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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
VCWA
1326
Vanguard Capital Wealth Advisors
Colorado
$274K
GCP
1327
GSA Capital Partners
United Kingdom
$273K -$248K -3,647 -48%
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$273K -$68K -1,000 -20%
PGWM
1329
Parisi Gray Wealth Management
New Jersey
$272K -$7.07K -104 -3%
SMFS
1330
Squar Milner Financial Services
California
$271K -$149K -2,186 -26%
CCM
1331
Check Capital Management
California
$269K
CPA
1332
Court Place Advisors
Maryland
$267K -$13.6K -200 -5%
LWCFA
1333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K -$42.8K -629 -14%
XSC
1334
X-Square Capital
Puerto Rico
$258K +$254K +3,732 New
QI
1335
Qtron Investments
Massachusetts
$257K -$466K -6,853 -65%
MS
1336
Mizuho Securities
Japan
$256K +$102K +1,500 +68%
RA
1337
Rational Advisors
New York
$255K -$246K -3,614 -49%
CWS
1338
Cypress Wealth Services
California
$254K +$1.22K +18 +0.5%
EA
1339
Emerald Advisers
Pennsylvania
$253K -$192K -2,830 -44%
CWP
1340
Capital Wealth Planning
Florida
$253K +$238K +3,502 New
GAM
1341
Gould Asset Management
California
$249K +$245K +3,599 New
CF
1342
Corrigan Financial
Rhode Island
$247K +$68 +1 +0%
HCM
1343
Highlander Capital Management
New Jersey
$247K -$69K -1,015 -22%
RA
1344
RFG Advisory
Alabama
$247K +$32.2K +474 +15%
MA
1345
Montag & Associates
Georgia
$246K -$7.21K -106 -3%
CAG
1346
Crestwood Advisors Group
Massachusetts
$246K +$37.8K +555 +18%
PCM
1347
Pointe Capital Management
Michigan
$246K +$242K +3,555 New
DACG
1348
Donor Advised Charitable Giving
California
$245K -$49.3K -725 -17%
EHWM
1349
Eads & Heald Wealth Management
Georgia
$244K +$20.8K +306 +9%
SCA
1350
Sage Capital Advisors
South Dakota
$242K

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.