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Citigroup

1,158 hedge funds and large institutions have $111B invested in Citigroup in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 463 increasing their positions, 444 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

27% more funds holding in top 10

Funds holding in top 10: 109138 (+29)

16% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.87B

11% more capital invested

Capital invested by funds: $99.8B → $111B (+$11B)

2% more funds holding

Funds holding: 1,1401,158 (+18)

1.22% more ownership

Funds ownership: 69.59%70.81% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 444

Holders
1,158
Holders Change
+18
Holders Change %
+1.58%
% of All Funds
33.58%
Holding in Top 10
138
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.61%
% of All Funds
4%
New
98
Increased
463
Reduced
444
Closed
69
Calls
$3.32B
Puts
$2.87B
Net Calls
+$453M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
1076
Kanaly Trust
Texas
$73K
NIM
1077
NuWave Investment Management
New Jersey
$71K +$68K +1,354 New
RFA
1078
Reilly Financial Advisors
California
$65K -$2.96K -59 -5%
SSB
1079
Sandy Spring Bank
Maryland
$63K +$1K +20 +2%
AAM
1080
American Asset Management
Florida
$63K +$60.8K +1,210 New
LNB
1081
Ledyard National Bank
$60K
S
1082
SignatureFD
Georgia
$56K -$519K -10,326 -91%
JFGIW
1083
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$8.04K -160 -13%
HI
1084
Hudock Inc
Pennsylvania
$55K
BG
1085
Bollard Group
Massachusetts
$54K -$1.23M -24,450 -96%
TIM
1086
Tortoise Investment Management
New York
$54K -$3.62K -72 -6%
NCM
1087
Nelson Capital Management
California
$54K +$13.1K +260 +33%
CAL
1088
Capital Analysts LLC
Pennsylvania
$53.4K
DAM
1089
Delta Asset Management
Tennessee
$52K -$14.1K -280 -22%
MIP
1090
Mondrian Investment Partners
United Kingdom
$52K +$20.1K +400 +67%
SFU
1091
Stonehage Fleming (UK)
United Kingdom
$52K +$737K +14,670 New
FNYS
1092
First New York Securities
New York
$51.8K +$50.3K +1,000 New
VIA
1093
Vantage Investment Advisors
Pennsylvania
$51K -$653 -13 -1%
FAM
1094
Formidable Asset Management
Ohio
$50K
OSNBOA
1095
Old Second National Bank of Aurora
Illinois
$49K
SCA
1096
Strategic Capital Alternatives
United States
$48K +$46.3K +921 New
VNB
1097
Valley National Bancorp
New York
$46K -$1K -20 -2%
TWA
1098
TCI Wealth Advisors
Arizona
$45K -$67.8K -1,350 -61%
BWFA
1099
Baltimore-Washington Financial Advisors
Maryland
$45K -$18K -358 -29%
SNT
1100
Security National Trust
West Virginia
$45K +$18.1K +361 +72%

C Hedge Fund Activity: Q3 2014 in Review

1,158 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2014, worth a combined $111B — up 11% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new C positions and 69 closed out — a net gain of 29 holders — while 463 added to existing stakes and 444 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $749M. The largest seller was Norges Bank, cutting an estimated $1.09B.

  • 1,158 institutional investors held Citigroup (C) as of Q3 2014, up from 1,140 in Q2 2014.
  • Funds reported $111B of Citigroup stock for Q3 2014, up 11% quarter-over-quarter.
  • 98 funds opened new Citigroup positions in Q3 2014 and 69 closed out, a net change of +29 holders.
  • The largest Citigroup buyer in Q3 2014 was Viking Global Investors, an estimated $749M added.
  • The largest Citigroup seller in Q3 2014 was Norges Bank, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2014.