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Citigroup

1,608 hedge funds and large institutions have $124B invested in Citigroup in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 581 increasing their positions, 698 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $112B → $124B (+$12B)

9% more funds holding in top 10

Funds holding in top 10: 123134 (+11)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

0.13% less ownership

Funds ownership: 76.65%76.52% (-0.13%)

0% less funds holding

Funds holding: 1,6161,608 (-8)

17% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 698

28% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.25B

Holders
1,608
Holders Change
-8
Holders Change %
-0.5%
% of All Funds
34.93%
Holding in Top 10
134
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.94%
% of All Funds
2.91%
New
101
Increased
581
Reduced
698
Closed
93
Calls
$2.34B
Puts
$3.25B
Net Calls
-$917M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1226
Trust Asset Management
Texas
$389K +$48.1K +719 +15%
WCA
1227
Westover Capital Advisors
Delaware
$382K +$2.48K +37 +0.7%
MIM
1228
Montgomery Investment Management
Maryland
$381K
TFS
1229
TrustCore Financial Services
Tennessee
$380K -$24.8K -370 -6%
CA
1230
Calton & Associates
Florida
$378K -$167K -2,496 -32%
CCM
1231
Coldstream Capital Management
Washington
$376K +$94.1K +1,407 +36%
BWP
1232
Bernardo Wealth Planning
Pennsylvania
$375K +$4.48K +67 +1%
FA
1233
Fortis Advisors
Pennsylvania
$374K
CCMT
1234
CMT Capital Markets Trading
Germany
$373K -$238K -3,555 -40%
PP
1235
PagnatoKarp Partners
Virginia
$371K +$30.6K +458 +9%
BB
1236
Bell Bank
North Dakota
$370K -$1.14K -17 -0.3%
RIA
1237
RPG Investment Advisory
California
$370K +$348K +5,202 +20,808%
NFC
1238
Northeast Financial Consultants
Connecticut
$369K -$115K -1,720 -25%
CPA
1239
Clear Perspective Advisors
Illinois
$366K -$66.9K -1,000 -16%
SP
1240
Successful Portfolios
Florida
$366K -$10K -150 -3%
AWA
1241
Arete Wealth Advisors
Illinois
$365K +$348K +5,201 New
IA
1242
IFG Advisory
Georgia
$364K -$50.8K -759 -13%
RWM
1243
Rench Wealth Management
Texas
$364K +$2.27K +34 +0.7%
WAG
1244
Winthrop Advisory Group
Massachusetts
$364K +$29.8K +446 +9%
HWA
1245
Heritage Wealth Advisors
Virginia
$364K +$66.9K +1,000 +19%
AAP
1246
Arax Advisory Partners
Colorado
$363K +$347K +5,185 New
WCM
1247
Weik Capital Management
Pennsylvania
$361K -$26.8K -400 -7%
MA
1248
Mutual Advisors
Nebraska
$360K +$4.55K +68 +1%
LFA
1249
Legacy Financial Advisors
Kentucky
$359K -$20K -299 -6%
JAFL
1250
Jay A. Fishman Ltd
Michigan
$359K -$13.4K -201 -4%

C Hedge Fund Activity: Q2 2019 in Review

1,608 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2019, worth a combined $124B — up 11% from $112B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 93 closed out — a net gain of 8 holders — while 581 added to existing stakes and 698 trimmed.

The largest buyer was Nuveen, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $578M.

  • 1,608 institutional investors held Citigroup (C) as of Q2 2019, down from 1,616 in Q1 2019.
  • Funds reported $124B of Citigroup stock for Q2 2019, up 11% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q2 2019 and 93 closed out, a net change of +8 holders.
  • The largest Citigroup buyer in Q2 2019 was Nuveen, an estimated $1.45B added.
  • The largest Citigroup seller in Q2 2019 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q2 2019.