We are live on ! Find out more
C icon

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
IMS
1226
Index Management Solutions
Pennsylvania
$11K +$6.8K +125 +167%
AP
1227
Atwood & Palmer
Missouri
$10K
PIM
1228
Parasol Investment Management
Illinois
$10K
WCM
1229
Wealthcare Capital Management
Virginia
$9K -$25K -460 -73%
BCI
1230
Brinker Capital Investments
Pennsylvania
$9K
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$8K -$2.34K -43 -24%
TC
1232
Trust Company
Kansas
$8K +$7.62K +140 +1,400%
PTC
1233
Philadelphia Trust Company
Pennsylvania
$7.83K -$402K -7,381 -94%
BAM
1234
Barrett Asset Management
New York
$7K
LM
1235
Lincluden Management
Ontario, Canada
$6.48K -$449K -8,250 -7%
FNBOO
1236
First National Bank of Omaha
Nebraska
$6.46K
CFA
1237
CT Financial Advisors
Pennsylvania
$6.08K
TF
1238
Tompkins Financial
New York
$6K -$1.25K -23 -19%
SGC
1239
South Georgia Capital
Illinois
$6K
PRS
1240
Pinkerton Retirement Specialists
Idaho
$6K +$5.5K +101 New
CAL
1241
Capital Analysts LLC
Pennsylvania
$5.52K -$50.6K -930 -90%
CFSG
1242
Community Financial Services Group
Vermont
$5K -$6.58K -121 -56%
RCWMU
1243
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K +$4.52K +83 New
ARMC
1244
American Research & Management Company
Massachusetts
$4K +$1.63K +30 +75%
APSP
1245
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$4.03K +74 New
PIA
1246
Peachtree Investment Advisors
Georgia
$3K -$9.25K -170 -77%
AA
1247
AlphaMark Advisors
Kentucky
$3K
AT
1248
Arden Trust
Delaware
$2.24K -$127K -2,336 -5%
WA
1249
Winfield Associates
Ohio
$2K -$10.9K -200 -83%
CFN
1250
Cordasco Financial Network
Florida
$2K

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.