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Citigroup

1,191 hedge funds and large institutions have $97.2B invested in Citigroup in 2016 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 404 increasing their positions, 525 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 70

18% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.47B

9% more capital invested

Capital invested by funds: $89B → $97.2B (+$8.19B)

1% more funds holding

Funds holding: 1,1791,191 (+12)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

0.14% less ownership

Funds ownership: 72.01%71.87% (-0.14%)

23% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 525

Holders
1,191
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
31.78%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.88%
New
93
Increased
404
Reduced
525
Closed
70
Calls
$2.92B
Puts
$2.47B
Net Calls
+$448M
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1076
Cable Hill Partners
Oregon
$73K +$8.41K +185 +14%
VOYA Investment Management
1077
VOYA Investment Management
Georgia
$72.4K -$6.34M -139,332 -8%
KT
1078
Kanaly Trust
Texas
$72K -$44.6K -980 -39%
CFG
1079
CKW Financial Group
Hawaii
$71K
RFA
1080
Reilly Financial Advisors
California
$69K +$2K +44 +3%
VNA
1081
Valley National Advisers
Pennsylvania
$68K
BBPWM
1082
Blue Bell Private Wealth Management
Pennsylvania
$67K -$12.3K -270 -16%
PCC
1083
Park Circle Company
Maryland
$67K
Carson Wealth (CWM LLC)
1084
Carson Wealth (CWM LLC)
Nebraska
$66K +$24.7K +542 +63%
GBT
1085
Grove Bank & Trust
Florida
$63K
MCM
1086
MV Capital Management
Maryland
$63K
CA
1087
Claar Advisors
New York
$63K +$60.6K +1,332 New
FMII
1088
Farmers & Merchants Investments Inc
Nebraska
$61K +$4.59K +101 +9%
PFSC
1089
Peoples Financial Services Corp
Pennsylvania
$59K +$6.41K +141 +13%
HR
1090
Howe & Rusling
New York
$59K +$11.3K +248 +25%
CAW
1091
Cornerstone Advisors (Washington)
Washington
$56K +$4.32K +95 +9%
MSFP
1092
Mark Sheptoff Financial Planning
Connecticut
$55K
LNB
1093
Ledyard National Bank
$54K -$9.1K -200 -15%
TIM
1094
Tortoise Investment Management
New York
$54K
AIM
1095
Advantage Investment Management
Iowa
$52K +$41.8K +918 +519%
BG
1096
Bollard Group
Massachusetts
$51K +$24.4K +537 +97%
VIA
1097
Vantage Investment Advisors
Pennsylvania
$50K -$16.3K -358 -25%
IIC
1098
Integrated Investment Consultants
Michigan
$49K
OC
1099
Oakworth Capital
Alabama
$48K +$29.5K +648 +173%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$47K -$32.7K -718 -42%

C Hedge Fund Activity: Q3 2016 in Review

1,191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2016, worth a combined $97.2B — up 9.2% from $89B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new C positions and 70 closed out — a net gain of 23 holders — while 404 added to existing stakes and 525 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $362M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $247M.

  • 1,191 institutional investors held Citigroup (C) as of Q3 2016, up from 1,179 in Q2 2016.
  • Funds reported $97.2B of Citigroup stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 93 funds opened new Citigroup positions in Q3 2016 and 70 closed out, a net change of +23 holders.
  • The largest Citigroup buyer in Q3 2016 was Massachusetts Financial Services, an estimated $362M added.
  • The largest Citigroup seller in Q3 2016 was Commerzbank Aktiengesellschaft, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2016.