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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
NAM
1001
North American Management
Massachusetts
$662K -$101K -1,600 -11%
CEP
1002
Chicago Equity Partners
Illinois
$659K +$70.3K +1,110 +10%
LFAS
1003
Level Four Advisory Services
Texas
$658K +$101K +1,589 +14%
KA
1004
Kintegral Advisory
New York
$657K +$799K +12,619 New
BAM
1005
Brave Asset Management
New Jersey
$656K +$472K +7,454 +145%
VNB
1006
Virginia National Bank
Virginia
$653K -$12.7K -200 -2%
GAM
1007
Grandview Asset Management
Pennsylvania
$652K +$793K +12,522 New
FM
1008
Fondren Management
Texas
$651K +$792K +12,500 New
OAG
1009
Orbis Allan Gray
Bermuda
$650K
PCM
1010
Palisade Capital Management
New Jersey
$650K +$7.85K +124 +1%
GA
1011
GFS Advisors
Texas
$649K -$192K -3,040 -20%
LB
1012
Legacy Bridge
Iowa
$643K +$783K +12,360 New
DLG
1013
Daniel L. Goodwin
$640K
PA
1014
Parallel Advisors
California
$638K -$208K -3,290 -21%
ECM
1015
Exchange Capital Management
Michigan
$626K -$121K -1,909 -14%
FI
1016
Fosun International
China
$621K -$33.9K -535 -4%
VFA
1017
Voya Financial Advisors
Connecticut
$621K +$76.7K +1,211 +11%
HBWM
1018
Hollow Brook Wealth Management
New York
$616K -$4.56M -71,967 -86%
CK
1019
Cohen Klingenstein
New York
$614K
VIA
1020
Vident Investment Advisory
Georgia
$614K +$746K +11,778 New
BA
1021
Bristol Advisors
Pennsylvania
$614K +$747K +11,800 New
IDBONY
1022
Israel Discount Bank of New York
New York
$610K -$8.23K -130 -1%
PWMAG
1023
Pinnacle Wealth Management Advisory Group
New Jersey
$609K -$305K -4,810 -29%
AFC
1024
AFT Forsyth & Company
Florida
$609K -$133K -2,098 -15%
BRWM
1025
B. Riley Wealth Management
Tennessee
$608K -$78.5K -1,239 -10%

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.