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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
UIA
1301
UBP Investment Advisors
Switzerland
$301K -$58.5K -875 -17%
QAM
1302
QCI Asset Management
New York
$300K -$62.1K -928 -18%
BCA
1303
Berman Capital Advisors
Georgia
$300K +$63.6K +950 +28%
BPA
1304
Beacon Pointe Advisors
California
$300K +$287K +4,282 New
DACG
1305
Donor Advised Charitable Giving
California
$299K +$286K +4,270 New
QT
1306
Quantamental Technologies
New York
$297K -$425K -6,347 -60%
LDFR
1307
Lehman & Derafelo Financial Resources
Pennsylvania
$297K -$87K -1,300 -24%
CT
1308
Cambridge Trust
Massachusetts
$297K +$5.42K +81 +2%
AC
1309
Abbrea Capital
California
$296K +$26.9K +402 +11%
RBC
1310
Roble Belko & Company
Pennsylvania
$295K +$268K +4,000 +1,905%
GEA
1311
Glen Eagle Advisors
New Jersey
$294K
HHGA
1312
Halbert Hargrove Global Advisors
California
$293K +$280K +4,188 New
BHC
1313
Bowen Hanes & Co
Florida
$289K
PAG
1314
Pinnacle Advisory Group
Maryland
$288K
VDI
1315
Vaughan David Investments
Illinois
$288K +$19.1K +286 +7%
CPA
1316
Court Place Advisors
Maryland
$284K
BMC
1317
Beaton Management Company
Massachusetts
$284K +$10K +150 +4%
PGWM
1318
Parisi Gray Wealth Management
New Jersey
$283K -$65K -972 -19%
SWA
1319
Stratos Wealth Advisors
Ohio
$282K -$1.67K -25 -0.6%
NAM
1320
NTV Asset Management
West Virginia
$281K -$33.5K -500 -11%
LFA
1321
Landmark Financial Advisors
Kentucky
$281K
WPP
1322
Whalerock Point Partners
Rhode Island
$281K
GVAG
1323
Great Valley Advisor Group
Delaware
$281K +$48.7K +728 +22%
BA
1324
Birinyi Associates
Connecticut
$280K -$66.9K -1,000 -20%
GJIC
1325
Gamble Jones Investment Counsel
California
$280K

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.