We are live on ! Find out more
C icon

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
RIM
851
Rampart Investment Management
Connecticut
$1.25M -$2.83M -44,746 -65%
WI
852
Wintrust Investments
Illinois
$1.25M -$236K -3,723 -13%
CIA
853
CSat Investment Advisory
Michigan
$1.24M -$2.87M -45,298 -66%
CCA
854
Checchi Capital Advisers
California
$1.22M -$309K -4,882 -17%
PK
855
Pflug Koory
Nebraska
$1.22M
AA
856
ALPS Advisors
Colorado
$1.21M +$716K +11,303 +94%
WWM
857
Western Wealth Management
Colorado
$1.2M +$1.46M +23,000 New
CTC
858
Central Trust Company
Missouri
$1.19M -$147K -2,326 -9%
CPA
859
Capital Planning Advisors
California
$1.18M -$990K -15,641 -41%
KeyBank National Association
860
KeyBank National Association
Ohio
$1.18M +$60.5K +956 +4%
1SB
861
1ST Source Bank
Indiana
$1.18M -$268K -4,232 -16%
PCP
862
Proficio Capital Partners
Massachusetts
$1.18M +$267K +4,223 +23%
ASN
863
Advisory Services Network
Georgia
$1.17M -$336K -5,307 -19%
BWCS
864
Beirne Wealth Consulting Services
Connecticut
$1.16M +$1.41M +22,281 New
BCMO
865
Buckingham Capital Management (Ohio)
Ohio
$1.16M -$18.5K -292 -1%
BCM
866
Bourgeon Capital Management
Connecticut
$1.15M +$351K +5,550 +33%
FTIOP
867
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.15M -$735K -11,613 -34%
VFPI
868
Vantage Financial Partners (Illinois)
Illinois
$1.15M -$114K -1,800 -8%
TC
869
TownSquare Capital
Utah
$1.14M +$1.14M +17,935 New
BRWA
870
B. Riley Wealth Advisors
Florida
$1.14M -$64.4K -1,017 -4%
MVA
871
Mount Vernon Associates
Maryland
$1.13M
AWCI
872
Alpine Woods Capital Investors
New York
$1.13M
IA
873
IFP Advisors
Florida
$1.13M -$1,000K -15,786 -42%
ACM
874
Alpha Capital Management
Texas
$1.12M +$70.7K +1,116 +5%
TCOV
875
Trust Company of Vermont
Vermont
$1.12M +$221K +3,494 +19%

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.