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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
BJL
1251
Brighton Jones LLC
Washington
$357K -$250K -3,737 -42%
COI
1252
Capital One Investing
Virginia
$357K +$80.3K +1,200 +31%
TBNY
1253
Trustco Bank (New York)
New York
$356K -$6.69K -100 -2%
HA
1254
Harbor Advisors
Florida
$350K
MWP
1255
MYCIO Wealth Partners
Pennsylvania
$350K +$1.27K +19 +0.4%
LSPW
1256
Lake Street Private Wealth
Illinois
$348K +$332K +4,967 New
SVWAG
1257
Sound View Wealth Advisors Group
Georgia
$347K +$332K +4,958 New
CAM
1258
Claret Asset Management
Quebec, Canada
$345K
FAIM
1259
Financial Advocates Investment Management
Washington
$344K +$51.1K +764 +18%
TIA
1260
Tiemann Investment Advisors
California
$343K -$6.69K -100 -2%
SW
1261
SlateStone Wealth
Florida
$342K -$10.4K -155 -3%
LIC
1262
Lodestar Investment Counsel
Illinois
$342K -$10K -150 -3%
JMH
1263
J.M. Hartwell
New York
$341K +$325K +4,863 New
CCA
1264
Cobblestone Capital Advisors
New York
$340K -$1.61K -24 -0.5%
IOOF
1265
Independent Order of Foresters
Ontario, Canada
$338K -$22.1K -330 -6%
HFM
1266
Hartford Financial Management
Connecticut
$338K
ST
1267
Smithfield Trust
Pennsylvania
$334K -$2.48K -37 -0.8%
CC
1268
Cedar Capital
Illinois
$334K +$25.2K +377 +9%
VIP
1269
Vantage Investment Partners
Missouri
$331K -$9.23K -138 -3%
LSA
1270
L & S Advisors
California
$331K
LC
1271
LCNB Corp
Ohio
$330K -$1.07K -16 -0.3%
KJHP
1272
K.J. Harrison & Partners
Ontario, Canada
$330K +$26.8K +400 +9%
LCM
1273
Landscape Capital Management
New Jersey
$329K
SAM
1274
SP Asset Management
California
$328K -$394K -5,881 -56%
MFW
1275
Meristem Family Wealth
Minnesota
$325K

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.