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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
AWM
1676
Aevitas Wealth Management
Massachusetts
-$83K -1,348 Closed
SCP
1677
Stamos Capital Partners
California
-$86K -1,340 Closed
BAM
1678
Bruderman Asset Management
New York
-$76K -1,221 Closed
AP
1679
Arlington Partners
Alabama
-$60K -966 Closed
PAI
1680
Pittenger & Anderson Inc
Nebraska
-$59K -942 Closed
SAM
1681
Strategy Asset Managers
California
-$55K -890 Closed
TA
1682
TCG Advisors
Texas
-$55K -887 Closed
MSA
1683
Marino Stram & Associates
Massachusetts
-$51K -823 Closed
SPL
1684
Smart Portfolios LLC
Washington
-$50K -803 Closed
CHP
1685
Cable Hill Partners
Oregon
-$50K -796 Closed
OFW
1686
Omnia Family Wealth
Florida
-$47K -748 Closed
HCA
1687
Horan Capital Advisors
Ohio
-$41K -654 Closed
OWD
1688
Osborn Williams & Donohoe
Ohio
-$43K -645 Closed
AIA
1689
Alera Investment Advisors
Illinois
-$38K -608 Closed
AA
1690
Advisory Alpha
Michigan
-$41K -607 Closed
PWM
1691
PRW Wealth Management
Massachusetts
-$32K -505 Closed
HGWM
1692
Harvest Group Wealth Management
Massachusetts
-$30.2K -451 -100%
NWM
1693
Northwest Wealth Management
Iowa
-$25K -397 Closed
LHC
1694
Little House Capital
Massachusetts
-$21K -350 Closed
SHIM
1695
Stone House Investment Management
Pennsylvania
-$15K -234 Closed
LPC
1696
Loeb Partners Corp
New York
-$6K -99 Closed
LWA
1697
Lenox Wealth Advisors
New York
-$5K -74 Closed
CMO
1698
Covenant Multifamily Offices
Texas
-$3K -50 Closed
CA
1699
Centerpoint Advisors
Massachusetts
-$1K -10 Closed

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.