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Citigroup

1,599 hedge funds and large institutions have $95.3B invested in Citigroup in 2018 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 487 increasing their positions, 755 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $2.97B | Put options by funds: $2.97B

0.49% less ownership

Funds ownership: 75.8%75.3% (-0.49%)

2% less first-time investments, than exits

New positions opened: 197 | Existing positions closed: 200

1% less funds holding

Funds holding: 1,6191,599 (-20)

22% less funds holding in top 10

Funds holding in top 10: 138107 (-31)

33% less capital invested

Capital invested by funds: $142B → $95.3B (-$46.6B)

35% less repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 755

Holders
1,599
Holders Change
-20
Holders Change %
-1.24%
% of All Funds
35.62%
Holding in Top 10
107
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-22.46%
% of All Funds
2.38%
New
197
Increased
487
Reduced
755
Closed
200
Calls
$2.97B
Puts
$2.97B
Net Calls
-$929K
Net Calls Change
-$339M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
676
Steward Partners Investment Advisory
New York
$2.61M -$1.43M -22,513 -31%
VF
677
Vilas Fund
Illinois
$2.6M +$3.17M +50,000 New
PCM
678
Parsons Capital Management
Rhode Island
$2.58M -$437K -6,905 -12%
FTC
679
Farmers Trust Company
Ohio
$2.58M +$45.7K +721 +1%
MPAM
680
Murphy Pohlad Asset Management
Minnesota
$2.58M -$44.6K -705 -1%
IPW
681
Inlet Private Wealth
Florida
$2.58M +$3.13M +49,500 New
BCCM
682
Bridge Creek Capital Management
Massachusetts
$2.57M +$362K +5,710 +13%
CG
683
Colony Group
Massachusetts
$2.55M -$8.41M -132,876 -73%
MHC
684
Meyer Handelman Company
New York
$2.52M +$46.2K +730 +2%
KRSITF
685
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.52M +$48.7K +769 +2%
SCM
686
Shelton Capital Management
Colorado
$2.51M +$399K +6,300 +15%
GCA
687
Gideon Capital Advisors
New York
$2.51M +$1.5M +23,635 +96%
HAM
688
Hammer Asset Management
California
$2.5M +$52.9K +835 +2%
AB
689
AT Bancorp
Iowa
$2.49M -$632K -9,987 -17%
BAMF
690
BI Asset Management Fondsmaeglerselskab
Denmark
$2.47M +$3M +47,400 New
CC
691
Courier Capital
New York
$2.47M -$101K -1,596 -3%
GAM
692
Gotham Asset Management
New York
$2.46M +$3M +47,328 New
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$2.45M -$100K -1,585 -3%
PL
694
Parkwood LLC
Ohio
$2.44M +$2.97M +46,888 New
MRCM
695
M&R Capital Management
New Jersey
$2.43M -$23.6K -372 -0.8%
LW
696
Linscomb Wealth
Texas
$2.43M +$2.17M +34,316 +279%
SCM
697
SOL Capital Management
Maryland
$2.42M +$24.3K +384 +0.8%
RIM
698
Regent Investment Management
Kentucky
$2.41M +$233K +3,675 +9%
Rockefeller Capital Management
699
Rockefeller Capital Management
New York
$2.41M +$436K +6,889 +17%
Loomis, Sayles & Company
700
Loomis, Sayles & Company
Massachusetts
$2.41M -$5.33M -84,165 -65%

C Hedge Fund Activity: Q4 2018 in Review

1,599 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2018, worth a combined $95.3B — down 33% from $142B a quarter earlier.

Sellers outnumbered buyers: 200 funds closed out of C and 197 opened new positions — a net loss of 3 holders — while 755 trimmed existing stakes and 487 added.

The largest buyer was ValueAct Holdings, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $1.17B.

  • 1,599 institutional investors held Citigroup (C) as of Q4 2018, down from 1,619 in Q3 2018.
  • Funds reported $95.3B of Citigroup stock for Q4 2018, down 33% quarter-over-quarter.
  • 197 funds opened new Citigroup positions in Q4 2018 and 200 closed out, a net change of -3 holders.
  • The largest Citigroup buyer in Q4 2018 was ValueAct Holdings, an estimated $336M added.
  • The largest Citigroup seller in Q4 2018 was Fidelity Investments, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2018.