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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
WB
1126
WesBanco Bank
West Virginia
$430K -$950 -15 -0.2%
RVPG
1127
Relative Value Partners Group
$427K +$31.7K +500 +6%
CM
1128
Columbus Macro
Pennsylvania
$427K +$520K +8,206 New
MFG
1129
Magnus Financial Group
New York
$423K +$515K +8,133 New
FMWA
1130
Forvis Mazars Wealth Advisors
Missouri
$420K -$92.3K -1,457 -15%
CM
1131
Castleark Management
Illinois
$417K -$9.5M -150,000 -95%
NSEDCP
1132
NJ State Employees Deferred Compensation Plan
New Jersey
$416K
PWM
1133
Perigon Wealth Management
California
$416K +$116K +1,835 +35%
WPW
1134
Waldron Private Wealth
Pennsylvania
$416K +$117K +1,848 +30%
WC
1135
Weil Company
California
$416K +$505K +7,982 New
HH
1136
Hilltop Holdings
Texas
$410K +$25.6K +405 +5%
SWMG
1137
Signature Wealth Management Group
Georgia
$408K +$7.66K +121 +2%
BOPW
1138
Brandywine Oak Private Wealth
Pennsylvania
$407K +$496K +7,833 New
DWM
1139
Dorchester Wealth Management
Quebec, Canada
$406K -$19K -300 -4%
CWAG
1140
Compton Wealth Advisory Group
Virginia
$405K +$493K +7,782 New
BWP
1141
BSW Wealth Partners
Colorado
$403K -$81.1K -1,281 -14%
WCM
1142
Weld Capital Management
New York
$402K +$489K +7,721 New
BP
1143
Ballentine Partners
Massachusetts
$401K -$178K -2,807 -27%
AAM
1144
American Asset Management
Florida
$399K -$193K -3,050 -28%
PCM
1145
Perritt Capital Management
Illinois
$398K -$19K -300 -4%
CL
1146
Choreo LLC
Illinois
$396K -$45.7K -721 -9%
PAS
1147
Partnervest Advisory Services
California
$395K -$243K -3,839 -34%
RA
1148
Rational Advisors
New York
$395K -$113K -1,781 -19%
HIM
1149
Hillsdale Investment Management
Ontario, Canada
$395K +$481K +7,600 New
HR
1150
Hayden Royal
North Carolina
$393K +$478K +7,545 New

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.