We are live on ! Find out more
C icon

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
B
1226
Bailard
California
$307K -$25K -395 -6%
EWA
1227
EP Wealth Advisors
California
$303K -$32.3K -510 -8%
WCA
1228
Westover Capital Advisors
Delaware
$300K +$85.9K +1,356 +31%
BWP
1229
Bernardo Wealth Planning
Pennsylvania
$300K +$365K +5,757 New
SFSIG
1230
San Francisco Sentry Investment Group
California
$299K +$42.6K +672 +13%
HCM
1231
Highlander Capital Management
New Jersey
$297K -$508K -8,021 -59%
EMG
1232
Ellington Management Group
Connecticut
$297K -$76K -1,200 -17%
SSP
1233
Sapphire Star Partners
Washington
$297K
LDFR
1234
Lehman & Derafelo Financial Resources
Pennsylvania
$297K +$361K +5,700 New
IOOF
1235
Independent Order of Foresters
Ontario, Canada
$296K -$3.17K -50 -0.9%
CA
1236
Clearstead Advisors
Ohio
$296K +$29.1K +459 +9%
LC
1237
Lourd Capital
California
$295K -$195K -3,077 -35%
BJL
1238
Brighton Jones LLC
Washington
$294K -$35K -552 -9%
TFO
1239
Tarbox Family Office
California
$292K -$6.46K -102 -2%
MIH
1240
Meitav Investment House
Israel
$292K
QAM
1241
QCI Asset Management
New York
$292K
JWBC
1242
J.W. Burns & Co
New York
$290K -$81.2K -1,282 -19%
IA
1243
IFG Advisory
Georgia
$289K -$127K -2,001 -26%
WCM
1244
Weik Capital Management
Pennsylvania
$289K -$101K -1,600 -22%
SDWMA
1245
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K +$351K +5,550 New
MMG
1246
Monetary Management Group
Missouri
$288K -$15.8K -250 -4%
SP
1247
Successful Portfolios
Florida
$287K -$9.81K -155 -3%
WCA
1248
Windsor Creek Advisors
Vermont
$286K +$348K +5,500 New
IWC
1249
Integrated Wealth Concepts
Massachusetts
$285K +$93.8K +1,481 +37%
EGA
1250
Eagle Global Advisors
Texas
$285K +$127K +2,000 +58%

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.