We are live on ! Find out more
C icon

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
LJHT
1501
Laurie J. Hall Trustee
$40K
AWM
1502
Avior Wealth Management
Nebraska
$40K +$28.5K +426 +284%
AC
1503
Avestar Capital
New York
$39K +$134 +2 +0.3%
FNB
1504
Farmers National Bank
Kentucky
$38K
EWM
1505
Executive Wealth Management
Michigan
$38K +$201 +3 +0.6%
NCM
1506
Next Capital Management
New York
$38K +$36.1K +540 New
BL
1507
Balentine LLC
Georgia
$37K +$15.9K +237 +80%
CBT
1508
Central Bank & Trust
Kentucky
$36K
MAM
1509
Marquette Asset Management
Minnesota
$36K
ONST
1510
Old North State Trust
North Carolina
$36K
AOWM
1511
Alpha Omega Wealth Management
Virginia
$36K +$25K +373 +255%
HCM
1512
Horrell Capital Management
Arkansas
$35K
CFD
1513
Creative Financial Designs
Indiana
$35K +$134 +2 +0.4%
NIM
1514
NuWave Investment Management
New Jersey
$34K -$209K -3,119 -87%
BWA
1515
BDO Wealth Advisors
Florida
$34K -$14.2K -212 -30%
BCA
1516
Bray Capital Advisors
Florida
$34K +$23.4K +350 +257%
MAU
1517
MRA Associates USA
Arizona
$33.9K +$32.4K +484 New
ATC
1518
Adirondack Trust Company
New York
$33K
CMBA
1519
C.M. Bidwell & Associates
Hawaii
$33K
LF
1520
Lee Financial
Texas
$33K
TL
1521
TrueWealth LLC
Georgia
$32K -$8.1K -121 -21%
AWMS
1522
Advocacy Wealth Management Services
Georgia
$32K
NC
1523
NewSquare Capital
Pennsylvania
$32K
SFG
1524
Sage Financial Group
Pennsylvania
$32K
LFASL
1525
Lugano Financial Advisors SA (LFA)
Switzerland
$31K

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.