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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
RWM
1651
Rench Wealth Management
Texas
-$364K -5,193 Closed
JMH
1652
J.M. Hartwell
New York
-$341K -4,863 Closed
IOOF
1653
Independent Order of Foresters
Ontario, Canada
-$338K -4,829 Closed
WT
1654
Washington Trust
Rhode Island
-$315K -4,493 Closed
QT
1655
Quantamental Technologies
New York
-$297K -4,235 Closed
PAG
1656
Pinnacle Advisory Group
Maryland
-$288K -4,110 Closed
BA
1657
Birinyi Associates
Connecticut
-$280K -4,000 Closed
BWM
1658
Buckley Wealth Management
Nevada
-$276K -3,943 Closed
GP
1659
Girard Partners
Pennsylvania
-$273K -3,899 Closed
PWLP
1660
Prio Wealth Limited Partnership
Massachusetts
-$258K -3,698 Closed
MCP
1661
Mirador Capital Partners
California
-$255K -3,635 Closed
SCP
1662
Syntal Capital Partners
Texas
-$247K -3,534 Closed
FNT
1663
First National Trust
Pennsylvania
-$232K -3,313 Closed
SWK
1664
Stephen W. Kidder
-$229K -3,265 Closed
FTUS
1665
Flow Traders U.S.
New York
-$229K -3,264 Closed
KTA
1666
Keeley-Teton Advisors
Illinois
-$222K -3,173 Closed
KL
1667
KWMG LLC
Kansas
-$218K -3,112 Closed
AL
1668
Aspiriant LLC
California
-$214K -3,059 Closed
CA
1669
Cornerstone Advisory
Maryland
-$211K -3,008 Closed
MCM
1670
McRae Capital Management
New Jersey
-$210K -3,000 Closed
BA
1671
Bristlecone Advisors
Washington
-$208K -2,974 Closed
SC
1672
SouthState Corp
Florida
-$204K -2,919 Closed
LFS
1673
Legacy Financial Strategies
Kansas
-$208K -2,911 Closed
AIP
1674
Almanack Investment Partners
Pennsylvania
-$151K -2,162 Closed
CWM
1675
Cedar Wealth Management
California
-$128K -1,826 Closed

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.