We are live on ! Find out more
C icon

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
CI Investments Inc
1176
CI Investments Inc
Ontario, Canada
$447K -$115M -1,684,101 -100%
HB
1177
Homrich & Berg
Georgia
$445K -$67.7K -996 -13%
CAM
1178
Costello Asset Management
Pennsylvania
$443K -$1.11M -16,311 -72%
IWP
1179
Icon Wealth Partners
Texas
$443K +$48K +706 +12%
LCM
1180
Landscape Capital Management
New Jersey
$442K +$116K +1,705 +36%
SIA
1181
Sit Investment Associates
Minnesota
$439K
NNP
1182
Nachman Norwood & Parrott
South Carolina
$439K +$3.67K +54 +0.9%
SBSB
1183
Sullivan, Bruyette, Speros & Blaney
Virginia
$438K +$5.24K +77 +1%
ED
1184
Exane Derivatives
France
$436K
SCM
1185
Snow Capital Management
Pennsylvania
$436K -$14.7K -216 -3%
GW
1186
GW & Wade
Massachusetts
$433K -$248K -3,647 -37%
BPA
1187
Beacon Pointe Advisors
California
$431K +$133K +1,957 +46%
VFA
1188
Voya Financial Advisors
Connecticut
$430K -$30.1K -442 -7%
SCI
1189
Stableford Capital II
Arizona
$429K -$16.7K -245 -4%
MWC
1190
MBM Wealth Consultants
Missouri
$428K +$422K +6,198 New
SC
1191
Sepio Capital
Utah
$428K +$422K +6,199 New
WCM
1192
Weld Capital Management
New York
$426K -$2.47M -36,361 -86%
HCM
1193
Howland Capital Management
Massachusetts
$425K +$418K +6,150 New
BSPF
1194
British Steel Pension Fund
United Kingdom
$422K -$292K -4,291 -41%
WCA
1195
Westover Capital Advisors
Delaware
$422K +$44.4K +653 +12%
AA
1196
Apriem Advisors
California
$419K -$544 -8 -0.1%
AIA
1197
Avalon Investment & Advisory
Texas
$417K -$136K -1,993 -25%
EF
1198
Empirical Finance
Pennsylvania
$416K +$6.26K +92 +2%
TAM
1199
Trust Asset Management
Texas
$412K +$27.9K +410 +7%
SW
1200
SlateStone Wealth
Florida
$408K +$69.7K +1,025 +21%

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.