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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
CMBA
1526
C.M. Bidwell & Associates
Hawaii
$29K -$361K -5,815 -93%
HR
1527
Howe & Rusling
New York
$29K -$2.11K -34 -7%
AWMS
1528
Advocacy Wealth Management Services
Georgia
$29K
NC
1529
NewSquare Capital
Pennsylvania
$29K
LF
1530
Lee Financial
Texas
$29K +$6.46K +104 +28%
FRA
1531
Front Row Advisors
California
$28K -$1.74K -28 -6%
SFG
1532
Sage Financial Group
Pennsylvania
$28K
HGWM
1533
Harvest Group Wealth Management
Massachusetts
$28K +$28.1K +453 New
CF
1534
Centaurus Financial
California
$27.5K +$51.9K +835 +95%
WC
1535
Whitnell & Co
Illinois
$27K
LFASL
1536
Lugano Financial Advisors SA (LFA)
Switzerland
$27K +$27.4K +442 New
NWM
1537
Northwest Wealth Management
Iowa
$25K
LA
1538
Legacy Advisors
Pennsylvania
$24K -$348K -5,604 -94%
POIA
1539
Pin Oak Investment Advisors
Texas
$24K +$16K +258 +193%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$23K -$1.86K -30 -8%
FPS
1541
Fieldpoint Private Securities
Connecticut
$23K
LWM
1542
Lenox Wealth Management
Ohio
$23K
BWA
1543
Burt Wealth Advisors
Maryland
$22K
LHC
1544
Little House Capital
Massachusetts
$21K +$21.7K +350 New
FMTCOCP
1545
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K +$19.1K +307 +2,362%
BL
1546
Balentine LLC
Georgia
$18K
MIM
1547
Macroview Investment Management
Maryland
$17K +$28.8K +463 +498%
RWA
1548
Ropes Wealth Advisors
Massachusetts
$16K
RWML
1549
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$15.6K -$25K -402 -62%
BCWM
1550
Bartlett & Co Wealth Management
Ohio
$15.2K -$4.53K -73 -23%

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.