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Citigroup

1,140 hedge funds and large institutions have $99.8B invested in Citigroup in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 464 increasing their positions, 457 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.62B

2% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 457

0.55% more ownership

Funds ownership: 69.04%69.59% (+0.55%)

0% more capital invested

Capital invested by funds: $99.7B → $99.8B (+$24M)

2% less funds holding

Funds holding: 1,1591,140 (-19)

13% less funds holding in top 10

Funds holding in top 10: 126109 (-17)

14% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 95

Holders
1,140
Holders Change
-19
Holders Change %
-1.64%
% of All Funds
32.76%
Holding in Top 10
109
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.49%
% of All Funds
3.13%
New
82
Increased
464
Reduced
457
Closed
95
Calls
$2.74B
Puts
$2.62B
Net Calls
+$119M
Net Calls Change
-$397M
Name Holding Trade Value Shares
Change
Change in
Stake
FBP
1201
Flippin Bruce & Porter
Virginia
-$238K -5,000 Closed
TAM
1202
Trust Asset Management
Texas
-$231K -4,847 Closed
SC
1203
SouthState Corp
Florida
-$222K -4,671 Closed
BIM
1204
Bridges Investment Management
Nebraska
-$219K -4,600 Closed
RCM
1205
Reynolds Capital Management
Nevada
-$219K -4,600 Closed
BFS
1206
Bradley Foster & Sargent
Connecticut
-$207K -4,356 Closed
BSW
1207
Buckingham Strategic Wealth
Missouri
-$206K -4,334 Closed
FCI
1208
Financial Counselors Inc
Kansas
-$206K -4,320 Closed
KFC
1209
Klingenstein Fields & Co
New York
-$203K -4,274 Closed
HSA
1210
HBK Sorce Advisory
Pennsylvania
-$202K -4,246 Closed
WKA
1211
Wilson Kemp & Associates
Michigan
-$202K -4,244 Closed
KCPG
1212
Kavar Capital Partners Group
Kansas
-$90K -3,026 Closed
AR
1213
Advisory Research
Illinois
-$67K -1,418 Closed
TFMS
1214
Trust & Fiduciary Management Services
Massachusetts
-$42K -879 Closed
PWAG
1215
Polaris Wealth Advisory Group
California
-$40K -839 Closed
PFG
1216
Pacific Financial Group
Washington
-$24K -500 Closed
TF
1217
Trutina Financial
Washington
-$17K -354 Closed
LFG
1218
LifePlan Financial Group
Ohio
-$15K -305 Closed
PP
1219
Palladium Partners
Virginia
-$10K -207 Closed
ECM
1220
ETrade Capital Management
Virginia
-$9K -195 Closed
FMA
1221
FNY Managed Accounts
New York
-$1K -190 Closed
FNYS
1222
First New York Securities
New York
-$5K -100 Closed
MIM
1223
Macroview Investment Management
Maryland
-$4.76K -100 -91%
TWM
1224
Torch Wealth Management
Ohio
-$5K -100 Closed
JIR
1225
James Investment Research
Ohio
-$4K -88 Closed

C Hedge Fund Activity: Q2 2014 in Review

1,140 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2014, worth a combined $99.8B — up 0.02% from $99.7B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of C and 82 opened new positions — a net loss of 13 holders — while 457 trimmed existing stakes and 464 added.

The largest buyer was Norges Bank, adding an estimated $948M. The largest seller was Fidelity Investments, cutting an estimated $583M.

  • 1,140 institutional investors held Citigroup (C) as of Q2 2014, down from 1,159 in Q1 2014.
  • Funds reported $99.8B of Citigroup stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 82 funds opened new Citigroup positions in Q2 2014 and 95 closed out, a net change of -13 holders.
  • The largest Citigroup buyer in Q2 2014 was Norges Bank, an estimated $948M added.
  • The largest Citigroup seller in Q2 2014 was Fidelity Investments, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2014.