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Citigroup

1,608 hedge funds and large institutions have $124B invested in Citigroup in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 581 increasing their positions, 698 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $112B → $124B (+$12B)

9% more funds holding in top 10

Funds holding in top 10: 123134 (+11)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

0.13% less ownership

Funds ownership: 76.65%76.52% (-0.13%)

0% less funds holding

Funds holding: 1,6161,608 (-8)

17% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 698

28% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.25B

Holders
1,608
Holders Change
-8
Holders Change %
-0.5%
% of All Funds
34.93%
Holding in Top 10
134
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.94%
% of All Funds
2.91%
New
101
Increased
581
Reduced
698
Closed
93
Calls
$2.34B
Puts
$3.25B
Net Calls
-$917M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
1101
Mandatum Life Insurance Company
Finland
$623K
BFEC
1102
Benjamin F. Edwards & Company
Missouri
$622K -$41K -613 -6%
PCMC
1103
Private Capital Management (Colorado)
Colorado
$622K -$24.2K -362 -4%
HDIM
1104
Hanson & Doremus Investment Management
Vermont
$618K -$1.47K -22 -0.2%
BSW
1105
Buckingham Strategic Wealth
Missouri
$618K +$83.9K +1,254 +17%
AFP
1106
Ausdal Financial Partners
Iowa
$615K -$6.49K -97 -1%
BWP
1107
BSW Wealth Partners
Colorado
$615K +$111K +1,665 +23%
OWA
1108
One Wealth Advisors
California
$613K +$56.9K +851 +11%
CA
1109
Clearstead Advisors
Ohio
$613K +$178K +2,661 +44%
NL
1110
NWAM LLC
Washington
$610K +$42.8K +639 +8%
FDS
1111
First Dallas Securities
Texas
$605K -$47.2K -705 -8%
MCA
1112
Mercer Capital Advisers
New Jersey
$605K
KCM
1113
Kornitzer Capital Management
Kansas
$603K
BAM
1114
Belpointe Asset Management
Nevada
$598K +$3.55K +53 +0.6%
TMAM
1115
Tokio Marine Asset Management
Japan
$598K +$36.8K +550 +7%
PPP
1116
Private Portfolio Partners
New Jersey
$598K +$347K +5,186 +155%
CM
1117
Columbus Macro
Pennsylvania
$596K -$13K -194 -2%
LA
1118
Lau Associates
Delaware
$595K
KIA
1119
KCM Investment Advisors
California
$594K +$26.8K +400 +5%
SMFS
1120
Squar Milner Financial Services
California
$594K +$94.6K +1,414 +20%
OIM
1121
Orca Investment Management
Oregon
$593K -$9.5K -142 -2%
RVPG
1122
Relative Value Partners Group
$581K +$6.69K +100 +1%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$580K -$127K -1,900 -19%
FMWA
1124
Forvis Mazars Wealth Advisors
Missouri
$576K -$11.1K -166 -2%
MPM
1125
Meritage Portfolio Management
Kansas
$576K +$550K +8,220 New

C Hedge Fund Activity: Q2 2019 in Review

1,608 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2019, worth a combined $124B — up 11% from $112B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 93 closed out — a net gain of 8 holders — while 581 added to existing stakes and 698 trimmed.

The largest buyer was Nuveen, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $578M.

  • 1,608 institutional investors held Citigroup (C) as of Q2 2019, down from 1,616 in Q1 2019.
  • Funds reported $124B of Citigroup stock for Q2 2019, up 11% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q2 2019 and 93 closed out, a net change of +8 holders.
  • The largest Citigroup buyer in Q2 2019 was Nuveen, an estimated $1.45B added.
  • The largest Citigroup seller in Q2 2019 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q2 2019.