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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
AIM
826
Axiom Investment Management
New York
$1.4M +$1.7M +26,850 New
FSC
827
Full Sail Capital
Oklahoma
$1.39M +$1.7M +26,782 New
CAM
828
Costello Asset Management
Pennsylvania
$1.39M +$1.69M +26,746 New
Truist Financial
829
Truist Financial
North Carolina
$1.39M -$27.7K -437 -2%
TSWM
830
Triangle Securities Wealth Management
North Carolina
$1.39M +$116K +1,835 +7%
CNBT
831
Canandaigua National Bank & Trust
New York
$1.38M -$38.9K -615 -2%
FA
832
FMA Advisory
Pennsylvania
$1.37M -$187K -2,951 -10%
HW
833
Hancock Whitney
Mississippi
$1.37M -$38.2K -604 -2%
CPC
834
Congress Park Capital
New York
$1.36M +$257K +4,065 +18%
LOAME
835
Lombard Odier Asset Management (Europe)
United Kingdom
$1.36M
DPIM
836
Duff & Phelps Investment Management
Illinois
$1.36M -$31.7K -500 -2%
AA
837
Altman Advisors
Illinois
$1.36M -$8.17K -129 -0.5%
AAS
838
Annex Advisory Services
Wisconsin
$1.36M +$112K +1,768 +7%
CG
839
Caprock Group
Idaho
$1.35M +$134K +2,111 +9%
OAMU
840
Ostrum Asset Management US
New York
$1.34M +$1.64M +25,843 New
CANC
841
Culbertson A N & Co
Virginia
$1.34M -$189K -2,980 -10%
CIC
842
Carnegie Investment Counsel
Ohio
$1.33M -$1.78M -28,052 -52%
DIA
843
Dana Investment Advisors
Wisconsin
$1.33M -$181K -2,859 -10%
WSCM
844
Wellington Shields Capital Management
New York
$1.29M +$735K +11,600 +88%
FB
845
Fulton Bank
Pennsylvania
$1.28M -$217K -3,423 -12%
SFG
846
SevenBridge Financial Group
Pennsylvania
$1.28M -$265K -4,180 -15%
EWM
847
Evercore Wealth Management
New York
$1.27M +$48.2K +761 +3%
MGIA
848
Matthew Goff Investment Advisor
Texas
$1.27M
UBG
849
United Bank (Georgia)
Georgia
$1.26M +$27K +426 +2%
EFS
850
Essex Financial Services
Connecticut
$1.26M -$285K -4,501 -16%

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.