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Citigroup

1,617 hedge funds and large institutions have $112B invested in Citigroup in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 609 increasing their positions, 652 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

17% more capital invested

Capital invested by funds: $95.3B → $112B (+$16.3B)

15% more funds holding in top 10

Funds holding in top 10: 107123 (+16)

1.35% more ownership

Funds ownership: 75.3%76.65% (+1.3%)

1% more funds holding

Funds holding: 1,5991,617 (+18)

7% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 652

25% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.39B

Holders
1,617
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
34.99%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
2.66%
New
152
Increased
609
Reduced
652
Closed
108
Calls
$2.53B
Puts
$3.39B
Net Calls
-$852M
Net Calls Change
-$851M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1451
Wealthcare Advisory Partners
Pennsylvania
$81K -$18.7K -301 -19%
BDWM
1452
Brewin Dolphin Wealth Management
Ireland
$79.2K -$18.6K -300 -19%
MSFP
1453
Mark Sheptoff Financial Planning
Connecticut
$79K -$1.55K -25 -2%
CAL
1454
Capital Advisors Ltd
Ohio
$78K
FGAM
1455
Financial Gravity Asset Management
Texas
$77K +$74.3K +1,196 New
BAM
1456
Bruderman Asset Management
New York
$76K -$12.3K -198 -14%
EARNEST Partners
1457
EARNEST Partners
Georgia
$76K
CIAS
1458
Capital Investment Advisory Services
North Carolina
$76K +$3.1K +50 +4%
WCG
1459
Weaver Consulting Group
California
$76K +$70.4K +1,134 New
OSNBOA
1460
Old Second National Bank of Aurora
Illinois
$75K -$2.48K -40 -3%
HFM
1461
Harvest Fund Management
China
$75K +$38.5K +620 +106%
M
1462
MOTCO
Texas
$74K +$34K +548 +84%
ME
1463
McIlrath & Eck
Washington
$73K +$2.55K +41 +4%
BG
1464
Bollard Group
Massachusetts
$71K +$497 +8 +0.7%
LWM
1465
Liberty Wealth Management
California
$70K -$16K -258 -19%
BCI
1466
Brinker Capital Investments
Pennsylvania
$70K +$25.7K +414 +58%
SAM
1467
Sycomore Asset Management
France
$68K -$149K -2,400 -69%
GWS
1468
Glassman Wealth Services
Virginia
$66K +$59.7K +961 +942%
FPFS
1469
First Personal Financial Services
North Carolina
$65K -$63.6K -1,024 -49%
JFA
1470
JNBA Financial Advisors
Minnesota
$65K
CB
1471
Community Bank
New York
$64K +$7.76K +125 +14%
CI
1472
CX Institutional
Indiana
$64K +$63.7K +1,025 New
CCM
1473
Cribstone Capital Management
Maine
$63K -$12.5K -202 -17%
AIC
1474
Ayalon Insurance Company
Israel
$62K
AP
1475
Arlington Partners
Alabama
$60K

C Hedge Fund Activity: Q1 2019 in Review

1,617 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2019, worth a combined $112B — up 17% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new C positions and 108 closed out — a net gain of 44 holders — while 609 added to existing stakes and 652 trimmed.

The largest buyer was Bank of America, adding an estimated $779M. The largest seller was BlackRock, cutting an estimated $674M.

  • 1,617 institutional investors held Citigroup (C) as of Q1 2019, up from 1,599 in Q4 2018.
  • Funds reported $112B of Citigroup stock for Q1 2019, up 17% quarter-over-quarter.
  • 152 funds opened new Citigroup positions in Q1 2019 and 108 closed out, a net change of +44 holders.
  • The largest Citigroup buyer in Q1 2019 was Bank of America, an estimated $779M added.
  • The largest Citigroup seller in Q1 2019 was BlackRock, an estimated $674M sold.

Based on aggregated 13F filings for Q1 2019.