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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
JCM
1326
Jacobi Capital Management
Pennsylvania
$279K -$2.54K -38 -0.9%
VCWA
1327
Vanguard Capital Wealth Advisors
Colorado
$278K -$100K -1,500 -27%
CPO
1328
Cerity Partners OCIO
New York
$278K -$3.15K -47 -1%
BWM
1329
Buckley Wealth Management
Nevada
$276K -$1.67K -25 -0.6%
RI
1330
Ridgewood Investments
New Jersey
$276K
EWA
1331
EP Wealth Advisors
California
$276K +$264K +3,940 New
NCM
1332
Northside Capital Management
Oregon
$275K
KA
1333
Kovack Advisors
Florida
$275K +$40.5K +606 +18%
RWM
1334
Ritholtz Wealth Management
New York
$274K -$11.8K -177 -4%
CCM
1335
Check Capital Management
California
$273K
GP
1336
Girard Partners
Pennsylvania
$273K +$13.1K +196 +5%
HIIFS
1337
Harel Insurance Investments & Financial Services
Israel
$269K -$23.8M -355,114 -99%
HR
1338
Hayden Royal
North Carolina
$269K +$3.88K +58 +2%
DBT
1339
Dubuque Bank & Trust
Iowa
$260K +$45.6K +681 +23%
PWLP
1340
Prio Wealth Limited Partnership
Massachusetts
$258K -$4.48K -67 -2%
WP
1341
WMS Partners
Maryland
$258K +$31.3K +468 +15%
MA
1342
Montag & Associates
Georgia
$257K -$192K -2,875 -44%
CWS
1343
Cypress Wealth Services
California
$256K -$2.61K -39 -1%
MCP
1344
Mirador Capital Partners
California
$255K -$16.8K -251 -6%
OC
1345
Oakworth Capital
Alabama
$254K -$44.7K -668 -16%
TTWM
1346
TCV Trust & Wealth Management
Virginia
$254K
CBFP
1347
Cedar Brook Financial Partners
Ohio
$254K +$5.89K +88 +2%
RBFC
1348
Roman Butler Fullerton & Co
Missouri
$253K -$11.3K -169 -4%
SCA
1349
Sage Capital Advisors
South Dakota
$251K
JA
1350
JOYN Advisors
Georgia
$251K +$258K +3,855 New

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.