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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
SGAM
1476
Smith Group Asset Management
Texas
$59K -$5.44K -80 -9%
BWP
1477
Baldwin Wealth Partners
Massachusetts
$59K
TIM
1478
Tortoise Investment Management
New York
$58K
HI
1479
Hudock Inc
Pennsylvania
$57K -$7.75K -114 -12%
HCA
1480
Horan Capital Advisors
Ohio
$55K +$54K +794 New
GT
1481
Glenmede Trust
Pennsylvania
$52.6K +$3.1M +45,571 +6%
PW
1482
Price Wealth
Texas
$52K
SIAP
1483
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K
TC
1484
Trust Company
Kansas
$52K
BCI
1485
Brinker Capital Investments
Pennsylvania
$49K -$61.2K -900 -56%
SC
1486
Sawyer & Company
Massachusetts
$49K -$1.29K -19 -3%
ST
1487
Sageworth Trust
Pennsylvania
$48K
LWANC
1488
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K +$3.2K +47 +7%
FPFS
1489
First Personal Financial Services
North Carolina
$47K -$6.94K -102 -13%
PHK
1490
Point72 Hong Kong
Hong Kong
$44K +$43.3K +637 New
AA
1491
Advisory Alpha
Michigan
$44K +$44.3K +652 New
LWM
1492
Liberty Wealth Management
California
$43K -$56.3K -827 -57%
CI
1493
CX Institutional
Indiana
$43K +$1.09K +16 +3%
AWM
1494
Avior Wealth Management
Nebraska
$42K +$2.79K +41 +7%
DOA
1495
D'Orazio & Associates
Virginia
$41K -$5.51K -81 -12%
CWM
1496
Cranbrook Wealth Management
Michigan
$41K
THWM
1497
Taylor Hoffman Wealth Management
Virginia
$41K
CQS
1498
Credential Qtrade Securities
$39.5K
LFG
1499
Larson Financial Group
Missouri
$39K -$1.43K -21 -4%
LJHT
1500
Laurie J. Hall Trustee
$39K

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.