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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
CK
1051
Cohen Klingenstein
New York
$878K
AFNAS
1052
American Financial Network Advisory Services
California
$876K +$46.4K +628 +6%
IDBONY
1053
Israel Discount Bank of New York
New York
$873K +$5.92K +80 +0.7%
CA
1054
Cetera Advisors
Colorado
$872K +$179K +2,427 +26%
WA
1055
Waverly Advisors
Alabama
$867K +$21.7K +293 +3%
AWM
1056
Altium Wealth Management
New York
$858K +$852K +11,525 New
AIM
1057
Aspen Investment Management
Michigan
$857K +$29.6K +400 +4%
NB
1058
Nicolet Bankshares
Wisconsin
$855K -$92.4K -1,249 -10%
IAS
1059
IMA Advisory Services
Colorado
$851K -$441K -5,960 -34%
LMAM
1060
Legg Mason Asset Management
Japan
$849K -$111K -1,500 -12%
SCA
1061
Snowden Capital Advisors
New York
$846K +$130K +1,762 +18%
GW
1062
GW & Wade
Massachusetts
$839K +$32.6K +441 +4%
FMBTD
1063
First Midwest Bank Trust Division
Illinois
$838K -$12.6K -170 -1%
EWM
1064
Edge Wealth Management
New York
$834K +$373K +5,046 +82%
IH
1065
IFC Holdings
Florida
$832K +$63.3K +856 +8%
MOS
1066
MGO One Seven
Ohio
$831K +$826K +11,172 New
AWA
1067
Arete Wealth Advisors
Illinois
$830K -$70.4K -952 -8%
CF
1068
Centaurus Financial
California
$830K +$825K +11,158 New
WSCM
1069
Wellington Shields Capital Management
New York
$828K +$592K +8,010 +257%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$827K -$61.2K -828 -7%
PIC
1071
Portland Investment Counsel
Ontario, Canada
$827K +$822K +11,112 New
JIM
1072
Jupiter Investment Management
United Kingdom
$823K +$819K +11,070 New
DC
1073
Derby & Company
Massachusetts
$817K +$812K +10,981 New
FDS
1074
First Dallas Securities
Texas
$816K +$59.6K +806 +8%
BKA
1075
Brick & Kyle Associates
Pennsylvania
$808K -$148 -2 -0%

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.