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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
BWAM
1201
Boyd Watterson Asset Management
Ohio
$332K -$339K -5,346 -46%
ECM
1202
Evergreen Capital Management
Washington
$332K -$11.6K -183 -3%
SIA
1203
Sit Investment Associates
Minnesota
$331K
PFS
1204
Prospera Financial Services
Texas
$330K +$87K +1,374 +28%
KF
1205
Krilogy Financial
Missouri
$329K -$34.4K -544 -8%
MWM
1206
Meridian Wealth Management
Kentucky
$329K +$400K +6,312 New
RWM
1207
Rench Wealth Management
Texas
$327K +$75K +1,185 +23%
CMBA
1208
C.M. Bidwell & Associates
Hawaii
$327K +$398K +6,285 New
CWM
1209
Confluence Wealth Management
Oregon
$324K -$2.79K -44 -0.7%
FCA
1210
FLC Capital Advisors
California
$324K +$395K +6,231 New
AAS
1211
Avantax Advisory Services
Texas
$324K +$398K +6,293 New
MTIM
1212
Marathon Trading Investment Management
Pennsylvania
$323K -$732K -11,556 -65%
CPA
1213
Clear Perspective Advisors
Illinois
$323K -$57.9K -915 -13%
CANY
1214
Caxton Associates (New York)
New York
$320K -$12.8M -201,434 -97%
KIA
1215
KCM Investment Advisors
California
$320K -$154K -2,437 -28%
APP
1216
Avantax Planning Partners
Iowa
$320K +$67.6K +1,068 +21%
VCM
1217
Vivaldi Capital Management
Illinois
$319K +$388K +6,128 New
AA
1218
Apriem Advisors
California
$318K -$37.9K -598 -9%
CA
1219
Calton & Associates
Florida
$318K +$2.85K +45 +0.7%
TPWA
1220
TRUE Private Wealth Advisors
Oregon
$317K -$1.01K -16 -0.3%
GWCM
1221
Godshalk Welsh Capital Management
Pennsylvania
$316K +$38K +600 +11%
DWM
1222
Dakota Wealth Management
Florida
$315K -$7.66K -121 -3%
LA
1223
Legacy Advisors
Pennsylvania
$312K -$5.19K -82 -1%
1WA
1224
180 Wealth Advisors
Washington
$309K
KA
1225
Kovack Advisors
Florida
$309K +$376K +5,941 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.