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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
DWT
1151
Dorsey & Whitney Trust
South Dakota
$619K -$222 -3 -0%
CPP
1152
Crow Point Partners
Massachusetts
$618K -$342K -4,629 -36%
JIC
1153
Joel Isaacson & Co
New York
$617K -$34.2K -462 -5%
EWM
1154
Evercore Wealth Management
New York
$612K +$14.8K +200 +2%
NDSI
1155
Newman Dignan & Sheerar Inc
Rhode Island
$610K -$8.5K -115 -1%
I
1156
IberiaBank
Louisiana
$610K -$5.55K -75 -0.9%
QFA
1157
Quattro Financial Advisors
Texas
$606K
GLA
1158
Good Life Advisors
Pennsylvania
$606K +$207K +2,797 +52%
KA
1159
Kovack Advisors
Florida
$606K +$603K +8,148 New
ACI
1160
Alpha Cubed Investments
California
$604K -$116K -1,571 -16%
HJMC
1161
Hellman Jordan Management Company
Massachusetts
$601K
LNC
1162
Lincoln National Corp
Pennsylvania
$597K +$232K +3,141 +64%
BWP
1163
BSW Wealth Partners
Colorado
$596K
NSEDCP
1164
NJ State Employees Deferred Compensation Plan
New Jersey
$595K
PCM
1165
Perritt Capital Management
Illinois
$592K
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$592K +$20.6K +278 +4%
AP
1167
AHL Partners
United Kingdom
$588K +$584K +7,903 New
WA
1168
WBH Advisory
Maryland
$584K +$125K +1,686 +27%
WCM
1169
Weik Capital Management
Pennsylvania
$581K -$3.7K -50 -0.6%
HSA
1170
HBK Sorce Advisory
Pennsylvania
$581K +$131K +1,765 +29%
MRCM
1171
M&R Capital Management
New Jersey
$580K +$277K +3,742 +92%
RVPG
1172
Relative Value Partners Group
$575K -$20.3K -275 -3%
CCMG
1173
Clark Capital Management Group
Pennsylvania
$567K +$42.6K +576 +8%
NRS
1174
Neville Rodie & Shaw
New York
$567K +$44.1K +596 +8%
PFC
1175
Phocas Financial Corp
California
$565K

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.