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Citigroup

1,234 hedge funds and large institutions have $118B invested in Citigroup in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 470 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 51

9% more funds holding in top 10

Funds holding in top 10: 138150 (+12)

7% more funds holding

Funds holding: 1,1571,234 (+77)

6% more capital invested

Capital invested by funds: $111B → $118B (+$7.01B)

1.54% more ownership

Funds ownership: 70.81%72.35% (+1.5%)

0% less call options, than puts

Call options by funds: $3.43B | Put options by funds: $3.43B

1% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 476

Holders
1,234
Holders Change
+77
Holders Change %
+6.66%
% of All Funds
32.92%
Holding in Top 10
150
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.7%
% of All Funds
4%
New
144
Increased
470
Reduced
476
Closed
51
Calls
$3.43B
Puts
$3.43B
Net Calls
-$3.34M
Net Calls Change
-$457M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.24B +$279M +5,248,828 +4%
State Street
2
State Street
Massachusetts
$7.56B +$344M +6,480,732 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.68B +$679M +12,787,777 +17%
BIT
4
BlackRock Institutional Trust
California
$4.34B -$20.1M -378,594 -0.5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.84B -$57M -1,073,176 -2%
Invesco
6
Invesco
Georgia
$2.62B +$99.9M +1,881,413 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.57B +$76.9M +1,449,071 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.53B -$308M -5,804,646 -11%
Northern Trust
9
Northern Trust
Illinois
$2.26B -$4.83M -91,033 -0.2%
Franklin Resources
10
Franklin Resources
California
$2.03B +$16.9M +318,803 +0.9%
BFA
11
BlackRock Fund Advisors
California
$1.83B +$161M +3,034,697 +10%
Capital World Investors
12
Capital World Investors
California
$1.71B -$122M -2,300,000 -7%
Boston Partners
13
Boston Partners
Massachusetts
$1.61B +$253M +4,758,026 +19%
BG
14
BlackRock Group
United Kingdom
$1.56B +$61.8M +1,164,324 +4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.51B -$15.2M -286,385 -1%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.43B -$18.7M -352,848 -1%
O
17
OppenheimerFunds
New York
$1.39B +$101M +1,897,351 +8%
Ameriprise
18
Ameriprise
Minnesota
$1.37B +$23M +432,797 +2%
WRF
19
Waddell & Reed Financial
Kansas
$1.33B +$72.5M +1,365,766 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.29B +$46.7M +879,040 +4%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.28B +$11.9M +224,601 +1%
Norges Bank
22
Norges Bank
Norway
$1.26B +$74.4M +1,400,495 +6%
BA
23
BlackRock Advisors
Delaware
$1.24B -$31.1M -585,178 -2%
Harris Associates
24
Harris Associates
Illinois
$1.22B +$34M +640,531 +3%
Bank of America
25
Bank of America
North Carolina
$994M -$184M -3,470,275 -16%

C Hedge Fund Activity: Q4 2014 in Review

1,234 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2014, worth a combined $118B — up 6.3% from $111B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new C positions and 51 closed out — a net gain of 93 holders — while 470 added to existing stakes and 476 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $679M. The largest seller was Appaloosa Management, exiting entirely with an estimated $431M sold.

  • 1,234 institutional investors held Citigroup (C) as of Q4 2014, up from 1,157 in Q3 2014.
  • Funds reported $118B of Citigroup stock for Q4 2014, up 6.3% quarter-over-quarter.
  • 144 funds opened new Citigroup positions in Q4 2014 and 51 closed out, a net change of +93 holders.
  • The largest Citigroup buyer in Q4 2014 was Fidelity Investments, an estimated $679M added.
  • The largest Citigroup seller in Q4 2014 was Appaloosa Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2014.