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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
CM
1151
Castleark Management
Illinois
$498K
NSEDCP
1152
NJ State Employees Deferred Compensation Plan
New Jersey
$498K
ACA
1153
Ackerman Capital Advisors
Texas
$498K -$31.8M -512,600 -98%
TMAM
1154
Tokio Marine Asset Management
Japan
$497K +$166K +2,680 +51%
AAS
1155
Avantax Advisory Services
Texas
$495K +$103K +1,663 +26%
BPWA
1156
Beacon Pointe Wealth Advisors
California
$493K +$163K +2,619 +49%
SCM
1157
Snow Capital Management
Pennsylvania
$492K +$491K +7,903 New
OWA
1158
One Wealth Advisors
California
$492K +$491K +7,906 New
AC
1159
Arjuna Capital
North Carolina
$491K +$24.4K +393 +5%
CA
1160
Calton & Associates
Florida
$491K +$110K +1,777 +29%
BOPW
1161
Brandywine Oak Private Wealth
Pennsylvania
$487K
AA
1162
ALPS Advisors
Colorado
$485K -$960K -15,467 -66%
NSIM
1163
North Star Investment Management
Illinois
$484K -$61.9K -997 -11%
CL
1164
Choreo LLC
Illinois
$484K +$10.5K +169 +2%
AAM
1165
American Asset Management
Florida
$483K +$6.21K +100 +1%
CWAG
1166
Compton Wealth Advisory Group
Virginia
$482K -$1.86K -30 -0.4%
LNC
1167
Lincoln National Corp
Pennsylvania
$481K +$52.9K +852 +12%
PCM
1168
Perritt Capital Management
Illinois
$476K
CPA
1169
Capital Planning Advisors
California
$473K -$940K -15,139 -67%
CP
1170
Camelot Portfolios
Ohio
$473K -$67.6K -1,089 -13%
LF
1171
Lantz Financial
Illinois
$472K +$472K +7,593 New
ADL
1172
Asset Dedication LLC
California
$471K -$109K -1,750 -19%
BSW
1173
Buckingham Strategic Wealth
Missouri
$471K +$53.6K +863 +13%
GCIA
1174
Gabelli & Co Investment Advisers
New York
$467K -$62.1K -1,000 -12%
CCM
1175
Community Capital Management
Florida
$467K

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.