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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
Carson Wealth (CWM LLC)
876
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$9.9M -156,410 -88%
MIC
877
Meridian Investment Counsel
California
$1.11M -$22.2K -350 -2%
NEAM
878
New England Asset Management
Connecticut
$1.11M
SWM
879
SVA Wealth Management
Wisconsin
$1.1M -$144K -2,274 -10%
FIB
880
First Interstate Bank
Montana
$1.09M -$9.61M -151,776 -88%
TAM
881
Tiverton Asset Management
Delaware
$1.09M
TI
882
Truepoint Inc
Ohio
$1.08M +$5.45K +86 +0.4%
WAM
883
Wealthspire Advisors (Maryland)
Maryland
$1.08M -$91.4K -1,443 -7%
ACM
884
AlphaCrest Capital Management
New York
$1.08M +$1.31M +20,728 New
CG
885
CFO4Life Group
Texas
$1.07M -$368K -5,810 -22%
SKK
886
Shepherd Kaplan Krochuk
Massachusetts
$1.07M +$190K +3,000 +17%
KHLMTHM
887
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.07M +$1.3M +20,503 New
PH
888
Pinnacle Holdings
Oklahoma
$1.07M +$64.3K +1,015 +5%
TSS
889
Two Sigma Securities
New York
$1.06M +$1.06M +16,797 +465%
CAAS
890
Capital Asset Advisory Services
Michigan
$1.06M -$70.8K -1,118 -5%
SPC
891
Sigma Planning Corp
Michigan
$1.05M +$208K +3,277 +19%
EVC
892
Eidelman Virant Capital
Missouri
$1.05M +$19.1K +301 +2%
MAFM
893
Mid Atlantic Financial Management
Pennsylvania
$1.05M +$1.27M +20,108 New
HWA
894
HCR Wealth Advisors
California
$1.04M -$348K -5,493 -22%
SCP
895
Seizert Capital Partners
Michigan
$1.03M -$489K -7,719 -28%
AT
896
Arden Trust
Delaware
$1.03M -$383K -6,045 -23%
FFA
897
First Foundation Advisors
California
$1.02M +$941K +14,854 +317%
QSS
898
Quantitative Systematic Strategies
Florida
$1.01M -$29.3K -463 -2%
TP
899
Truvvo Partners
New York
$1.01M +$88.7K +1,401 +8%
SCM
900
Sterneck Capital Management
Missouri
$999K -$167K -2,639 -12%

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.