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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
B
1226
Bailard
California
$453K
BHBT
1227
Burke & Herbert Bank & Trust
Virginia
$449K
LIC
1228
Lodestar Investment Counsel
Illinois
$449K +$73.9K +1,000 +20%
MFG
1229
Merit Financial Group
Georgia
$449K +$447K +6,046 New
WPW
1230
Waldron Private Wealth
Pennsylvania
$448K
GJIC
1231
Gamble Jones Investment Counsel
California
$446K
HPC
1232
HM Payson & Co
Maine
$439K +$90.4K +1,222 +26%
TH
1233
TCTC Holdings
Texas
$436K
LFR
1234
Lehman Financial Resources
Pennsylvania
$436K +$77.6K +1,050 +22%
ST
1235
Smithfield Trust
Pennsylvania
$433K +$33.4K +452 +8%
CB
1236
CNB Bank
Pennsylvania
$433K +$430K +5,818 New
SLF
1237
Sun Life Financial
Ontario, Canada
$432K -$1.05M -14,241 -71%
QAM
1238
QCI Asset Management
New York
$432K +$29.1K +394 +7%
MIH
1239
Meitav Investment House
Israel
$432K +$425K +5,750 New
SSP
1240
Sapphire Star Partners
Washington
$424K
PFS
1241
Prospera Financial Services
Texas
$423K -$181K -2,451 -30%
SP
1242
Successful Portfolios
Florida
$422K +$420K +5,673 New
IWA
1243
Intercontinental Wealth Advisors
Texas
$418K +$3.7K +50 +0.9%
CA
1244
Clearstead Advisors
Ohio
$416K -$14.3K -193 -3%
TFO
1245
Tarbox Family Office
California
$416K +$61.2K +827 +17%
BFEC
1246
Benjamin F. Edwards & Company
Missouri
$412K -$11.7K -158 -3%
ZIC
1247
ZWJ Investment Counsel
Georgia
$411K +$32K +433 +9%
SFP
1248
Shepherd Financial Partners
Massachusetts
$410K
MIM
1249
Montgomery Investment Management
Maryland
$408K
GWCM
1250
Godshalk Welsh Capital Management
Pennsylvania
$404K -$22.2K -300 -5%

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.