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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
MCM
1526
McMillion Capital Management
North Carolina
$31K +$29.7K +444 New
WC
1527
Whitnell & Co
Illinois
$30K
PWP
1528
Personal Wealth Partners
Minnesota
$27K +$25.4K +380 New
LWM
1529
Lenox Wealth Management
Ohio
$26K
SIS
1530
Sound Income Strategies
Florida
$25K -$17.5K -262 -42%
HR
1531
Howe & Rusling
New York
$25K -$6.96K -104 -23%
FRA
1532
Front Row Advisors
California
$24K -$6.69K -100 -23%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$24K -$1.61K -24 -7%
FMTCOCP
1534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
EI
1535
Ellevest Inc
New York
$20K +$18.1K +271 +2,710%
RWA
1536
Ropes Wealth Advisors
Massachusetts
$18K
CTB
1537
Country Trust Bank
Illinois
$17K
SNT
1538
Security National Trust
West Virginia
$17K
VCM
1539
Versant Capital Management
Arizona
$17K
POIA
1540
Pin Oak Investment Advisors
Texas
$16K -$10.5K -157 -40%
LA
1541
Legacy Advisors
Pennsylvania
$16K -$9.84K -147 -38%
AWM
1542
Avondale Wealth Management
Texas
$16K
LGWM
1543
Litman Gregory Wealth Management
California
$15K
FBT
1544
First Bank & Trust
South Dakota
$15K +$7.36K +110 +100%
BAMG
1545
Brand Asset Management Group
Missouri
$14K +$13.4K +200 New
FEG
1546
Financial Enhancement Group
Indiana
$13K -$1.87K -28 -13%
PGAM
1547
Princeton Global Asset Management
New Jersey
$13K
LFG
1548
LifePlan Financial Group
Ohio
$12K
KFS
1549
Kelly Financial Services
Massachusetts
$11.9K
MWC
1550
MKD Wealth Coaches
Michigan
$11K +$44.4K +664 +443%

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.