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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
HSA
1051
HBK Sorce Advisory
Pennsylvania
$554K +$75.7K +1,196 +13%
GIA
1052
Gargoyle Investment Advisor
New Jersey
$554K +$673K +10,636 New
TW
1053
TrinityPoint Wealth
Connecticut
$553K +$673K +10,621 New
VC
1054
Vicus Capital
Pennsylvania
$549K -$60.3K -953 -8%
KWA
1055
KCS Wealth Advisory
California
$545K +$14.4K +228 +2%
TAM
1056
Tocqueville Asset Management
New York
$541K -$3.93M -62,057 -86%
BDF
1057
Balasa Dinverno & Foltz
$541K -$341K -5,385 -34%
FM
1058
Foster & Motley
Ohio
$541K -$207K -3,264 -24%
JIC
1059
Joel Isaacson & Co
New York
$540K +$101K +1,589 +20%
TG
1060
TLP Group
Illinois
$538K +$245K +3,871 +68%
AW
1061
ACG Wealth
Georgia
$536K -$90.4K -1,427 -12%
AF
1062
Advisornet Financial
Minnesota
$534K +$209K +3,301 +48%
GIP
1063
Granite Investment Partners
California
$533K +$123K +1,935 +23%
FMLI
1064
Fukoku Mutual Life Insurance
Japan
$530K +$38K +600 +6%
FNBOO
1065
First National Bank of Omaha
Nebraska
$528K -$4.12K -65 -0.6%
DAS
1066
Dynamic Advisor Solutions
Arizona
$527K -$179K -2,831 -26%
EWM
1067
Endurance Wealth Management
Rhode Island
$526K -$9.5K -150 -1%
CH
1068
Canton Hathaway
Rhode Island
$526K
GW
1069
GW & Wade
Massachusetts
$519K -$339K -5,355 -35%
EWA
1070
Exencial Wealth Advisors
Oklahoma
$518K +$29.9K +472 +5%
NRS
1071
Neville Rodie & Shaw
New York
$517K -$56.4K -890 -8%
FDS
1072
First Dallas Securities
Texas
$516K -$53.7K -848 -8%
MA
1073
Montag & Associates
Georgia
$513K -$371K -5,860 -37%
CHJWM
1074
Carlton Hofferkamp & Jenks Wealth Management
Texas
$513K +$14.6K +230 +2%
WCM
1075
Whitener Capital Management
North Carolina
$510K +$54.5K +860 +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.