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Citigroup

1,601 hedge funds and large institutions have $118B invested in Citigroup in 2019 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 565 increasing their positions, 719 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

0% less funds holding

Funds holding: 1,6081,601 (-7)

0.62% less ownership

Funds ownership: 76.52%75.9% (-0.62%)

4% less capital invested

Capital invested by funds: $124B → $118B (-$5.3B)

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

21% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 719

27% less call options, than puts

Call options by funds: $2.79B | Put options by funds: $3.82B

Holders
1,601
Holders Change
-7
Holders Change %
-0.44%
% of All Funds
35.1%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.7%
New
101
Increased
565
Reduced
719
Closed
97
Calls
$2.79B
Puts
$3.82B
Net Calls
-$1.04B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1226
Clear Perspective Advisors
Illinois
$364K +$2.72K +40 +0.8%
SP
1227
Successful Portfolios
Florida
$363K +$1.7K +25 +0.5%
BWAM
1228
Boyd Watterson Asset Management
Ohio
$362K -$68.4K -1,006 -16%
LSPW
1229
Lake Street Private Wealth
Illinois
$361K +$17.3K +254 +5%
ABC
1230
Associated Banc-Corp
Wisconsin
$358K -$95.3K -1,401 -21%
AAP
1231
Arax Advisory Partners
Colorado
$358K -$476 -7 -0.1%
MIH
1232
Meitav Investment House
Israel
$358K +$141K +2,070 +67%
TBNY
1233
Trustco Bank (New York)
New York
$357K +$6.8K +100 +2%
MWP
1234
MYCIO Wealth Partners
Pennsylvania
$355K +$9.46K +139 +3%
AC
1235
Arjuna Capital
North Carolina
$354K -$202K -2,963 -37%
IWA
1236
Intercontinental Wealth Advisors
Texas
$354K +$123K +1,804 +54%
BC
1237
Bartlett & Co
Ohio
$354K +$194K +2,853 +126%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$354K +$194K +2,853 +126%
PCA
1239
Personal Capital Advisors
California
$352K +$35.4K +521 +11%
LFA
1240
Legacy Financial Advisors
Kentucky
$351K -$3.13K -46 -0.9%
XWM
1241
Xcel Wealth Management
Florida
$351K +$37.8K +556 +12%
AFNAS
1242
American Financial Network Advisory Services
California
$349K -$470K -6,907 -58%
BJL
1243
Brighton Jones LLC
Washington
$349K -$2.99K -44 -0.9%
HWA
1244
Heritage Wealth Advisors
Virginia
$349K +$28.6K +420 +7%
BPWA
1245
Beacon Pointe Wealth Advisors
California
$348K -$265K -3,898 -44%
BS
1246
Boenning & Scattergood
Pennsylvania
$348K +$343K +5,037 New
CC
1247
Cedar Capital
Illinois
$347K +$17.3K +255 +5%
HA
1248
Harbor Advisors
Florida
$345K
TRAM
1249
Tuscan Ridge Asset Management
Illinois
$345K +$340K +5,000 New
SCG
1250
Sonata Capital Group
Washington
$343K +$28.9K +425 +9%

C Hedge Fund Activity: Q3 2019 in Review

1,601 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2019, worth a combined $118B — down 4.3% from $124B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new C positions and 97 closed out — a net gain of 4 holders — while 565 added to existing stakes and 719 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $494M. The largest seller was Fidelity Investments, cutting an estimated $790M.

  • 1,601 institutional investors held Citigroup (C) as of Q3 2019, down from 1,608 in Q2 2019.
  • Funds reported $118B of Citigroup stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 101 funds opened new Citigroup positions in Q3 2019 and 97 closed out, a net change of +4 holders.
  • The largest Citigroup buyer in Q3 2019 was T. Rowe Price Associates, an estimated $494M added.
  • The largest Citigroup seller in Q3 2019 was Fidelity Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2019.