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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
AIM
1351
Advantage Investment Management
Iowa
$242K +$22.9K +337 +11%
VDI
1352
Vaughan David Investments
Illinois
$241K -$42.5K -625 -15%
KPW
1353
Kore Private Wealth
New York
$241K +$1.77K +26 +0.7%
DBT
1354
Dubuque Bank & Trust
Iowa
$240K -$15.6K -229 -6%
PB
1355
Pinnacle Bancorp
Nebraska
$240K -$5.58K -82 -2%
RWA
1356
Redhawk Wealth Advisors
Minnesota
$239K +$236K +3,463 New
JSL
1357
JT Stratford LLC
Georgia
$238K
FNT
1358
First Nebraska Trust
Nebraska
$237K +$18.4K +270 +9%
11A
1359
10-15 Associates
New York
$237K -$9.66K -142 -4%
FCM
1360
FJ Capital Management
Virginia
$237K +$204K +3,000 New
PFBT
1361
Parkside Financial Bank & Trust
Missouri
$234K -$7.62K -112 -3%
WAP
1362
Wealthcare Advisory Partners
Pennsylvania
$234K +$41.7K +613 +22%
EW
1363
Evoke Wealth
California
$233K +$230K +3,375 New
BFO
1364
Biltmore Family Office
North Carolina
$232K -$10.1K -149 -4%
TTWM
1365
TCV Trust & Wealth Management
Virginia
$230K -$19.9K -292 -8%
AF
1366
Allworth Financial
California
$230K -$13.2K -194 -6%
SG
1367
StoneX Group
New York
$230K +$1.56K +23 +0.7%
WCM
1368
WealthBridge Capital Management
Ohio
$230K +$226K +3,327 New
PRC
1369
Pearl River Capital
Michigan
$229K +$226K +3,319 New
CBFP
1370
Cedar Brook Financial Partners
Ohio
$228K -$21.7K -319 -9%
RFN
1371
RDA Financial Network
Iowa
$227K -$12.5K -184 -6%
RMAM
1372
Raab & Moskowitz Asset Management
New Jersey
$227K
CPIG
1373
Chicago Partners Investment Group
Illinois
$225K +$212K +3,116 New
FI
1374
FormulaFolio Investments
Michigan
$225K +$221K +3,252 New
RWP
1375
RWA Wealth Partners
Massachusetts
$220K +$217K +3,185 New

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.