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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
AHC
901
Adell Harriman & Carpenter
Texas
$994K +$119K +1,883 +11%
CA
902
Cumberland Advisors
Florida
$993K +$1.21M +19,080 New
BBHC
903
Brown Brothers Harriman & Co
New York
$983K +$967K +15,279 +424%
CA
904
Cetera Advisors
Colorado
$980K +$246K +3,885 +26%
RMSCM
905
R.M. Sincerbeaux Capital Management
New York
$976K
PHS
906
Pekin Hardy Strauss
Illinois
$975K -$332K -5,242 -22%
FANJ
907
Financial Architects (New Jersey)
New Jersey
$974K +$470K +7,425 +66%
VF
908
Virtu Financial
New York
$973K +$894K +14,124 +310%
BOH
909
Bank of Hawaii
Hawaii
$969K -$48.3K -762 -4%
ARTA
910
A.R.T. Advisors
New York
$967K -$1.92M -30,300 -62%
IP
911
Intellectus Partners
California
$964K -$1.24M -19,548 -51%
TFS
912
Thoroughbred Financial Services
Tennessee
$960K +$1.17M +18,457 New
NB
913
NBT Bank
New York
$957K -$29.6K -468 -2%
TI
914
Tidal Investments
Wisconsin
$956K +$1.16M +18,356 New
LJAC
915
L.J. Altfest & Co
New York
$947K -$109K -1,722 -9%
FHA
916
First Horizon Advisors
Tennessee
$946K -$578K -9,134 -33%
GWM
917
Geneos Wealth Management
Colorado
$945K +$149K +2,346 +15%
AIM
918
Anchor Investment Management
South Carolina
$942K +$38.3K +605 +3%
CAC
919
Certified Advisory Corp
Florida
$939K -$35.5K -560 -3%
BHB
920
Bank Hapoalim BM
Israel
$913K -$2.31M -36,420 -67%
Lido Advisors
921
Lido Advisors
California
$913K +$158K +2,488 +17%
SFP
922
Shepherd Financial Partners
Massachusetts
$913K +$321K +5,070 +41%
YWP
923
YorkBridge Wealth Partners
New York
$911K -$6.78K -107 -0.6%
HCM
924
Hodges Capital Management
Texas
$906K -$1.5M -23,644 -58%
KJHP
925
K.J. Harrison & Partners
Ontario, Canada
$901K +$884K +13,959 +416%

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.