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Citigroup

1,176 hedge funds and large institutions have $111B invested in Citigroup in 2013 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 455 increasing their positions, 425 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 64

14% more funds holding in top 10

Funds holding in top 10: 135154 (+19)

9% more capital invested

Capital invested by funds: $101B → $111B (+$9.46B)

9% more funds holding

Funds holding: 1,0791,176 (+97)

1.23% more ownership

Funds ownership: 68.88%70.11% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 425

5% less call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.89B

Holders
1,176
Holders Change
+97
Holders Change %
+8.99%
% of All Funds
34.14%
Holding in Top 10
154
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+14.07%
% of All Funds
4.47%
New
178
Increased
455
Reduced
425
Closed
64
Calls
$3.7B
Puts
$3.89B
Net Calls
-$185M
Net Calls Change
+$762M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.21B +$69.7M +1,377,614 +1%
State Street
2
State Street
Massachusetts
$6.98B -$16.5M -326,441 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.74B -$79.6M -1,573,106 -1%
BIT
4
BlackRock Institutional Trust
California
$4.32B -$23.7M -468,130 -0.6%
Capital World Investors
5
Capital World Investors
California
$3.51B -$56.7M -1,120,000 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.68B +$19.5M +384,817 +0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.58B +$18.3M +361,897 +0.7%
Invesco
8
Invesco
Georgia
$2.43B +$52.8M +1,042,407 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.35B -$292M -5,768,370 -11%
Northern Trust
10
Northern Trust
Illinois
$2.15B +$106M +2,088,918 +5%
Franklin Resources
11
Franklin Resources
California
$1.76B -$4.1M -80,947 -0.2%
BFA
12
BlackRock Fund Advisors
California
$1.52B +$50.8M +1,003,989 +4%
BG
13
BlackRock Group
United Kingdom
$1.47B +$35.6M +703,217 +3%
Ameriprise
14
Ameriprise
Minnesota
$1.34B +$50.3M +994,353 +4%
Norges Bank
15
Norges Bank
Norway
$1.28B -$92.7M -1,832,697 -7%
BA
16
BlackRock Advisors
Delaware
$1.26B +$103M +2,033,755 +9%
Goldman Sachs
17
Goldman Sachs
New York
$1.24B +$199M +3,924,923 +20%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.2B -$58M -1,146,022 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.19B +$61.2M +1,208,437 +6%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B +$34M +671,664 +3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.16B +$50.7M +1,001,747 +5%
TCIM
22
TIAA CREF Investment Management
New York
$1.16B -$33.6M -664,750 -3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$999M +$13.7M +271,369 +1%
Bank of America
24
Bank of America
North Carolina
$964M +$148M +2,922,690 +19%
Boston Partners
25
Boston Partners
Massachusetts
$936M +$50.9M +1,004,909 +6%

C Hedge Fund Activity: Q4 2013 in Review

1,176 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2013, worth a combined $111B — up 9.3% from $101B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new C positions and 64 closed out — a net gain of 114 holders — while 455 added to existing stakes and 425 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $446M. The largest seller was Deutsche Bank, cutting an estimated $299M.

  • 1,176 institutional investors held Citigroup (C) as of Q4 2013, up from 1,079 in Q3 2013.
  • Funds reported $111B of Citigroup stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 178 funds opened new Citigroup positions in Q4 2013 and 64 closed out, a net change of +114 holders.
  • The largest Citigroup buyer in Q4 2013 was Allianz Asset Management, an estimated $446M added.
  • The largest Citigroup seller in Q4 2013 was Deutsche Bank, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2013.