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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
TIA
1276
Tiemann Investment Advisors
California
$311K +$69.2K +1,115 +29%
MWP
1277
MYCIO Wealth Partners
Pennsylvania
$310K +$1.93K +31 +0.6%
KMWM
1278
Keudell/Morrison Wealth Management
Oregon
$309K +$308K +4,964 New
CAM
1279
Claret Asset Management
Quebec, Canada
$307K -$248 -4 -0.1%
BWFA
1280
Baltimore-Washington Financial Advisors
Maryland
$306K +$306K +4,926 New
VIP
1281
Vantage Investment Partners
Missouri
$303K
CCA
1282
Cobblestone Capital Advisors
New York
$303K +$303K +4,874 New
PP
1283
PagnatoKarp Partners
Virginia
$301K -$1.12K -18 -0.4%
TAM
1284
Trust Asset Management
Texas
$301K
HWA
1285
Heritage Wealth Advisors
Virginia
$301K +$286K +4,600 +670%
HFM
1286
Hartford Financial Management
Connecticut
$300K
WAG
1287
Winthrop Advisory Group
Massachusetts
$300K +$497 +8 +0.2%
OMC
1288
Old Mission Capital
Illinois
$299K +$298K +4,800 New
ST
1289
Sentinel Trust
Texas
$298K -$2.29M -36,841 -88%
ST
1290
Smithfield Trust
Pennsylvania
$298K -$310 -5 -0.1%
PCA
1291
Personal Capital Advisors
California
$297K +$18.4K +296 +7%
SVWA
1292
Sound View Wealth Advisors
Georgia
$294K -$14.1K -227 -5%
LC
1293
LCNB Corp
Ohio
$294K
LSA
1294
L & S Advisors
California
$294K
LCM
1295
Landscape Capital Management
New Jersey
$292K -$15.3K -247 -5%
ABC
1296
Associated Banc-Corp
Wisconsin
$292K +$35.3K +568 +14%
GSWM
1297
Golden State Wealth Management
California
$291K +$290K +4,677 New
MFW
1298
Meristem Family Wealth
Minnesota
$289K +$6.52K +105 +2%
TST
1299
Tech Square Trading
Massachusetts
$288K +$288K +4,632 New
AFM
1300
Abbot Financial Management
Massachusetts
$286K -$9.31K -150 -3%

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.