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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
AC
1101
Addison Capital
Pennsylvania
$471K -$90.8K -1,434 -14%
CFA
1102
Carroll Financial Associates
North Carolina
$471K -$2.09K -33 -0.4%
KTC
1103
Kistler-Tiffany Companies
Pennsylvania
$468K +$30.8K +487 +6%
CWM
1104
Cornerstone Wealth Management
Missouri
$465K -$40M -631,927 -99%
Qube Research & Technologies (QRT)
1105
Qube Research & Technologies (QRT)
United Kingdom
$465K -$1.61M -25,436 -74%
MLIC
1106
Mandatum Life Insurance Company
Finland
$463K
MMH
1107
Menora Mivtachim Holdings
Israel
$463K
HPCM
1108
High Pointe Capital Management
Illinois
$461K -$1.14M -18,080 -67%
IWA
1109
Intercontinental Wealth Advisors
Texas
$460K -$12.9K -204 -2%
NSIM
1110
North Star Investment Management
Illinois
$457K +$90.5K +1,429 +19%
CP
1111
Camelot Portfolios
Ohio
$453K -$124K -1,964 -18%
MCA
1112
Mercer Capital Advisers
New Jersey
$452K -$31.7K -500 -5%
OIM
1113
Orca Investment Management
Oregon
$449K +$7.54K +119 +1%
BFEC
1114
Benjamin F. Edwards & Company
Missouri
$449K +$76.6K +1,210 +16%
AF
1115
Affiance Financial
Minnesota
$448K
KCM
1116
Kornitzer Capital Management
Kansas
$448K
VHAM
1117
Van Hulzen Asset Management
California
$447K -$4.06M -64,062 -88%
GCIA
1118
Gabelli & Co Investment Advisers
New York
$443K +$538K +8,500 New
OIA
1119
Optimum Investment Advisors
Illinois
$442K -$132K -2,083 -20%
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$442K +$26.7K +421 +5%
CAM
1121
ClariVest Asset Management
California
$439K -$18.1K -286 -3%
ACI
1122
Alpha Cubed Investments
California
$436K -$195K -3,081 -27%
MMPW
1123
Mitchell McLeod Pugh & Williams
Alabama
$436K -$5.38K -85 -1%
BAM
1124
Belpointe Asset Management
Nevada
$433K -$455K -7,179 -46%
BRC
1125
Bell Rock Capital
Delaware
$432K -$1.25M -19,720 -70%

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.