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Citigroup

1,158 hedge funds and large institutions have $111B invested in Citigroup in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 463 increasing their positions, 444 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

27% more funds holding in top 10

Funds holding in top 10: 109138 (+29)

16% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.87B

11% more capital invested

Capital invested by funds: $99.8B → $111B (+$11B)

2% more funds holding

Funds holding: 1,1401,158 (+18)

1.22% more ownership

Funds ownership: 69.59%70.81% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 444

Holders
1,158
Holders Change
+18
Holders Change %
+1.58%
% of All Funds
33.58%
Holding in Top 10
138
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+26.61%
% of All Funds
4%
New
98
Increased
463
Reduced
444
Closed
69
Calls
$3.32B
Puts
$2.87B
Net Calls
+$453M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1201
Sun Life Financial
Ontario, Canada
-$365K -7,757 Closed
DAL
1202
David A. Lorber
-$318K -6,753 Closed
FCBT
1203
First Citizens Bank & Trust
North Carolina
-$297K -6,307 Closed
SAM
1204
SignalPoint Asset Management
Missouri
-$290K -6,150 Closed
T
1205
TradeWorx
New Jersey
-$286K -6,062 Closed
IC
1206
InterOcean Capital
Illinois
-$279K -5,928 Closed
IIM
1207
Ipswich Investment Management
Massachusetts
-$259K -5,501 Closed
MSU
1208
Maple Securities USA
New Jersey
-$244K -5,171 Closed
PL
1209
Plancorp LLC
Missouri
-$236K -5,000 Closed
GA
1210
Glenhill Advisors
New York
-$232K -4,919 Closed
CRC
1211
Curi RMB Capital
Illinois
-$230K -4,877 Closed
LOCC
1212
Lombard Odier & Cie (Canada)
Quebec, Canada
-$199K -3,954 Closed
WAM
1213
Weatherly Asset Management
California
-$166K -3,523 Closed
TAM
1214
Tocqueville Asset Management
New York
-$152K -3,217 Closed
JWM
1215
Jacobus Wealth Management
Wisconsin
-$125K -2,644 Closed
FANJ
1216
Financial Architects (New Jersey)
New Jersey
-$122K -2,584 Closed
RCWMU
1217
Rothschild & Co Wealth Management (UK)
United Kingdom
-$50K -1,060 Closed
IRS
1218
Invictus RG (Singapore)
Singapore
-$29K -614 Closed
CBT
1219
Central Bank & Trust
Kentucky
-$20K -382 Closed
CIM
1220
Contravisory Investment Management
Massachusetts
-$5K -98 Closed
MBT
1221
Monroe Bank & Trust
Michigan
-$5K -96 Closed
RI
1222
Redwood Investments
Massachusetts
-$1K -24 Closed
RAM
1223
Riggs Asset Management
Pennsylvania
+$101 +2 New

C Hedge Fund Activity: Q3 2014 in Review

1,158 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2014, worth a combined $111B — up 11% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new C positions and 69 closed out — a net gain of 29 holders — while 463 added to existing stakes and 444 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $749M. The largest seller was Norges Bank, cutting an estimated $1.09B.

  • 1,158 institutional investors held Citigroup (C) as of Q3 2014, up from 1,140 in Q2 2014.
  • Funds reported $111B of Citigroup stock for Q3 2014, up 11% quarter-over-quarter.
  • 98 funds opened new Citigroup positions in Q3 2014 and 69 closed out, a net change of +29 holders.
  • The largest Citigroup buyer in Q3 2014 was Viking Global Investors, an estimated $749M added.
  • The largest Citigroup seller in Q3 2014 was Norges Bank, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2014.