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Citigroup

1,749 hedge funds and large institutions have $134B invested in Citigroup in 2019 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 604 increasing their positions, 687 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 70

25% more funds holding in top 10

Funds holding in top 10: 123154 (+31)

13% more capital invested

Capital invested by funds: $118B → $134B (+$15.9B)

9% more funds holding

Funds holding: 1,6001,749 (+149)

1.06% more ownership

Funds ownership: 75.9%76.96% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 687

34% less call options, than puts

Call options by funds: $3.17B | Put options by funds: $4.81B

Holders
1,749
Holders Change
+149
Holders Change %
+9.31%
% of All Funds
34.46%
Holding in Top 10
154
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.2%
% of All Funds
3.03%
New
248
Increased
604
Reduced
687
Closed
70
Calls
$3.17B
Puts
$4.81B
Net Calls
-$1.64B
Net Calls Change
-$603M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
1401
Hayden Royal
North Carolina
$283K -$97.5K -1,319 -27%
DACG
1402
Donor Advised Charitable Giving
California
$283K
BFO
1403
Biltmore Family Office
North Carolina
$283K +$14K +189 +6%
RA
1404
RFG Advisory
Alabama
$282K -$3.18K -43 -1%
11A
1405
10-15 Associates
New York
$282K +$7.17K +97 +3%
PTP
1406
Platform Technology Partners
New York
$282K +$261K +3,528 New
LFA
1407
Landmark Financial Advisors
Kentucky
$281K -$36.7K -497 -12%
SCA
1408
Sage Capital Advisors
South Dakota
$280K
JSL
1409
JT Stratford LLC
Georgia
$280K +$4.58K +62 +2%
ATFA
1410
All Terrain Financial Advisors
Minnesota
$279K -$222K -3,002 -46%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$278K +$7.17K +97 +3%
EHWM
1412
Eads & Heald Wealth Management
Georgia
$277K -$4.36K -59 -2%
HA
1413
HYA Advisors
Missouri
$277K +$256K +3,468 New
CAG
1414
Crestwood Advisors Group
Massachusetts
$275K -$8.87K -120 -3%
VDI
1415
Vaughan David Investments
Illinois
$275K -$3.84K -52 -1%
FNT
1416
First Nebraska Trust
Nebraska
$274K
FCM
1417
FJ Capital Management
Virginia
$274K
CF
1418
Corrigan Financial
Rhode Island
$274K -$11.2K -152 -4%
SCM
1419
Spreng Capital Management
Ohio
$271K +$251K +3,400 New
SG
1420
StoneX Group
New York
$269K +$2.14K +29 +0.9%
DBT
1421
Dubuque Bank & Trust
Iowa
$268K -$9.01K -122 -4%
LIM
1422
Leavell Investment Management
Alabama
$267K +$14.8K +200 +6%
TTWM
1423
TCV Trust & Wealth Management
Virginia
$266K
WCM
1424
WealthBridge Capital Management
Ohio
$264K -$1.4K -19 -0.6%
HCM
1425
Howland Capital Management
Massachusetts
$263K -$211K -2,856 -46%

C Hedge Fund Activity: Q4 2019 in Review

1,749 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2019, worth a combined $134B — up 13% from $118B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new C positions and 70 closed out — a net gain of 178 holders — while 604 added to existing stakes and 687 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $621M. The largest seller was T. Rowe Price Associates, cutting an estimated $807M.

  • 1,749 institutional investors held Citigroup (C) as of Q4 2019, up from 1,600 in Q3 2019.
  • Funds reported $134B of Citigroup stock for Q4 2019, up 13% quarter-over-quarter.
  • 248 funds opened new Citigroup positions in Q4 2019 and 70 closed out, a net change of +178 holders.
  • The largest Citigroup buyer in Q4 2019 was GQG Partners, an estimated $621M added.
  • The largest Citigroup seller in Q4 2019 was T. Rowe Price Associates, an estimated $807M sold.

Based on aggregated 13F filings for Q4 2019.