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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
SFSIG
1376
San Francisco Sentry Investment Group
California
$219K -$1.43K -21 -0.7%
SIG
1377
Schaller Investment Group
North Carolina
$219K
BBA
1378
BLB&B Advisors
Pennsylvania
$218K -$9.79K -144 -4%
GLA
1379
Good Life Advisors
Pennsylvania
$218K +$15.7K +231 +8%
ECM
1380
EagleClaw Capital Management
Massachusetts
$217K
SRC
1381
Sage Rhino Capital
California
$217K +$2.18K +32 +1%
LIM
1382
Leavell Investment Management
Alabama
$217K +$214K +3,145 New
UWPG
1383
Ullmann Wealth Partners Group
Florida
$215K +$16.9K +249 +9%
RBFC
1384
Roman Butler Fullerton & Co
Missouri
$214K -$34.3K -504 -14%
CC
1385
Caxton Corporation
New Jersey
$214K +$211K +3,101 New
PWP
1386
Principle Wealth Partners
Connecticut
$212K +$9.05K +133 +5%
DWA
1387
Douglass Winthrop Advisors
New York
$210K
CFG
1388
Cooper Financial Group
California
$210K +$207K +3,040 New
SLA
1389
Silver Lake Advisory
Utah
$209K +$206K +3,023 New
ZB
1390
Zions Bancorporation
Utah
$207K -$33.7K -496 -14%
BW
1391
Bison Wealth
Georgia
$207K -$28K -412 -12%
I
1392
INVST
Indiana
$206K +$4.83K +71 +2%
LCM
1393
Logan Capital Management
Pennsylvania
$205K
KJHP
1394
K.J. Harrison & Partners
Ontario, Canada
$204K -$119K -1,755 -37%
NCM
1395
Noesis Capital Mangement
Florida
$204K -$3.4K -50 -2%
BCA
1396
Bay Colony Advisors
Massachusetts
$204K +$201K +2,956 New
WWM
1397
Windsor Wealth Management
Indiana
$204K +$210K +3,083 New
TC
1398
Truvestments Capital
Florida
$201K +$204 +3 +0.1%
IA
1399
Independence Advisors
Pennsylvania
$200K +$197K +2,889 New
SWA
1400
Sutton Wealth Advisors
Florida
$200K +$748 +11 +0.4%

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.