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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
MCA
1101
Mercer Capital Advisers
New Jersey
$593K -$4.35K -64 -0.7%
TA
1102
Tiedemann Advisors
New York
$589K -$247K -3,633 -30%
KIA
1103
KCM Investment Advisors
California
$589K +$2.65K +39 +0.5%
RVPG
1104
Relative Value Partners Group
$587K +$13.6K +200 +2%
RIA
1105
Realta Investment Advisors
Delaware
$585K -$127K -1,871 -18%
OIM
1106
Orca Investment Management
Oregon
$585K
LNC
1107
Lincoln National Corp
Pennsylvania
$585K +$19.6K +288 +4%
AF
1108
Affiance Financial
Minnesota
$583K -$71.4K -1,050 -11%
TPWA
1109
TRUE Private Wealth Advisors
Oregon
$582K +$102K +1,498 +22%
PCM
1110
Penserra Capital Management
California
$581K +$74.1K +1,090 +15%
CP
1111
Camelot Portfolios
Ohio
$579K -$627K -9,222 -52%
WAS
1112
WESPAC Advisors SoCal
California
$579K +$332K +4,878 +139%
FMWA
1113
Forvis Mazars Wealth Advisors
Missouri
$577K +$8.23K +121 +1%
BFEC
1114
Benjamin F. Edwards & Company
Missouri
$576K -$36.6K -538 -6%
CA
1115
Clearstead Advisors
Ohio
$575K -$29K -427 -5%
AFP
1116
Ausdal Financial Partners
Iowa
$574K -$17.8K -262 -3%
PCG
1117
Private Capital Group
Connecticut
$573K +$75.4K +1,108 +15%
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$572K
PGFC
1119
Peapack-Gladstone Financial Corp
New Jersey
$570K +$20K +294 +4%
AAS
1120
Avantax Advisory Services
Texas
$570K +$59K +867 +12%
JIC
1121
Joel Isaacson & Co
New York
$566K -$58K -852 -9%
CFA
1122
Carroll Financial Associates
North Carolina
$565K -$1.43K -21 -0.3%
SIM
1123
SSI Investment Management
California
$564K -$340 -5 -0.1%
CG
1124
Cynosure Group
Utah
$562K -$196K -2,876 -26%
HAM
1125
Highstreet Asset Management
Ontario, Canada
$560K

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.