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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
LM
1576
Lincluden Management
Ontario, Canada
$3.48K
SQA
1577
Simon Quick Advisors
New Jersey
$3.15K +$3.01K +45 New
ARMC
1578
American Research & Management Company
Massachusetts
$3K
APC
1579
Aspire Private Capital
North Carolina
$3K
CCMW
1580
Cypress Capital Management (Wyoming)
Wyoming
$3K
JWM
1581
Janiczek Wealth Management
Colorado
$3K
BWL
1582
Bogart Wealth LLC
Virginia
$3K +$3.28K +49 New
MWM
1583
Meridian Wealth Management
Kentucky
$2.86K +$273K +4,084 New
UB
1584
UMB Bank
Missouri
$2.68K -$579K -8,648 -18%
FCH
1585
Freestone Capital Holdings
Washington
$2.67K -$97.7K -1,460 -4%
CT
1586
Chicago Trust
Illinois
$2.42K +$21.4K +320 +0.9%
SL
1587
Salomon & Ludwin
Virginia
$2K -$5.29K -79 -75%
CIR
1588
Clear Investment Research
Georgia
$2K
CPA
1589
Cowen Prime Advisors
New York
$2K
MA
1590
MCF Advisors
Kentucky
$2K
MFT
1591
Moisand Fitzgerald Tamayo
Florida
$2K
TCCM
1592
Timber Creek Capital Management
Massachusetts
$2K
TI
1593
Truehand Inc
New Hampshire
$2K
TFA
1594
Transamerica Financial Advisors
Florida
$2K +$1.14K +17 New
JAM
1595
JCIC Asset Management
Ontario, Canada
$2K +$2.21K +33 New
BIMC
1596
Benson Investment Management Company
Virginia
$1K -$2.96M -44,263 -100%
AIS
1597
Accurate Investment Solutions
Pennsylvania
$1K
CFA
1598
Camarda Financial Advisors
Florida
$1K
NR
1599
Newfound Research
Massachusetts
$1K
TF
1600
TimeScale Financial
Massachusetts
$1K +$803 +12 New

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.