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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
OIA
1176
OneDigital Investment Advisors
Kansas
$366K -$9.44K -149 -2%
SLF
1177
Sun Life Financial
Ontario, Canada
$362K +$2.66K +42 +0.6%
PCMC
1178
Private Capital Management (Colorado)
Colorado
$360K +$437K +6,908 New
QI
1179
Qtron Investments
Massachusetts
$359K +$436K +6,889 New
LNC
1180
Lincoln National Corp
Pennsylvania
$358K -$98.8K -1,560 -19%
WSTAM
1181
Wilbanks Smith & Thomas Asset Management
Virginia
$358K -$32.1K -507 -7%
RSS
1182
Rosenblum Silverman Sutton
California
$357K -$1.68M -26,562 -69%
AIM
1183
Aspen Investment Management
Michigan
$357K -$376K -5,935 -46%
QCG
1184
Quadrant Capital Group
Ohio
$357K +$6.96K +110 +2%
KA
1185
Kaizen Advisory
Illinois
$356K +$47.3K +747 +12%
BHBT
1186
Burke & Herbert Bank & Trust
Virginia
$356K +$50.7K +800 +13%
SMFS
1187
Squar Milner Financial Services
California
$353K +$182K +2,872 +73%
BSW
1188
Buckingham Strategic Wealth
Missouri
$349K +$22.2K +351 +6%
CGL
1189
Clarius Group LLC
Washington
$349K +$152K +2,395 +55%
BFM
1190
Boothbay Fund Management
New York
$348K +$423K +6,685 New
CFGS
1191
Concourse Financial Group Securities
Alabama
$346K +$181K +2,858 +75%
HB
1192
Homrich & Berg
Georgia
$344K +$88.5K +1,398 +27%
ATFA
1193
All Terrain Financial Advisors
Minnesota
$343K -$70.1K -1,107 -14%
SAM
1194
Seelaus Asset Management
New Jersey
$343K -$3.1K -49 -0.7%
NL
1195
NWAM LLC
Washington
$342K -$93.1K -1,470 -18%
BC
1196
Banced Corp
Illinois
$342K -$28.2K -445 -6%
BAC
1197
Boys Arnold & Co
North Carolina
$341K -$47.5K -750 -10%
AWM
1198
AE Wealth Management
Kansas
$339K -$25.2K -398 -6%
PFC
1199
Phocas Financial Corp
California
$338K -$31.7K -500 -7%
PPP
1200
Private Portfolio Partners
New Jersey
$337K +$410K +6,470 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.