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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
OC
1126
Oakworth Capital
Alabama
$15K
CTB
1127
Country Trust Bank
Illinois
$14.8K
GGPS
1128
Gary Goldberg Planning Services
New York
$14K -$17.5K -349 -56%
BC
1129
Bartlett & Co
Ohio
$14K -$7.54K -150 -36%
AC
1130
Alexandria Capital
Virginia
$13K -$5.63K -112 -30%
WCM
1131
Wealthcare Capital Management
Virginia
$13K +$9.75K +194 +388%
FNBSF
1132
First National Bank Sioux Falls
South Dakota
$12K
WA
1133
Winfield Associates
Ohio
$12K
TCM
1134
Tradewinds Capital Management
Washington
$11K
EMA
1135
Efficient Market Advisors
California
$11K +$955 +19 +10%
PIA
1136
Peachtree Investment Advisors
Georgia
$11K +$11.1K +220 New
GI
1137
Gradient Investments
Minnesota
$10K -$5.03K -100 -33%
BOK
1138
Bank of Kentucky
Kentucky
$10K
AP
1139
Atwood & Palmer
Missouri
$9K
ST
1140
Stifel Trust
Missouri
$9K
PIM
1141
Parasol Investment Management
Illinois
$9K +$9.2K +183 New
BCI
1142
Brinker Capital Investments
Pennsylvania
$8K
TF
1143
Tompkins Financial
New York
$6K -$1.51K -30 -20%
AWM
1144
Avior Wealth Management
Nebraska
$5K
LOCB
1145
Lombard Odier & Cie (Bahamas)
Bahamas
$5K
SGC
1146
South Georgia Capital
Illinois
$5K
TFA
1147
Transamerica Financial Advisors
Florida
$5K +$2.01K +40 +95%
RWML
1148
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.27K +$3.17K +63 New
AA
1149
AlphaMark Advisors
Kentucky
$3K
NG
1150
NatWest Group
United Kingdom
$2.84K +$16.6K +330 +0.6%

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.