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Citigroup

1,260 hedge funds and large institutions have $121B invested in Citigroup in 2015 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 529 increasing their positions, 450 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 54

40% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.27B

18% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 450

16% more funds holding in top 10

Funds holding in top 10: 141164 (+23)

8% more capital invested

Capital invested by funds: $112B → $121B (+$8.52B)

4% more funds holding

Funds holding: 1,2111,260 (+49)

0.39% more ownership

Funds ownership: 72.41%72.8% (+0.39%)

Holders
1,260
Holders Change
+49
Holders Change %
+4.05%
% of All Funds
33.94%
Holding in Top 10
164
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.31%
% of All Funds
4.42%
New
115
Increased
529
Reduced
450
Closed
54
Calls
$3.18B
Puts
$2.27B
Net Calls
+$906M
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1201
Lenox Wealth Management
Ohio
$21K
EWM
1202
Edge Wealth Management
New York
$20K
OC
1203
Oakworth Capital
Alabama
$18K
MA
1204
MCF Advisors
Kentucky
$18K +$12.5K +230 +245%
JFA
1205
JNBA Financial Advisors
Minnesota
$17K
MMG
1206
Monetary Management Group
Missouri
$17K
CTB
1207
Country Trust Bank
Illinois
$16K +$381 +7 +2%
MBT
1208
Monroe Bank & Trust
Michigan
$15K -$12.7K -234 -47%
BC
1209
Bartlett & Co
Ohio
$15K -$12.2K -225 -46%
CBT
1210
Central Bank & Trust
Kentucky
$15K +$7.62K +140 +106%
JIR
1211
James Investment Research
Ohio
$14K -$13.6K -250 -50%
MFBTD
1212
MB Financial Bank - Trust Department
Illinois
$14K +$2.12K +39 +18%
GWS
1213
Glassman Wealth Services
Virginia
$13K
GWA
1214
Genesis Wealth Advisors
Massachusetts
$12K
GI
1215
Gradient Investments
Minnesota
$12K -$11.6K -214 -50%
IRS
1216
Invictus RG (Singapore)
Singapore
$12K -$9.68K -178 -45%
CB
1217
Community Bank
New York
$12K -$8.16K -150 -42%
AF
1218
Allworth Financial
California
$12K -$5.88K -108 -32%
RCG
1219
Ruggie Capital Group
Florida
$12K +$4.03K +74 +53%
RPG
1220
Risk Paradigm Group
Texas
$11.7K
LFR
1221
Lehman Financial Resources
Pennsylvania
$11K -$109K -2,000 -90%
RBC
1222
Roble Belko & Company
Pennsylvania
$11K -$5.44K -100 -34%
TCM
1223
Tradewinds Capital Management
Washington
$11K -$1.09K -20 -9%
EMA
1224
Efficient Market Advisors
California
$11K
M
1225
MOTCO
Texas
$11K

C Hedge Fund Activity: Q2 2015 in Review

1,260 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2015, worth a combined $121B — up 7.6% from $112B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new C positions and 54 closed out — a net gain of 61 holders — while 529 added to existing stakes and 450 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $396M. The largest seller was Wellington Management Group, cutting an estimated $532M.

  • 1,260 institutional investors held Citigroup (C) as of Q2 2015, up from 1,211 in Q1 2015.
  • Funds reported $121B of Citigroup stock for Q2 2015, up 7.6% quarter-over-quarter.
  • 115 funds opened new Citigroup positions in Q2 2015 and 54 closed out, a net change of +61 holders.
  • The largest Citigroup buyer in Q2 2015 was Fidelity Investments, an estimated $396M added.
  • The largest Citigroup seller in Q2 2015 was Wellington Management Group, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2015.