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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1226
J.W. Burns & Co
New York
$372K +$25.3K +407 +7%
NFG
1227
Next Financial Group
Texas
$371K -$308K -4,954 -45%
NFH
1228
NEXT Financial Holdings
Texas
$371K +$370K +5,954 New
IA
1229
IFG Advisory
Georgia
$370K +$24.2K +389 +7%
CAW
1230
Cornerstone Advisors (Washington)
Washington
$370K +$64.7K +1,042 +21%
EMG
1231
Ellington Management Group
Connecticut
$367K +$12.4K +200 +4%
B
1232
Bailard
California
$365K -$2.11K -34 -0.6%
TFS
1233
TrustCore Financial Services
Tennessee
$360K +$360K +5,790 New
MMG
1234
Monetary Management Group
Missouri
$359K +$15.5K +250 +5%
SBSB
1235
Sullivan, Bruyette, Speros & Blaney
Virginia
$358K +$61.4K +989 +21%
SRAM
1236
Stone Ridge Asset Management
New York
$355K +$355K +5,710 New
SFSIG
1237
San Francisco Sentry Investment Group
California
$354K -$3.1K -50 -0.9%
HB
1238
Homrich & Berg
Georgia
$352K -$58.9K -949 -14%
FCA
1239
FLC Capital Advisors
California
$349K -$38.8K -625 -10%
TFO
1240
Tarbox Family Office
California
$349K -$62 -1 -0%
BBI
1241
Baxter Bros Inc
Connecticut
$348K -$113K -1,822 -25%
HCM
1242
Highlander Capital Management
New Jersey
$348K -$2.48K -40 -0.7%
WCM
1243
Weik Capital Management
Pennsylvania
$346K
EGA
1244
Eagle Global Advisors
Texas
$341K
LDFR
1245
Lehman & Derafelo Financial Resources
Pennsylvania
$340K -$14.9K -240 -4%
SYBT
1246
Stock Yards Bank & Trust
Kentucky
$340K +$17K +274 +5%
VCWA
1247
Vanguard Capital Wealth Advisors
Colorado
$340K +$340K +5,477 New
MIM
1248
Montgomery Investment Management
Maryland
$339K
LC
1249
Lourd Capital
California
$338K -$14.7K -237 -4%
WCA
1250
Westover Capital Advisors
Delaware
$337K -$20.4K -329 -6%

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.