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Citigroup

1,291 hedge funds and large institutions have $113B invested in Citigroup in 2015 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 450 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $3.59B | Put options by funds: $1.94B

75% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 89

5% more funds holding in top 10

Funds holding in top 10: 147155 (+8)

4% more funds holding

Funds holding: 1,2421,291 (+49)

1.04% more ownership

Funds ownership: 73.5%74.53% (+1%)

4% more capital invested

Capital invested by funds: $109B → $113B (+$4.62B)

14% less repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 523

Holders
1,291
Holders Change
+49
Holders Change %
+3.95%
% of All Funds
33.87%
Holding in Top 10
155
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.44%
% of All Funds
4.07%
New
156
Increased
450
Reduced
523
Closed
89
Calls
$3.59B
Puts
$1.94B
Net Calls
+$1.66B
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1226
Bartlett & Co
Ohio
$17K
MA
1227
MCF Advisors
Kentucky
$17K
UFA
1228
US Financial Advisors
Massachusetts
$17K
AWMS
1229
Advocacy Wealth Management Services
Georgia
$17K +$17.8K +336 New
FAM
1230
Formidable Asset Management
Ohio
$16K
MMG
1231
Monetary Management Group
Missouri
$16K
Carson Wealth (CWM LLC)
1232
Carson Wealth (CWM LLC)
Nebraska
$16K +$2.28K +43 +16%
SFPIA
1233
Stevens First Principles Investment Advisors
California
$16K +$15.9K +300 New
PSI
1234
Pinnacle Summer Investments
Virginia
$15K -$16.6K -313 -52%
OC
1235
Oakworth Capital
Alabama
$15K -$796 -15 -5%
GBBWRPM
1236
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$15.6K +294 New
CTB
1237
Country Trust Bank
Illinois
$14K -$637 -12 -4%
AIM
1238
Arcadia Investment Management
Michigan
$14K +$14.9K +280 New
BCI
1239
Brinker Capital Investments
Pennsylvania
$13K +$3.56K +67 +37%
GWS
1240
Glassman Wealth Services
Virginia
$12K
TRCT
1241
Tower Research Capital (TRC)
New York
$11K -$32.5K -613 -73%
GI
1242
Gradient Investments
Minnesota
$11K +$159 +3 +1%
KKAMG
1243
Kernodle & Katon Asset Management Group
Arkansas
$11K +$11.2K +212 New
LWA
1244
Lenox Wealth Advisors
New York
$10K -$45K -848 -82%
M
1245
MOTCO
Texas
$10K -$2.07K -39 -16%
EMA
1246
Efficient Market Advisors
California
$10K -$1.49K -28 -12%
TCM
1247
Tradewinds Capital Management
Washington
$10K
RBC
1248
Roble Belko & Company
Pennsylvania
$10K +$531 +10 +5%
LWCFA
1249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$10.1K +190 New
JGIA
1250
Jackson Grant Investment Advisers
Connecticut
$10K +$10.4K +196 New

C Hedge Fund Activity: Q4 2015 in Review

1,291 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2015, worth a combined $113B — up 4.3% from $109B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new C positions and 89 closed out — a net gain of 67 holders — while 450 added to existing stakes and 523 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $1.16B. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 1,291 institutional investors held Citigroup (C) as of Q4 2015, up from 1,242 in Q3 2015.
  • Funds reported $113B of Citigroup stock for Q4 2015, up 4.3% quarter-over-quarter.
  • 156 funds opened new Citigroup positions in Q4 2015 and 89 closed out, a net change of +67 holders.
  • The largest Citigroup buyer in Q4 2015 was BNP Paribas Financial Markets, an estimated $1.16B added.
  • The largest Citigroup seller in Q4 2015 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q4 2015.