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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
HFM
1501
Harvest Fund Management
China
$38K -$39.9K -587 -51%
BL
1502
Balentine LLC
Georgia
$37K
CBT
1503
Central Bank & Trust
Kentucky
$36K
MAM
1504
Marquette Asset Management
Minnesota
$36K
AF
1505
Arrow Financial
New York
$35K -$68K -1,000 -67%
HCM
1506
Horrell Capital Management
Arkansas
$35K
BCA
1507
Bray Capital Advisors
Florida
$34K
ATC
1508
Adirondack Trust Company
New York
$34K +$1.36K +20 +4%
GWAG
1509
Garrett Wealth Advisory Group
Texas
$33.4K +$32.9K +484 New
PWP
1510
Personal Wealth Partners
Minnesota
$33K +$6.33K +93 +24%
AWMS
1511
Advocacy Wealth Management Services
Georgia
$32K
CMBA
1512
C.M. Bidwell & Associates
Hawaii
$32K
LF
1513
Lee Financial
Texas
$32K
MCM
1514
McMillion Capital Management
North Carolina
$31K
SFG
1515
Sage Financial Group
Pennsylvania
$31K
TL
1516
TrueWealth LLC
Georgia
$31K
WC
1517
Whitnell & Co
Illinois
$30K
BWA
1518
BDO Wealth Advisors
Florida
$29K -$4.35K -64 -13%
CFD
1519
Creative Financial Designs
Indiana
$29K -$3.2K -47 -10%
PMFA
1520
Plante Moran Financial Advisors
Michigan
$27K +$3.13K +46 +14%
M
1521
MOTCO
Texas
$26K -$49K -721 -66%
LWM
1522
Lenox Wealth Management
Ohio
$26K
HR
1523
Howe & Rusling
New York
$25K
SIS
1524
Sound Income Strategies
Florida
$25K
NCM
1525
Nelson Capital Management
California
$24K -$154K -2,260 -87%

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.