We are live on ! Find out more
C icon

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
FSA
1276
Fort Sheridan Advisors
Illinois
$324K +$13K +195 +4%
KMWM
1277
Keudell/Morrison Wealth Management
Oregon
$323K
RT
1278
Rockland Trust
Massachusetts
$323K +$72.1K +1,077 +30%
HCM
1279
Highlander Capital Management
New Jersey
$321K -$66.9K -1,000 -18%
PCA
1280
Personal Capital Advisors
California
$321K -$12.5K -187 -4%
M
1281
Mirova
France
$319K
SCG
1282
Sonata Capital Group
Washington
$318K -$41.8K -625 -12%
XWM
1283
Xcel Wealth Management
Florida
$317K +$401 +6 +0.1%
GSWM
1284
Golden State Wealth Management
California
$316K -$10.9K -163 -3%
RCAG
1285
Rehmann Capital Advisory Group
Michigan
$316K +$7.76K +116 +3%
GI
1286
GS Investments
Minnesota
$315K
AC
1287
Almitas Capital
California
$315K
NAS
1288
Nicolet Advisory Services
Wisconsin
$315K
WT
1289
Washington Trust
Rhode Island
$315K +$301K +4,493 New
SYBT
1290
Stock Yards Bank & Trust
Kentucky
$314K -$64.8K -969 -18%
AFM
1291
Abbot Financial Management
Massachusetts
$314K -$6.69K -100 -2%
LWCFA
1292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$314K +$116K +1,740 +64%
PWPS
1293
Pinnacle Wealth Planning Services
Ohio
$313K +$30.4K +454 +11%
GAM
1294
Griffin Asset Management
New York
$311K +$70.7K +1,057 +31%
HC
1295
HNP Capital
New York
$309K +$49.9K +745 +20%
VRM
1296
Vectors Research Management
New York
$309K +$49.9K +745 +20%
HCA
1297
Heck Capital Advisors
Wisconsin
$309K +$10.7K +160 +4%
HPWM
1298
Highland Private Wealth Management
Washington
$307K +$72.6K +1,085 +33%
EH
1299
Employers Holdings
Nevada
$306K +$293K +4,375 New
AssetMark Inc
1300
AssetMark Inc
California
$302K -$55.8K -834 -16%

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.