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Citigroup
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Overview Fund Activity

1,595 hedge funds and large institutions have $95.1B invested in Citigroup in 2018 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 484 increasing their positions, 754 reducing their positions, and 199 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
-19
Holders Change %
-1.18%
% of All Funds
35.59%
Holding in Top 10
107
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-21.9%
% of All Funds
2.39%
New
197
Increased
484
Reduced
754
Closed
199
Calls
$2.97B
Puts
$2.97B
Net Calls
-$929K
Net Calls Change
-$339M

Top Buyers

1
VH
ValueAct Holdings
California
+$276M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$250M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$229M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$186M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$182M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$963M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$482M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$377M
4
CWG
C WorldWide Group
Denmark
-$355M
5
State Street
State Street
Massachusetts
-$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1226
Bernardo Wealth Planning
Pennsylvania
$300K +$300K +5,757 New
SFSIG
1227
San Francisco Sentry Investment Group
California
$299K +$35K +672 +13%
HCM
1228
Highlander Capital Management
New Jersey
$297K -$423K -8,021 -59%
EMG
1229
Ellington Management Group
Connecticut
$297K -$62.5K -1,200 -17%
SSP
1230
Sapphire Star Partners
Washington
$297K – – –
LDFR
1231
Lehman & Derafelo Financial Resources
Pennsylvania
$297K +$297K +5,700 New
IOOF
1232
Independent Order of Foresters
Ontario, Canada
$296K -$2.6K -50 -0.9%
CA
1233
Clearstead Advisors
Ohio
$296K +$23.9K +459 +9%
LC
1234
Lourd Capital
California
$295K -$160K -3,077 -35%
BJL
1235
Brighton Jones LLC
Washington
$294K -$28.7K -552 -9%
TFO
1236
Tarbox Family Office
California
$292K -$5.31K -102 -2%
QAM
1237
QCI Asset Management
New York
$292K – – –
MIH
1238
Meitav Investment House
Israel
$292K – – –
JWBC
1239
J.W. Burns & Co
New York
$290K -$66.7K -1,282 -19%
IA
1240
IFG Advisory
Georgia
$289K -$104K -2,001 -26%
WCM
1241
Weik Capital Management
Pennsylvania
$289K -$83.2K -1,600 -22%
SDWMA
1242
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K +$289K +5,550 New
MMG
1243
Monetary Management Group
Missouri
$288K -$13K -250 -4%
SP
1244
Successful Portfolios
Florida
$287K -$8.06K -155 -3%
WCA
1245
Windsor Creek Advisors
Vermont
$286K +$286K +5,500 New
IWC
1246
Integrated Wealth Concepts
Massachusetts
$285K +$77.2K +1,481 +37%
EGA
1247
Eagle Global Advisors
Texas
$285K +$104K +2,000 +58%
MIM
1248
Montgomery Investment Management
Maryland
$283K -$1.14K -22 -0.4%
FA
1249
Fortis Advisors
Pennsylvania
$283K – – –
GPA
1250
Garrison Point Advisors
California
$282K +$282K +5,420 New
48 49
50
51 52