We are live on ! Find out more
C icon

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
SWA
1401
Sutton Wealth Advisors
Florida
$202K
UWPG
1402
Ullmann Wealth Partners Group
Florida
$200K +$191K +2,860 New
TRCT
1403
Tower Research Capital (TRC)
New York
$198K -$1.7M -25,393 -90%
RTC
1404
Riverview Trust Company
Washington
$196K
WAP
1405
Wealthcare Advisory Partners
Pennsylvania
$195K +$99.3K +1,484 +115%
BDWM
1406
Brewin Dolphin Wealth Management
Ireland
$194K +$100K +1,500 +118%
FANJ
1407
Financial Architects (New Jersey)
New Jersey
$194K -$881K -13,169 -83%
NCM
1408
Nelson Capital Management
California
$182K +$13.4K +200 +8%
BRC
1409
Bell Rock Capital
Delaware
$169K -$124K -1,853 -44%
BCWM
1410
Bartlett & Co Wealth Management
Ohio
$159K +$136K +2,027 +831%
BC
1411
Bartlett & Co
Ohio
$159K +$136K +2,027 +831%
PFSC
1412
Peoples Financial Services Corp
Pennsylvania
$154K
MS
1413
Mizuho Securities
Japan
$154K +$26.8K +400 +22%
AIP
1414
Almanack Investment Partners
Pennsylvania
$151K +$145K +2,162 New
VLKIM
1415
Van Lanschot Kempen Investment Management
Netherlands
$151K +$26.1K +390 +22%
IFAM
1416
Institutional & Family Asset Management
Colorado
$142K +$10.4K +156 +8%
TAIM
1417
TD Ameritrade Investment Management
Nebraska
$142K +$133K +1,988 +5,097%
BFC
1418
Bedel Financial Consulting
Indiana
$138K
FMII
1419
Farmers & Merchants Investments Inc
Nebraska
$135K +$4.01K +60 +3%
TWA
1420
TCI Wealth Advisors
Arizona
$133K -$4.68K -70 -4%
SIM
1421
Sonora Investment Management
Arizona
$133K +$81K +1,210 +177%
SLF
1422
Sun Life Financial
Ontario, Canada
$132K -$141K -2,104 -53%
SBL
1423
Sargent Bickham Lagudis
Colorado
$131K -$14.7K -220 -11%
FNBOSM
1424
First National Bank of South Miami
Florida
$131K +$5.55K +83 +5%
PFGIA
1425
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$4.62K +69 +4%

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.