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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
BC
1551
Bartlett & Co
Ohio
$15K -$4.53K -73 -23%
CTB
1552
Country Trust Bank
Illinois
$15K -$2.55K -41 -14%
VCM
1553
Versant Capital Management
Arizona
$15K -$186 -3 -1%
SNT
1554
Security National Trust
West Virginia
$15K
SHIM
1555
Stone House Investment Management
Pennsylvania
$15K +$14.5K +234 New
AWM
1556
Avondale Wealth Management
Texas
$14K
FEG
1557
Financial Enhancement Group
Indiana
$14K
LGWM
1558
Litman Gregory Wealth Management
California
$14K
RBC
1559
Roble Belko & Company
Pennsylvania
$13K +$62 +1 +0.5%
LFG
1560
LifePlan Financial Group
Ohio
$11K
SFA
1561
Semmax Financial Advisors
North Carolina
$11K +$2.92K +47 +35%
PGAM
1562
Princeton Global Asset Management
New Jersey
$11K +$11.6K +187 New
KFS
1563
Kelly Financial Services
Massachusetts
$10.6K +$10.6K +170 New
BWM
1564
Baystate Wealth Management
Massachusetts
$9K -$74.5K -1,199 -90%
AOWM
1565
Alpha Omega Wealth Management
Virginia
$9K
AWM
1566
Avior Wealth Management
Nebraska
$9K
MWC
1567
MKD Wealth Coaches
Michigan
$9K
WPW
1568
Winthrop Partners - WNY
New York
$8.69K
VCM
1569
Vigilant Capital Management
Maine
$8K -$134K -2,154 -94%
BCA
1570
Bray Capital Advisors
Florida
$8K +$8.45K +136 New
CAGAS
1571
Capital Advisory Group Advisory Services
Minnesota
$7K -$104K -1,676 -93%
CFN
1572
Cordasco Financial Network
Florida
$7K
FBT
1573
First Bank & Trust
South Dakota
$7K
MWM
1574
Mascoma Wealth Management
New Hampshire
$7K
SL
1575
Salomon & Ludwin
Virginia
$7K +$4.91K +79 +304%

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.