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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
CWM
1201
Confluence Wealth Management
Oregon
$513K
JWBC
1202
J.W. Burns & Co
New York
$506K +$739 +10 +0.1%
VFA
1203
Voya Financial Advisors
Connecticut
$503K +$4.73K +64 +1%
PAG
1204
Pinnacle Advisory Group
Maryland
$497K +$21.4K +290 +5%
EA
1205
Edge Advisors
Georgia
$495K +$158K +2,143 +47%
SCI
1206
Stableford Capital II
Arizona
$493K -$32.5K -439 -6%
SBSB
1207
Sullivan, Bruyette, Speros & Blaney
Virginia
$493K +$20K +270 +4%
WSTAM
1208
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$39.9K +540 +9%
EA
1209
Emerald Advisers
Pennsylvania
$490K -$12.7K -172 -3%
SIA
1210
Sit Investment Associates
Minnesota
$490K
JIP
1211
Jaffetilchin Investment Partners
Florida
$489K -$708K -9,570 -59%
JAFL
1212
Jay A. Fishman Ltd
Michigan
$489K +$69.1K +935 +17%
DCM
1213
Driehaus Capital Management
Illinois
$486K
FC
1214
Ferris Capital
Massachusetts
$483K -$2.29K -31 -0.5%
FAM
1215
Foresters Asset Management
Ontario, Canada
$477K -$436K -5,900 -53%
AA
1216
Apriem Advisors
California
$476K -$19.5K -264 -4%
SFWA
1217
Summit Financial Wealth Advisors
Louisiana
$470K +$27.3K +369 +6%
TCMG
1218
TSP Capital Management Group
New Jersey
$469K -$104K -1,400 -18%
HCM
1219
Hilton Capital Management
New York
$467K +$205K +2,770 +79%
IAMOG
1220
Investors Asset Management of Georgia
Georgia
$463K -$24.7K -334 -5%
IA
1221
IFG Advisory
Georgia
$463K +$461K +6,230 New
SCM
1222
Silver Capital Management
New York
$461K
KIA
1223
KCM Investment Advisors
California
$456K -$739 -10 -0.2%
KF
1224
Krilogy Financial
Missouri
$454K -$88.5K -1,197 -16%
FFA
1225
First Foundation Advisors
California
$454K -$74.1K -1,002 -14%

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.