We are live on ! Find out more
C icon

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
OWD
1501
Osborn Williams & Donohoe
Ohio
$43K +$40.1K +645 New
DOA
1502
D'Orazio & Associates
Virginia
$42K +$5.59K +90 +15%
SIM
1503
Sonora Investment Management
Arizona
$42K +$7.95K +128 +23%
AA
1504
Advisory Alpha
Michigan
$41K +$37.7K +607 New
HCA
1505
Horan Capital Advisors
Ohio
$41K +$40.6K +654 New
GT
1506
Glenmede Trust
Pennsylvania
$40.9K +$36.2M +582,152 +777%
KPCM
1507
Kings Point Capital Management
New York
$39K -$7.7K -124 -17%
LFG
1508
Larson Financial Group
Missouri
$38K +$2.92K +47 +8%
SIS
1509
Sound Income Strategies
Florida
$38K +$12.7K +205 +50%
AIA
1510
Alera Investment Advisors
Illinois
$38K +$13K +209 +52%
CWM
1511
Cranbrook Wealth Management
Michigan
$37K
THWM
1512
Taylor Hoffman Wealth Management
Virginia
$37K
TL
1513
TrueWealth LLC
Georgia
$36K
CQS
1514
Credential Qtrade Securities
$35.6K -$36.8K -593 -51%
LJHT
1515
Laurie J. Hall Trustee
$35K
FNB
1516
Farmers National Bank
Kentucky
$34K +$33.9K +546 New
EWM
1517
Executive Wealth Management
Michigan
$33K -$15.8K -254 -32%
ATC
1518
Adirondack Trust Company
New York
$33K -$1.86K -30 -6%
AC
1519
Avestar Capital
New York
$33K +$9.81K +158 +35%
PWM
1520
PRW Wealth Management
Massachusetts
$32K -$9.81K -158 -24%
CBT
1521
Central Bank & Trust
Kentucky
$32K
MAM
1522
Marquette Asset Management
Minnesota
$32K +$31.9K +514 New
HCM
1523
Horrell Capital Management
Arkansas
$31K
ONST
1524
Old North State Trust
North Carolina
$31K
CFD
1525
Creative Financial Designs
Indiana
$30K +$4.59K +74 +18%

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.