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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
FCMT
1476
Founders Capital Management (Texas)
Texas
$63K
BAM
1477
Barrett Asset Management
New York
$63K +$7.7K +115 +15%
DAM
1478
Delta Asset Management
Tennessee
$62K
BWP
1479
Baldwin Wealth Partners
Massachusetts
$61K
GTAM
1480
Global Trust Asset Management
Florida
$61K
CAGAS
1481
Capital Advisory Group Advisory Services
Minnesota
$61K +$49.8K +744 +577%
TIM
1482
Tortoise Investment Management
New York
$59K +$3.01K +45 +6%
APW
1483
Acima Private Wealth
Virginia
$58K
FPFS
1484
First Personal Financial Services
North Carolina
$55K -$17.7K -265 -25%
SIAP
1485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K -$174K -2,600 -78%
PW
1486
Price Wealth
Texas
$53K +$4.01K +60 +9%
TC
1487
Trust Company
Kansas
$52K
SC
1488
Sawyer & Company
Massachusetts
$51K
GT
1489
Glenmede Trust
Pennsylvania
$50.1K +$3.89M +58,118 +9%
HCM
1490
Hilton Capital Management
New York
$50K
ST
1491
Sageworth Trust
Pennsylvania
$48K -$75.9K -1,135 -62%
DOA
1492
D'Orazio & Associates
Virginia
$47K +$268 +4 +0.6%
LWANC
1493
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K -$6.16K -92 -12%
BWM
1494
Baystate Wealth Management
Massachusetts
$45K +$33.5K +501 +377%
KPCM
1495
Kings Point Capital Management
New York
$44K
CI
1496
CX Institutional
Indiana
$43K -$28K -418 -41%
CWM
1497
Cranbrook Wealth Management
Michigan
$42K
LFG
1498
Larson Financial Group
Missouri
$41K -$2.01K -30 -5%
THWM
1499
Taylor Hoffman Wealth Management
Virginia
$41K
CQS
1500
Credential Qtrade Securities
$40.1K

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.