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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
DR
751
Davis Rea
Ontario, Canada
$1.98M +$710K +11,215 +42%
AIM
752
Assured Investment Management
New York
$1.98M -$5.09M -80,350 -68%
KL
753
KWMG LLC
Kansas
$1.98M +$2.39M +37,727 +17,306%
CMTU
754
Capital Markets Trading (UK)
United Kingdom
$1.97M +$2.4M +37,849 New
PVWM
755
Point View Wealth Management
New Jersey
$1.95M +$130K +2,050 +6%
IAA
756
Independent Advisor Alliance
North Carolina
$1.95M -$154K -2,428 -6%
BPM
757
Bowling Portfolio Management
Ohio
$1.94M +$1.43M +22,641 +155%
MC
758
Machina Capital
France
$1.94M +$2.36M +37,208 New
KS
759
Karpas Strategies
Connecticut
$1.92M -$1.58K -25 -0.1%
LM
760
Lincluden Management
Ontario, Canada
$1.92M -$459K -7,250 -16%
PAM
761
PVG Asset Management
Colorado
$1.92M +$785K +12,394 +51%
Wealth Enhancement Advisory Services
762
Wealth Enhancement Advisory Services
Minnesota
$1.91M -$451K -7,123 -19%
SA
763
Strategic Advisors
New York
$1.91M -$635K -10,033 -21%
BA
764
Boston Advisors
Massachusetts
$1.89M -$1.39M -22,010 -38%
PIA
765
Piedmont Investment Advisors
North Carolina
$1.89M +$643K +10,155 +39%
ALAM
766
Asahi Life Asset Management
Japan
$1.89M +$2.29M +36,204 New
HI
767
Horizon Investments
North Carolina
$1.86M +$1.41M +22,299 +166%
SFA
768
Stewardship Financial Advisors
Georgia
$1.85M -$380 -6 -0%
RCM
769
Riverhead Capital Management
Delaware
$1.84M -$1.04M -16,411 -32%
CAPTRUST Financial Advisors
770
CAPTRUST Financial Advisors
North Carolina
$1.82M +$125K +1,970 +6%
CSA
771
Cottage Street Advisors
Massachusetts
$1.81M +$1.58K +25 +0.1%
WIS
772
Wright Investors Service
Connecticut
$1.81M -$261K -4,128 -11%
DTL
773
Dynamic Technology Lab
Singapore
$1.81M +$2.2M +34,770 New
JPC
774
Jabodon PT Co
Nevada
$1.81M +$2.2M +34,774 New
HBT
775
Hills Bank & Trust
Iowa
$1.8M +$19.1K +301 +0.9%

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.