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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1126
Mercer Capital Advisers
New Jersey
$538K -$2.86K -46 -0.5%
OIM
1127
Orca Investment Management
Oregon
$536K
AF
1128
Affiance Financial
Minnesota
$535K -$621 -10 -0.1%
KCM
1129
Kornitzer Capital Management
Kansas
$535K
WPW
1130
Waldron Private Wealth
Pennsylvania
$531K +$32.6K +525 +7%
LA
1131
Lau Associates
Delaware
$529K -$488K -7,855 -48%
FM
1132
Foster & Motley
Ohio
$528K -$119K -1,909 -18%
BAM
1133
Belpointe Asset Management
Nevada
$528K +$10K +161 +2%
VHAM
1134
Van Hulzen Asset Management
California
$526K -$7.82K -126 -1%
BWAM
1135
Boyd Watterson Asset Management
Ohio
$524K +$127K +2,047 +32%
QAM
1136
Quantres Asset Management
Cayman Islands
$523K -$2.3M -37,000 -81%
HAM
1137
Highstreet Asset Management
Ontario, Canada
$523K -$143K -2,300 -21%
CFA
1138
Carroll Financial Associates
North Carolina
$523K -$4.59K -74 -0.9%
FMWA
1139
Forvis Mazars Wealth Advisors
Missouri
$522K +$20.2K +325 +4%
MMPW
1140
Mitchell McLeod Pugh & Williams
Alabama
$521K
RM
1141
Resource Management
Louisiana
$520K +$59.1K +952 +13%
ED
1142
Exane Derivatives
France
$520K -$83.7K -1,348 -14%
LJAC
1143
L.J. Altfest & Co
New York
$516K -$615K -9,911 -54%
SIM
1144
SSI Investment Management
California
$510K -$216K -3,472 -30%
RVPG
1145
Relative Value Partners Group
$510K
BI
1146
Bramshill Investments
Florida
$507K +$58.2K +937 +13%
OIA
1147
Optimum Investment Advisors
Illinois
$506K -$21.7K -350 -4%
KIA
1148
KCM Investment Advisors
California
$503K +$121K +1,949 +32%
NL
1149
NWAM LLC
Washington
$502K +$92.8K +1,494 +23%
HAG
1150
HighPoint Advisor Group
Illinois
$500K -$33.6K -541 -7%

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.