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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
CCM
926
Cullen Capital Management
New York
$890K
AssetMark Inc
927
AssetMark Inc
California
$887K -$9.68M -152,870 -90%
ET
928
Equitable Trust
Tennessee
$886K -$6.58K -104 -0.6%
HCM
929
Hudson Capital Management
New Jersey
$886K +$411K +6,494 +62%
LCH
930
Lee Capital Holdings
New York
$885K
HNB
931
Huntington National Bank
Ohio
$878K -$31K -490 -3%
APA
932
American Portfolios Advisors
New York
$877K +$88.1K +1,391 +9%
CIM
933
CIM Investment Management
Pennsylvania
$868K -$48.3K -762 -4%
GWMIA
934
Global Wealth Management Investment Advisory
Florida
$862K +$1.05M +16,557 New
SCM
935
Schnieders Capital Management
California
$861K -$1.11M -17,470 -51%
SGAM
936
Steinberg Global Asset Management
Florida
$856K -$317K -5,007 -23%
CAM
937
Cresset Asset Management
Illinois
$854K +$1.04M +16,412 New
WOC
938
West Oak Capital
California
$853K +$424K +6,690 +69%
LA
939
Lau Associates
Delaware
$851K +$384K +6,057 +59%
EWM
940
Elmwood Wealth Management
California
$848K -$71.2K -1,125 -6%
AFNAS
941
American Financial Network Advisory Services
California
$845K -$98.2K -1,551 -9%
CCM
942
Compton Capital Management
Rhode Island
$838K +$114K +1,800 +13%
NSB
943
Norway Savings Bank
Maine
$837K +$70K +1,105 +7%
AI
944
Atria Investments
North Carolina
$834K -$261K -4,127 -20%
SWM
945
SeaCrest Wealth Management
New York
$831K -$109K -1,727 -10%
FLPIM
946
F.L. Putnam Investment Management
Massachusetts
$828K -$734K -11,584 -42%
Fayez Sarofim & Co
947
Fayez Sarofim & Co
Texas
$824K -$113K -1,777 -10%
CCWA
948
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$824K +$380 +6 +0%
PTC
949
Private Trust Company
Ohio
$824K +$94.7K +1,495 +10%
PG
950
Pendal Group
Australia
$824K +$2.98K +47 +0.3%

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.