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Citigroup

1,260 hedge funds and large institutions have $121B invested in Citigroup in 2015 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 529 increasing their positions, 450 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 54

40% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.27B

18% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 450

16% more funds holding in top 10

Funds holding in top 10: 141164 (+23)

8% more capital invested

Capital invested by funds: $112B → $121B (+$8.52B)

4% more funds holding

Funds holding: 1,2111,260 (+49)

0.39% more ownership

Funds ownership: 72.41%72.8% (+0.39%)

Holders
1,260
Holders Change
+49
Holders Change %
+4.05%
% of All Funds
33.94%
Holding in Top 10
164
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.31%
% of All Funds
4.42%
New
115
Increased
529
Reduced
450
Closed
54
Calls
$3.18B
Puts
$2.27B
Net Calls
+$906M
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
1126
Sandy Spring Bank
Maryland
$118K +$17.9K +329 +18%
AIM
1127
Arcadia Investment Management
Michigan
$118K +$117K +2,149 New
BAM
1128
Brave Asset Management
New Jersey
$117K -$5.44K -100 -5%
FCCM
1129
First City Capital Management
Georgia
$117K +$56.9K +1,045 +98%
WA
1130
WealthTrust-Arizona
Arizona
$112K -$9.79K -180 -8%
TCOV
1131
Trust Company of Vermont
Vermont
$106K +$39.7K +730 +61%
KCPG
1132
Kavar Capital Partners Group
Kansas
$105K +$165K +3,024 New
CHC
1133
City Holding Co
West Virginia
$104K
IWMPD
1134
Integrated Wealth Management (Palm Desert)
California
$102K -$41.4K -761 -29%
AIM
1135
Advantage Investment Management
Iowa
$100K +$3.54K +65 +4%
NSIM
1136
North Star Investment Management
Illinois
$93K -$1.85K -34 -2%
EWM
1137
Evercore Wealth Management
New York
$90K -$114K -2,098 -56%
RIA
1138
Regal Investment Advisors
Michigan
$88K +$10.9K +200 +14%
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K -$111K -2,046 -58%
CG
1140
Colony Group
Massachusetts
$81K
CHP
1141
Cable Hill Partners
Oregon
$80K +$8.76K +161 +13%
TRCT
1142
Tower Research Capital (TRC)
New York
$78K -$19K -350 -20%
PFSC
1143
Peoples Financial Services Corp
Pennsylvania
$78K -$5.77K -106 -7%
RFA
1144
Reilly Financial Advisors
California
$78K -$2.94K -54 -4%
HI
1145
Hudock Inc
Pennsylvania
$77K +$54 +1 +0.1%
OAM
1146
Orinda Asset Management
California
$76K +$74.4K +1,368 New
AWS
1147
Aris Wealth Services
Pennsylvania
$75K +$47.5K +873 +179%
Fiera Capital (Canada)
1148
Fiera Capital (Canada)
Quebec, Canada
$74.3K +$1.83M +33,582 +3%
PMFA
1149
Plante Moran Financial Advisors
Michigan
$74K -$15.5K -284 -18%
PG
1150
Patten Group
Tennessee
$72.9K +$71.8K +1,320 New

C Hedge Fund Activity: Q2 2015 in Review

1,260 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2015, worth a combined $121B — up 7.6% from $112B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new C positions and 54 closed out — a net gain of 61 holders — while 529 added to existing stakes and 450 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $396M. The largest seller was Wellington Management Group, cutting an estimated $532M.

  • 1,260 institutional investors held Citigroup (C) as of Q2 2015, up from 1,211 in Q1 2015.
  • Funds reported $121B of Citigroup stock for Q2 2015, up 7.6% quarter-over-quarter.
  • 115 funds opened new Citigroup positions in Q2 2015 and 54 closed out, a net change of +61 holders.
  • The largest Citigroup buyer in Q2 2015 was Fidelity Investments, an estimated $396M added.
  • The largest Citigroup seller in Q2 2015 was Wellington Management Group, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2015.