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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
CBT
1076
Capital Bank & Trust
California
$649K +$542K +7,961 +556%
AIC
1077
Archer Investment Corporation
Indiana
$643K
PWMG
1078
Prestige Wealth Management Group
New Jersey
$641K -$35.8K -527 -5%
RMC
1079
Resources Management Corp
Connecticut
$641K +$631K +9,277 New
MBTD
1080
Mechanics Bank - Trust Department
California
$640K +$630K +9,260 New
SFA
1081
Sequoia Financial Advisors
Ohio
$637K -$2.58K -38 -0.4%
PAS
1082
Park Avenue Securities
New York
$635K +$625K +9,192 New
KCPG
1083
Kavar Capital Partners Group
Kansas
$632K +$986K +14,500 +456%
IIM
1084
Ironwood Investment Management
Massachusetts
$625K +$8.71K +128 +1%
TU
1085
TDAM USA
Ontario, Canada
$624K -$71.1K -1,046 -10%
MFG
1086
Magnus Financial Group
New York
$623K -$6.05K -89 -1%
NJBEST
1087
New Jersey Better Educational Savings Trust
New Jersey
$622K
CAN
1088
Claraphi Advisory Network
United States
$620K -$10.2K -150 -2%
MLIC
1089
Mandatum Life Insurance Company
Finland
$615K
PCMC
1090
Private Capital Management (Colorado)
Colorado
$614K
BWP
1091
BSW Wealth Partners
Colorado
$613K +$6.33K +93 +1%
KTC
1092
Kistler-Tiffany Companies
Pennsylvania
$609K -$7.35K -108 -1%
LD
1093
Lipe & Dalton
New York
$608K -$43.9K -645 -7%
9WM
1094
9258 Wealth Management
Ohio
$608K -$34K -500 -5%
VIA
1095
Vident Investment Advisory
Georgia
$606K +$597K +8,778 New
SWMG
1096
Signature Wealth Management Group
Georgia
$602K -$33K -485 -5%
HDIM
1097
Hanson & Doremus Investment Management
Vermont
$600K -$9.79K -144 -2%
NL
1098
NWAM LLC
Washington
$597K -$4.49K -66 -0.8%
BSW
1099
Buckingham Strategic Wealth
Missouri
$595K -$13.7K -201 -2%
KCM
1100
Kornitzer Capital Management
Kansas
$594K

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.