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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
LDFR
1301
Lehman & Derafelo Financial Resources
Pennsylvania
$302K +$13.9K +205 +5%
NAS
1302
Nicolet Advisory Services
Wisconsin
$301K -$9.05K -133 -3%
RT
1303
Rockland Trust
Massachusetts
$299K -$9.12K -134 -3%
CBTWT
1304
Community Bank & Trust (Waco, Texas)
Texas
$297K +$293K +4,305 New
FAIM
1305
Financial Advocates Investment Management
Washington
$296K -$42.8K -629 -13%
RBC
1306
Roble Belko & Company
Pennsylvania
$291K +$68 +1 +0%
CASB
1307
Cape Ann Savings Bank
Massachusetts
$290K +$52K +765 +22%
GEA
1308
Glen Eagle Advisors
New Jersey
$289K -$680 -10 -0.2%
KWM
1309
Kingsview Wealth Management
Oregon
$289K -$843K -12,390 -75%
NCM
1310
Northside Capital Management
Oregon
$289K +$17.2K +253 +6%
IA
1311
IFG Advisory
Georgia
$288K -$69.4K -1,020 -20%
BHC
1312
Bowen Hanes & Co
Florida
$285K
PNC
1313
Park National Corp
Ohio
$283K +$39.2K +577 +16%
HHGA
1314
Halbert Hargrove Global Advisors
California
$282K -$6.8K -100 -2%
RI
1315
Ridgewood Investments
New Jersey
$282K +$9.93K +146 +4%
BMC
1316
Beaton Management Company
Massachusetts
$281K +$612 +9 +0.2%
JT
1317
Jump Trading
Illinois
$278K +$274K +4,029 New
CAM
1318
Claret Asset Management
Quebec, Canada
$277K -$62.8K -923 -19%
SWA
1319
Stratos Wealth Advisors
Ohio
$277K -$816 -12 -0.3%
LFA
1320
Landmark Financial Advisors
Kentucky
$277K
NAM
1321
NTV Asset Management
West Virginia
$277K
WPP
1322
Whalerock Point Partners
Rhode Island
$277K
GJIC
1323
Gamble Jones Investment Counsel
California
$276K
JCM
1324
Jacobi Capital Management
Pennsylvania
$275K +$544 +8 +0.2%
CC
1325
Centiva Capital
New York
$274K -$2.46M -36,203 -90%

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.