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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
PAI
1476
Pittenger & Anderson Inc
Nebraska
$59K -$78.7K -1,268 -57%
SGAM
1477
Smith Group Asset Management
Texas
$59K -$3.1K -50 -5%
HI
1478
Hudock Inc
Pennsylvania
$58K +$6.27K +101 +12%
FCMT
1479
Founders Capital Management (Texas)
Texas
$56K
DAM
1480
Delta Asset Management
Tennessee
$55K -$14.6K -235 -21%
TA
1481
TCG Advisors
Texas
$55K +$55.1K +887 New
SAM
1482
Strategy Asset Managers
California
$55K +$55.3K +890 New
BWP
1483
Baldwin Wealth Partners
Massachusetts
$54K
GTAM
1484
Global Trust Asset Management
Florida
$54K
TC
1485
Truvestments Capital
Florida
$53K +$53.2K +856 New
APW
1486
Acima Private Wealth
Virginia
$52K +$11.8K +190 +30%
ESB
1487
Essex Savings Bank
Connecticut
$52K +$26.4K +425 +103%
MSA
1488
Marino Stram & Associates
Massachusetts
$51K +$1.43K +23 +3%
CHP
1489
Cable Hill Partners
Oregon
$50K -$2.3K -37 -4%
SPL
1490
Smart Portfolios LLC
Washington
$50K -$435 -7 -0.9%
BAM
1491
Barrett Asset Management
New York
$49K -$9.94K -160 -17%
TIM
1492
Tortoise Investment Management
New York
$49K -$621 -10 -1%
OFW
1493
Omnia Family Wealth
Florida
$47K -$11K -177 -19%
TC
1494
Trust Company
Kansas
$47K
LWANC
1495
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K +$62 +1 +0.1%
HCM
1496
Hilton Capital Management
New York
$45K -$31.7K -510 -41%
SC
1497
Sawyer & Company
Massachusetts
$45K -$1.55K -25 -3%
BWA
1498
BDO Wealth Advisors
Florida
$44K -$68.2K -1,099 -61%
SCM
1499
Shelton Capital Management
Colorado
$43.7K -$2.83M -45,578 -94%
PW
1500
Price Wealth
Texas
$43K

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.