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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
SIM
1026
SSI Investment Management
California
$608K -$2.91K -46 -0.4%
WIP
1027
Wellesley Investment Partners
Massachusetts
$604K +$735K +11,614 New
KP
1028
Keel Point
Alabama
$603K -$72.6K -1,146 -9%
BAAM
1029
Baker Avenue Asset Management
California
$601K -$280K -4,426 -28%
PPSG
1030
Princeton Portfolio Strategies Group
New Jersey
$601K -$113K -1,784 -13%
JHCP
1031
Jackson Hole Capital Partners
Oklahoma
$595K +$724K +11,433 New
TU
1032
TDAM USA
Ontario, Canada
$593K +$62.4K +986 +9%
CCP
1033
Corient Capital Partners
California
$589K +$234K +3,692 +48%
S
1034
SignatureFD
Georgia
$585K -$159K -2,504 -18%
PP
1035
Palladium Partners
Virginia
$580K -$231K -3,650 -25%
SS
1036
Simplicity Solutions
Minnesota
$580K +$705K +11,133 New
FVCM
1037
F&V Capital Management
Florida
$578K
IIM
1038
Intact Investment Management
Quebec, Canada
$578K +$120K +1,900 +21%
TA
1039
Tiedemann Advisors
New York
$572K -$435K -6,862 -38%
IRC
1040
Investors Research Corp
Georgia
$572K +$19K +300 +3%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$572K +$80K +1,263 +13%
OP
1042
Oldfield Partners
United Kingdom
$569K +$405K +6,400 +0.6%
NFG
1043
Next Financial Group
Texas
$568K +$32.1K +507 +5%
DWT
1044
Dorsey & Whitney Trust
South Dakota
$566K -$59.2K -935 -8%
BKA
1045
Brick & Kyle Associates
Pennsylvania
$559K +$680K +10,742 New
IBOK
1046
Independence Bank of Kentucky
Kentucky
$558K -$339K -5,350 -33%
FMBTD
1047
First Midwest Bank Trust Division
Illinois
$558K +$8.93K +141 +1%
PL
1048
Perpetual Ltd
Australia
$557K
HAM
1049
Highstreet Asset Management
Ontario, Canada
$557K +$12.7K +200 +2%
CAN
1050
Cetera Advisor Networks
California
$554K -$270K -4,258 -29%

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.