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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
GPA
1251
Garrison Point Advisors
California
$337K
LFA
1252
Legacy Financial Advisors
Kentucky
$337K +$189K +3,046 +128%
SP
1253
Successful Portfolios
Florida
$335K -$8.69K -140 -3%
RCM
1254
RB Capital Management
Nevada
$335K +$10.9K +176 +3%
FA
1255
Fortis Advisors
Pennsylvania
$333K -$6.21K -100 -2%
FMT
1256
First Mercantile Trust
Tennessee
$332K +$31.8K +512 +11%
JAFL
1257
Jay A. Fishman Ltd
Michigan
$331K -$120K -1,925 -27%
BWP
1258
Bernardo Wealth Planning
Pennsylvania
$329K -$28.9K -466 -8%
BB
1259
Bell Bank
North Dakota
$329K -$2.48K -40 -0.7%
BFPW
1260
BOK Financial Private Wealth
Colorado
$326K +$27.8K +447 +9%
QAM
1261
QCI Asset Management
New York
$324K -$24.8K -400 -7%
Westfield Capital Management
1262
Westfield Capital Management
Massachusetts
$324K +$323K +5,200 New
TBNY
1263
Trustco Bank (New York)
New York
$323K +$322K +5,178 New
SCG
1264
Sonata Capital Group
Washington
$322K
UIA
1265
UBP Investment Advisors
Switzerland
$322K +$321K +5,175 New
RWM
1266
Rench Wealth Management
Texas
$321K -$69.4K -1,117 -18%
IOOF
1267
Independent Order of Foresters
Ontario, Canada
$321K -$32.7K -526 -9%
AssetMark Inc
1268
AssetMark Inc
California
$320K -$738K -11,887 -70%
IWP
1269
Icon Wealth Partners
Texas
$320K +$9.75K +157 +3%
MA
1270
Mutual Advisors
Nebraska
$315K +$37.9K +611 +14%
LIC
1271
Lodestar Investment Counsel
Illinois
$313K
SW
1272
SlateStone Wealth
Florida
$313K +$312K +5,032 New
PGWM
1273
Parisi Gray Wealth Management
New Jersey
$312K
BA
1274
Birinyi Associates
Connecticut
$311K
HA
1275
Harbor Advisors
Florida
$311K

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.