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Citigroup

1,603 hedge funds and large institutions have $153B invested in Citigroup in 2017 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 610 increasing their positions, 587 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 79

9% more funds holding

Funds holding: 1,4691,603 (+134)

4% more repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 587

0.25% less ownership

Funds ownership: 78.22%77.96% (-0.25%)

0% less capital invested

Capital invested by funds: $154B → $153B (-$419M)

12% less funds holding in top 10

Funds holding in top 10: 203178 (-25)

22% less call options, than puts

Call options by funds: $3.63B | Put options by funds: $4.68B

Holders
1,603
Holders Change
+134
Holders Change %
+9.12%
% of All Funds
36.36%
Holding in Top 10
178
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-12.32%
% of All Funds
4.04%
New
226
Increased
610
Reduced
587
Closed
79
Calls
$3.63B
Puts
$4.68B
Net Calls
-$1.05B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
951
Kemnay Advisory Services
New York
$1.28M +$437K +5,911 +53%
YWP
952
YorkBridge Wealth Partners
New York
$1.28M -$20.6K -278 -2%
MNBTD
953
Moody National Bank Trust Division
Texas
$1.28M -$8.13K -110 -0.6%
ADBIC
954
A.D. Beadell Investment Counsel
Wisconsin
$1.28M
CCM
955
Cullen Capital Management
New York
$1.27M
IHL
956
Investment House LLC
California
$1.27M +$74 +1 +0%
CCWA
957
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M -$51.5K -697 -4%
Jacobs Levy Equity Management
958
Jacobs Levy Equity Management
New Jersey
$1.25M +$1.24M +16,795 New
OCAM
959
Onex Canada Asset Management
Ontario, Canada
$1.24M -$11.9K -161 -1%
SFFS
960
Stonehage Fleming Financial Services
Jersey
$1.24M
SWM
961
SeaCrest Wealth Management
New York
$1.24M +$1.23M +16,613 New
PCM
962
Poehling Capital Management
Wisconsin
$1.24M +$1.23M +16,592 New
TCOV
963
Trust Company of Vermont
Vermont
$1.23M +$122K +1,650 +11%
IUHSA
964
Itau Unibanco Holding S.A.
Brazil
$1.23M +$362K +4,896 +42%
WSL
965
Western Standard LLC
California
$1.22M
HAG
966
HighPoint Advisor Group
Illinois
$1.21M +$193K +2,609 +19%
MTIM
967
Marathon Trading Investment Management
Pennsylvania
$1.2M +$281K +3,801 +31%
CLOS
968
Compagnie Lombard Odier SCmA
Switzerland
$1.2M +$482K +6,519 +68%
NAM
969
North American Management
Massachusetts
$1.19M
LWS
970
Lucia Wealth Services
California
$1.19M +$1.18M +16,024 New
NA
971
NewEdge Advisors
Louisiana
$1.19M +$348K +4,709 +42%
IIA
972
IPG Investment Advisors
California
$1.18M -$224K -3,025 -16%
Verition Fund Management
973
Verition Fund Management
Connecticut
$1.16M -$150K -2,028 -11%
CG
974
Caprock Group
Idaho
$1.16M +$2.66K +36 +0.2%
SCA
975
Stillwater Capital Advisors
Pennsylvania
$1.16M -$46.7K -631 -4%

C Hedge Fund Activity: Q4 2017 in Review

1,603 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2017, worth a combined $153B — down 0.27% from $154B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new C positions and 79 closed out — a net gain of 147 holders — while 610 added to existing stakes and 587 trimmed.

The largest buyer was Ameriprise, adding an estimated $441M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.43B.

  • 1,603 institutional investors held Citigroup (C) as of Q4 2017, up from 1,469 in Q3 2017.
  • Funds reported $153B of Citigroup stock for Q4 2017, down 0.27% quarter-over-quarter.
  • 226 funds opened new Citigroup positions in Q4 2017 and 79 closed out, a net change of +147 holders.
  • The largest Citigroup buyer in Q4 2017 was Ameriprise, an estimated $441M added.
  • The largest Citigroup seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $1.43B sold.

Based on aggregated 13F filings for Q4 2017.