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Citigroup

1,601 hedge funds and large institutions have $118B invested in Citigroup in 2019 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 565 increasing their positions, 719 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

0% less funds holding

Funds holding: 1,6081,601 (-7)

0.62% less ownership

Funds ownership: 76.52%75.9% (-0.62%)

4% less capital invested

Capital invested by funds: $124B → $118B (-$5.3B)

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

21% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 719

27% less call options, than puts

Call options by funds: $2.79B | Put options by funds: $3.82B

Holders
1,601
Holders Change
-7
Holders Change %
-0.44%
% of All Funds
35.1%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.7%
New
101
Increased
565
Reduced
719
Closed
97
Calls
$2.79B
Puts
$3.82B
Net Calls
-$1.04B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1151
Burke & Herbert Bank & Trust
Virginia
$504K
CAW
1152
Cornerstone Advisors (Washington)
Washington
$501K +$50.9K +749 +12%
CB
1153
CNB Bank
Pennsylvania
$494K -$209K -3,075 -30%
IAMOG
1154
Investors Asset Management of Georgia
Georgia
$490K
VF
1155
Virtu Financial
New York
$488K -$590K -8,675 -55%
WSTAM
1156
Wilbanks Smith & Thomas Asset Management
Virginia
$488K -$1.56K -23 -0.3%
VC
1157
Vicus Capital
Pennsylvania
$486K -$151K -2,218 -24%
GWCM
1158
Godshalk Welsh Capital Management
Pennsylvania
$485K +$37.4K +550 +8%
ACA
1159
Ackerman Capital Advisors
Texas
$484K -$68K -1,000 -13%
AIM
1160
Aspen Investment Management
Michigan
$484K +$10.2K +150 +2%
IIC
1161
Integrated Investment Consultants
Michigan
$484K +$477K +7,006 New
CM
1162
Columbus Macro
Pennsylvania
$483K -$103K -1,517 -18%
LF
1163
Lantz Financial
Illinois
$483K +$2.25K +33 +0.5%
EGA
1164
Eagle Global Advisors
Texas
$482K
SIG
1165
Sargent Investment Group
Maryland
$481K +$1.7K +25 +0.4%
RTS
1166
Round Table Services
New Jersey
$476K +$5.31K +78 +1%
MFW
1167
Meristem Family Wealth
Minnesota
$473K +$150K +2,198 +47%
WEC
1168
Winslow Evans & Crocker
Massachusetts
$464K +$8.16K +120 +2%
WANY
1169
Wealthspire Advisors (New York)
New York
$463K +$456K +6,697 New
GLI
1170
Guardian Life Insurance
New York
$457K -$13.3K -196 -3%
APP
1171
Avantax Planning Partners
Iowa
$457K +$25.8K +380 +6%
PFS
1172
Prospera Financial Services
Texas
$456K +$10.9K +160 +2%
CLOS
1173
Compagnie Lombard Odier SCmA
Switzerland
$455K
PFC
1174
Phocas Financial Corp
California
$450K
ATFA
1175
All Terrain Financial Advisors
Minnesota
$449K

C Hedge Fund Activity: Q3 2019 in Review

1,601 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2019, worth a combined $118B — down 4.3% from $124B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 97 closed out — a net gain of 4 holders — while 565 added to existing stakes and 719 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $494M. The largest seller was Fidelity Investments, cutting an estimated $790M.

  • 1,601 institutional investors held Citigroup (C) as of Q3 2019, down from 1,608 in Q2 2019.
  • Funds reported $118B of Citigroup stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q3 2019 and 97 closed out, a net change of +4 holders.
  • The largest Citigroup buyer in Q3 2019 was T. Rowe Price Associates, an estimated $494M added.
  • The largest Citigroup seller in Q3 2019 was Fidelity Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2019.