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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
IIC
1101
Ironwood Investment Counsel
Arizona
$729K +$38.7K +523 +6%
WB
1102
WesBanco Bank
West Virginia
$726K -$48.1K -651 -6%
KFA
1103
Kelleher Financial Advisors
New York
$725K -$585K -7,910 -45%
CHJWM
1104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$721K
FMC
1105
First Merchants Corp
Indiana
$720K +$14.8K +200 +2%
JFL
1106
Jarislowsky, Fraser Ltd
Quebec, Canada
$719K +$7.39K +100 +1%
SC
1107
SouthState Corp
Florida
$719K +$42.5K +575 +6%
BAC
1108
Boys Arnold & Co
North Carolina
$714K -$396K -5,356 -36%
BJL
1109
Brighton Jones LLC
Washington
$707K -$271K -3,668 -28%
FVCM
1110
F&V Capital Management
Florida
$707K
LC
1111
Lourd Capital
California
$707K +$277K +3,750 +65%
FNBOH
1112
First National Bank of Hutchinson
Kansas
$705K +$265K +3,587 +61%
MCM
1113
Manchester Capital Management
Vermont
$702K +$547K +7,400 +364%
APA
1114
American Portfolios Advisors
New York
$701K +$697K +9,423 New
HC
1115
Henshaw Capital
Massachusetts
$697K +$3.03K +41 +0.4%
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$696K -$32.5K -440 -4%
PTC
1117
Private Trust Company
Ohio
$696K -$9.46K -128 -1%
AC
1118
Arjuna Capital
North Carolina
$696K +$692K +9,358 New
DCM
1119
Dimension Capital Management
Florida
$691K +$17.9K +242 +3%
BBHC
1120
Brown Brothers Harriman & Co
New York
$686K -$139K -1,886 -17%
S
1121
SignatureFD
Georgia
$686K +$68.2K +922 +11%
WSC
1122
Wellington Shields & Co
New York
$685K +$3.7K +50 +0.5%
TWMP
1123
Taylor Wealth Management Partners
Massachusetts
$684K +$275K +3,720 +68%
SSB
1124
Sandy Spring Bank
Maryland
$682K +$540K +7,303 +393%
MCA
1125
Mercer Capital Advisers
New Jersey
$680K

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.