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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
MMG
1101
Monetary Management Group
Missouri
$44K -$5.03K -100 -11%
FMII
1102
Farmers & Merchants Investments Inc
Nebraska
$43K -$12.6K -250 -23%
CGT
1103
Capital Guardian Trust
California
$40K +$553 +11 +1%
LWA
1104
Lenox Wealth Advisors
New York
$37K -$1.91K -38 -5%
NC
1105
NewSquare Capital
Pennsylvania
$37K
DIA
1106
Davidson Investment Advisors
Montana
$36K
NMIS
1107
Northwestern Mutual Investment Services
Wisconsin
$35K +$21.9K +435 +178%
EAMA
1108
EFG Asset Management (Americas)
Florida
$32K
ST
1109
SpiderRock Trading
Illinois
$32K
BL
1110
BCWM LLC
Kansas
$31.1K +$531K +10,563 +21%
SA
1111
SRH Advisors
Kansas
$31K
WA
1112
Waverly Advisors
Alabama
$30K
DOA
1113
D'Orazio & Associates
Virginia
$27K
ATC
1114
Adirondack Trust Company
New York
$25K +$3.22K +64 +15%
LWM
1115
Lenox Wealth Management
Ohio
$24K
RIA
1116
Regal Investment Advisors
Michigan
$24K
SFG
1117
Sage Financial Group
Pennsylvania
$23K
BCMIO
1118
Beacon Capital Management Inc (Ohio)
Ohio
$22K
JFA
1119
JNBA Financial Advisors
Minnesota
$19K -$3.92K -78 -18%
CFS
1120
Community Financial System
New York
$19K
BAM
1121
Barrett Asset Management
New York
$19K +$804 +16 +5%
M
1122
MOTCO
Texas
$18K +$7.39K +147 +74%
CAW
1123
Cornerstone Advisors (Washington)
Washington
$17K -$1.71K -34 -9%
FBT
1124
Founders Bank & Trust
Michigan
$17K
MUMSS
1125
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K -$14.6K -290 -49%

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.