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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
SWP
1451
Strategic Wealth Partners
Ohio
$84K -$786K -11,557 -81%
FCB
1452
First Command Bank
Texas
$83K -$7.69K -113 -9%
FCFS
1453
First Command Financial Services
Texas
$83K -$7.69K -113 -9%
OSNBOA
1454
Old Second National Bank of Aurora
Illinois
$83K
AWM
1455
AllSquare Wealth Management
New York
$81K -$6.8K -100 -8%
BG
1456
Bollard Group
Massachusetts
$80K +$612 +9 +0.8%
BWM
1457
Baystate Wealth Management
Massachusetts
$79K +$34.6K +509 +80%
FGAM
1458
Financial Gravity Asset Management
Texas
$77K -$9.73K -143 -11%
EARNEST Partners
1459
EARNEST Partners
Georgia
$77K
ME
1460
McIlrath & Eck
Washington
$75K -$6.6K -97 -8%
GWS
1461
Glassman Wealth Services
Virginia
$74K -$6.39K -94 -8%
MSFP
1462
Mark Sheptoff Financial Planning
Connecticut
$74K
KPCM
1463
Kings Point Capital Management
New York
$74K +$30.5K +448 +72%
CIAS
1464
Capital Investment Advisory Services
North Carolina
$72K -$12.8K -188 -15%
JFA
1465
JNBA Financial Advisors
Minnesota
$72K
DAM
1466
Delta Asset Management
Tennessee
$70K +$9.32K +137 +16%
SMFG
1467
Sumitomo Mitsui Financial Group
Japan
$69K +$68K +1,000 New
CYG
1468
Clean Yield Group
Vermont
$68K
AIC
1469
Ayalon Insurance Company
Israel
$66K
FPS
1470
Fieldpoint Private Securities
Connecticut
$64K -$3.74K -55 -6%
APW
1471
Acima Private Wealth
Virginia
$64K +$7.48K +110 +13%
BAM
1472
Barrett Asset Management
New York
$62K
FCMT
1473
Founders Capital Management (Texas)
Texas
$62K
GTAM
1474
Global Trust Asset Management
Florida
$60K
CB
1475
Community Bank
New York
$59K -$11.9K -175 -17%

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.