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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
PAG
1326
Pinnacle Advisory Group
Maryland
$256K -$435 -7 -0.2%
BHC
1327
Bowen Hanes & Co
Florida
$256K
RWM
1328
Ritholtz Wealth Management
New York
$255K -$4.59K -74 -2%
ZB
1329
Zions Bancorporation
Utah
$254K +$253K +4,076 New
CPA
1330
Court Place Advisors
Maryland
$253K
OGC
1331
Oak Grove Capital
New Hampshire
$252K -$36.2K -583 -13%
WAS
1332
WESPAC Advisors SoCal
California
$252K +$94.7K +1,525 +60%
SWA
1333
Stratos Wealth Advisors
Ohio
$252K +$252K +4,051 New
TPWA
1334
TRUE Private Wealth Advisors
Oregon
$251K -$128K -2,059 -34%
CPO
1335
Cerity Partners OCIO
New York
$250K
LFA
1336
Landmark Financial Advisors
Kentucky
$250K +$62 +1 +0%
JCM
1337
Jacobi Capital Management
Pennsylvania
$250K +$10K +161 +4%
WPP
1338
Whalerock Point Partners
Rhode Island
$250K +$249K +4,017 New
PWPS
1339
Pinnacle Wealth Planning Services
Ohio
$249K -$62.8K -1,012 -20%
GJIC
1340
Gamble Jones Investment Counsel
California
$249K
SLF
1341
Sun Life Financial
Ontario, Canada
$248K -$184K -2,967 -43%
BWM
1342
Buckley Wealth Management
Nevada
$247K +$246K +3,968 New
CCM
1343
Coldstream Capital Management
Washington
$246K +$246K +3,960 New
KPW
1344
Kore Private Wealth
New York
$245K
NCM
1345
Northside Capital Management
Oregon
$245K
RI
1346
Ridgewood Investments
New Jersey
$245K +$245K +3,939 New
BMC
1347
Beaton Management Company
Massachusetts
$243K
CCM
1348
Check Capital Management
California
$243K
COI
1349
Capital One Investing
Virginia
$243K +$242K +3,895 New
MCP
1350
Mirador Capital Partners
California
$242K -$51.3K -826 -18%

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.