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Citigroup

1,191 hedge funds and large institutions have $97.2B invested in Citigroup in 2016 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 404 increasing their positions, 525 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 70

18% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.47B

9% more capital invested

Capital invested by funds: $89B → $97.2B (+$8.19B)

1% more funds holding

Funds holding: 1,1791,191 (+12)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

0.14% less ownership

Funds ownership: 72.01%71.87% (-0.14%)

23% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 525

Holders
1,191
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
31.78%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
2.88%
New
93
Increased
404
Reduced
525
Closed
70
Calls
$2.92B
Puts
$2.47B
Net Calls
+$448M
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1151
Tradewinds Capital Management
Washington
$9K
TRCT
1152
Tower Research Capital (TRC)
New York
$8K -$3.85M -84,562 -100%
PFO
1153
Pathstone Family Office
New Jersey
$8K -$5.5K -121 -44%
BWP
1154
BSW Wealth Partners
Colorado
$7.48K -$312K -6,849 -95%
WAS
1155
WESPAC Advisors SoCal
California
$7.08K
TF
1156
Tompkins Financial
New York
$7K -$203K -4,464 -97%
AP
1157
Atwood & Palmer
Missouri
$7K -$1.5K -33 -18%
VCM
1158
Vigilant Capital Management
Maine
$7K
VCM
1159
Versant Capital Management
Arizona
$7K +$1.05K +23 +16%
BCMIO
1160
Beacon Capital Management Inc (Ohio)
Ohio
$6K
SIG
1161
Stanford Investment Group
California
$5K +$4.55K +100 New
CAL
1162
Capital Analysts LLC
Pennsylvania
$4.72K +$4.55K +100 New
ATC
1163
Adirondack Trust Company
New York
$4K -$24.6K -540 -87%
JIR
1164
James Investment Research
Ohio
$4K
CFA
1165
CT Financial Advisors
Pennsylvania
$3.68K
AA
1166
AlphaMark Advisors
Kentucky
$3K
APSP
1167
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K
RWG
1168
Regal Wealth Group
California
$3K
GWA
1169
Guidant Wealth Advisors
Illinois
$3K +$3.23K +71 New
RWA
1170
Ropes Wealth Advisors
Massachusetts
$2K -$8.32K -183 -80%
LWCFA
1171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K -$6.96K -153 -81%
ARMC
1172
American Research & Management Company
Massachusetts
$2K
BCFS
1173
Butensky & Cohen Financial Security
Florida
$2K
CFN
1174
Cordasco Financial Network
Florida
$2K
PFS
1175
Physicians Financial Services
North Carolina
$2K

C Hedge Fund Activity: Q3 2016 in Review

1,191 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2016, worth a combined $97.2B — up 9.2% from $89B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new C positions and 70 closed out — a net gain of 23 holders — while 404 added to existing stakes and 525 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $362M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $247M.

  • 1,191 institutional investors held Citigroup (C) as of Q3 2016, up from 1,179 in Q2 2016.
  • Funds reported $97.2B of Citigroup stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 93 funds opened new Citigroup positions in Q3 2016 and 70 closed out, a net change of +23 holders.
  • The largest Citigroup buyer in Q3 2016 was Massachusetts Financial Services, an estimated $362M added.
  • The largest Citigroup seller in Q3 2016 was Commerzbank Aktiengesellschaft, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2016.