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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
CWM
1426
Cedar Wealth Management
California
$128K
TF
1427
Tompkins Financial
New York
$123K -$113K -1,690 -49%
EIP
1428
Ellis Investment Partners
Pennsylvania
$123K +$117K +1,742 New
MCM
1429
MV Capital Management
Maryland
$121K +$6.29K +94 +6%
EFSCE
1430
Enterprise Financial Services Corp (EFSC)
Missouri
$117K +$8.43K +126 +8%
JPLA
1431
Joseph P. Lucia & Associates
New York
$114K -$6.67M -99,723 -98%
BCI
1432
Brinker Capital Investments
Pennsylvania
$113K +$32.5K +486 +43%
SIAS
1433
Shine Investment Advisory Services
Colorado
$110K -$28.4K -425 -21%
GAM
1434
Gemmer Asset Management
California
$110K -$3.21K -48 -3%
TFGT
1435
TS Financial Group (TSFG)
Illinois
$109K +$201 +3 +0.2%
IF
1436
Ironwood Financial
Arizona
$107K
WPA
1437
West Paces Advisors
Georgia
$106K
SAM
1438
Sycomore Asset Management
France
$106K +$26.8K +400 +36%
AF
1439
Arrow Financial
New York
$105K
CFG
1440
CKW Financial Group
Hawaii
$105K
VNA
1441
Valley National Advisers
Pennsylvania
$104K -$5.49K -82 -5%
LWM
1442
Liberty Wealth Management
California
$101K +$20.7K +309 +27%
CBT
1443
Capital Bank & Trust
California
$100K -$54.3K -811 -36%
CHC
1444
City Holding Co
West Virginia
$100K -$1.34K -20 -1%
FFC
1445
First Financial Corp
Indiana
$93K -$3.48K -52 -4%
PCM
1446
Princeton Capital Management
New Jersey
$93K +$67 +1 +0.1%
ESB
1447
Essex Savings Bank
Connecticut
$93K +$32.5K +485 +58%
BWM
1448
BerganKDV Wealth Management
Minnesota
$92K
FCB
1449
First Command Bank
Texas
$92K
FCFS
1450
First Command Financial Services
Texas
$92K

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.