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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
PO
1551
Private Ocean
California
$10K +$10K +150 New
WPW
1552
Winthrop Partners - WNY
New York
$9.45K
W
1553
WealthStone
Ohio
$9.24K +$8.83K +132 New
CFN
1554
Cordasco Financial Network
Florida
$8K
MWM
1555
Mascoma Wealth Management
New Hampshire
$8K
BWA
1556
Burt Wealth Advisors
Maryland
$7K -$16.7K -250 -71%
SFA
1557
Semmax Financial Advisors
North Carolina
$7K -$5.55K -83 -46%
VCM
1558
Vigilant Capital Management
Maine
$7K -$2.01K -30 -23%
PCMK
1559
Paragon Capital Management (Kansas)
Kansas
$7K
PFO
1560
Pathstone Family Office
New Jersey
$7K +$5.69K +85 +472%
GC
1561
Globeflex Capital
California
$7K +$6.36K +95 New
AA
1562
AlphaMark Advisors
Kentucky
$6K
HI
1563
Human Investing
Oregon
$6K
JIR
1564
James Investment Research
Ohio
$6K
TFA
1565
Toth Financial Advisory
Virginia
$6K
APSP
1566
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
PCFFS
1567
Pacific Center for Financial Services
California
$5K
SFPIA
1568
Stevens First Principles Investment Advisors
California
$5K +$2.48K +37 +103%
MIM
1569
Macroview Investment Management
Maryland
$4K -$33.5K -500 -90%
EAM
1570
Eukles Asset Management
Ohio
$4K
IAS
1571
IMA Advisory Services
Colorado
$4K
PG
1572
Proffitt & Goodson
Tennessee
$4K
RWG
1573
Regal Wealth Group
California
$4K
SCA
1574
Stuart Chaussee & Associates
California
$4K
TCM
1575
Tradewinds Capital Management
Washington
$4K +$67 +1 +2%

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.