS
1078
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K -$9.51K -200 -25%
MIP
1079
Mondrian Investment Partners
United Kingdom
$28K
SA
1080
SRH Advisors
Kansas
$28K
WA
1081
Waverly Advisors
Alabama
$28K +$1.24K +26 +5%
MPWT
1082
MassMutual Private Wealth & Trust
Connecticut
$27.4K -$48 -1 -0.2%
DOA
1083
D'Orazio & Associates
Virginia
$25K
SNT
1084
Security National Trust
West Virginia
$24K
RIA
1085
Regal Investment Advisors
Michigan
$22K -$42.8K -900 -66%
LWM
1086
Lenox Wealth Management
Ohio
$22K
JFA
1087
JNBA Financial Advisors
Minnesota
$21K
SFG
1088
Sage Financial Group
Pennsylvania
$21K
BCMIO
1089
Beacon Capital Management Inc (Ohio)
Ohio
$20K
ATC
1090
Adirondack Trust Company
New York
$20K +$16.4K +344 +453%
CBT
1091
Central Bank & Trust
Kentucky
$20K +$18.2K +382 New
BC
1092
Bartlett & Co
Ohio
$19K -$3.9K -82 -17%
AWCI
1093
Alpine Woods Capital Investors
New York
$17.6K +$2.28M +47,850 +15%
AC
1094
Alexandria Capital
Virginia
$17K -$7.99K -168 -31%
CFS
1095
Community Financial System
New York
$17K -$2.38K -50 -12%
CAW
1096
Cornerstone Advisors (Washington)
Washington
$17K +$1.62K +34 +10%
BAM
1097
Barrett Asset Management
New York
$16K -$19K -400 -54%
FBT
1098
Founders Bank & Trust
Michigan
$16K
OC
1099
Oakworth Capital
Alabama
$14K -$9.32K -196 -40%
GI
1100
Gradient Investments
Minnesota
$14K +$11.6K +244 +436%

C Hedge Fund Activity: Q2 2014 in Review

1,140 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2014, worth a combined $99.8B — up 0.02% from $99.7B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of C and 82 opened new positions — a net loss of 13 holders — while 457 trimmed existing stakes and 464 added.

The largest buyer was Norges Bank, adding an estimated $948M. The largest seller was Fidelity Investments, cutting an estimated $583M.

  • 1,140 institutional investors held Citigroup (C) as of Q2 2014, down from 1,159 in Q1 2014.
  • Funds reported $99.8B of Citigroup stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 82 funds opened new Citigroup positions in Q2 2014 and 95 closed out, a net change of -13 holders.
  • The largest Citigroup buyer in Q2 2014 was Norges Bank, an estimated $948M added.
  • The largest Citigroup seller in Q2 2014 was Fidelity Investments, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2014.