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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
FMTCOCP
1526
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
FRA
1527
Front Row Advisors
California
$20K -$3.67K -54 -16%
RWA
1528
Ropes Wealth Advisors
Massachusetts
$19K +$476 +7 +3%
RWML
1529
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.3K +$17K +250 New
VCM
1530
Versant Capital Management
Arizona
$17K -$204 -3 -1%
CTB
1531
Country Trust Bank
Illinois
$17K
CCM
1532
Cribstone Capital Management
Maine
$16K -$53.2K -782 -78%
AWM
1533
Avondale Wealth Management
Texas
$16K
ONST
1534
Old North State Trust
North Carolina
$15K -$20.1K -295 -58%
FBT
1535
First Bank & Trust
South Dakota
$15K
LGWM
1536
Litman Gregory Wealth Management
California
$15K
CAM
1537
CenterStar Asset Management
Illinois
$14K
1NWS
1538
1 North Wealth Services
Maryland
$14K +$13.6K +200 New
SAM
1539
Shamrock Asset Management
Texas
$14K +$13.6K +200 New
SNT
1540
Security National Trust
West Virginia
$13K -$4.01K -59 -24%
PGAM
1541
Princeton Global Asset Management
New Jersey
$13K
NIC
1542
Northwest Investment Counselors
Oregon
$13K +$13.2K +194 New
CAGAS
1543
Capital Advisory Group Advisory Services
Minnesota
$12K -$47.5K -698 -80%
LFG
1544
LifePlan Financial Group
Ohio
$12K
WWM
1545
Willingdon Wealth Management
North Carolina
$12K +$11.8K +173 New
KFS
1546
Kelly Financial Services
Massachusetts
$11.7K
PO
1547
Private Ocean
California
$11K
WPW
1548
Winthrop Partners - WNY
New York
$9.32K
FEG
1549
Financial Enhancement Group
Indiana
$9K -$3.67K -54 -29%
CFN
1550
Cordasco Financial Network
Florida
$8K

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.