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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
HR
1251
Hayden Royal
North Carolina
$342K +$80.9K +1,189 +32%
WAG
1252
Winthrop Advisory Group
Massachusetts
$340K -$19.5K -286 -5%
TIA
1253
Tiemann Investment Advisors
California
$339K
WCM
1254
Weik Capital Management
Pennsylvania
$337K -$18.7K -275 -5%
C
1255
Cerebellum
California
$335K +$329K +4,844 New
FCA
1256
FLC Capital Advisors
California
$333K -$53.2K -782 -14%
KMWM
1257
Keudell/Morrison Wealth Management
Oregon
$333K -$9.59K -141 -3%
HFM
1258
Hartford Financial Management
Connecticut
$333K
CT
1259
Cambridge Trust
Massachusetts
$332K +$38.4K +565 +13%
FA
1260
Faithward Advisors
Pennsylvania
$331K +$325K +4,785 New
SDWMA
1261
Schneider Downs Wealth Management Advisors
Pennsylvania
$328K +$102K +1,500 +46%
VIP
1262
Vantage Investment Partners
Missouri
$327K
SAM
1263
SP Asset Management
California
$326K +$2.38K +35 +0.7%
FSA
1264
Fort Sheridan Advisors
Illinois
$326K +$6.8K +100 +2%
RCAG
1265
Rehmann Capital Advisory Group
Michigan
$326K +$14.1K +207 +5%
BBI
1266
Baxter Bros Inc
Connecticut
$325K -$60.3K -887 -16%
CCM
1267
Coldstream Capital Management
Washington
$325K -$45K -662 -12%
FA
1268
Fortis Advisors
Pennsylvania
$324K -$44.6K -655 -12%
GSWM
1269
Golden State Wealth Management
California
$324K +$12K +176 +4%
PWPS
1270
Pinnacle Wealth Planning Services
Ohio
$323K +$15.3K +225 +5%
AssetMark Inc
1271
AssetMark Inc
California
$321K +$22.9K +337 +8%
AC
1272
Abbrea Capital
California
$319K +$27.2K +400 +9%
CPO
1273
Cerity Partners OCIO
New York
$317K +$42.2K +620 +16%
KA
1274
Kovack Advisors
Florida
$317K +$45.1K +663 +17%
PCM
1275
Prelude Capital Management
New York
$317K +$312K +4,591 New

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.