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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
MIM
1251
Montgomery Investment Management
Maryland
$283K -$1.39K -22 -0.4%
FA
1252
Fortis Advisors
Pennsylvania
$283K
GPA
1253
Garrison Point Advisors
California
$282K +$343K +5,420 New
BPWA
1254
Beacon Pointe Wealth Advisors
California
$279K +$338K +5,335 New
BB
1255
Bell Bank
North Dakota
$278K -$17.2K -271 -5%
TMAM
1256
Tokio Marine Asset Management
Japan
$276K +$47.3K +747 +16%
RCM
1257
RB Capital Management
Nevada
$271K +$65K +1,026 +25%
SYBT
1258
Stock Yards Bank & Trust
Kentucky
$270K +$6.65K +105 +2%
SCG
1259
Sonata Capital Group
Washington
$269K -$183K -2,890 -36%
BO
1260
BRR OpCo
Ohio
$269K +$36.2K +571 +12%
GLA
1261
Good Life Advisors
Pennsylvania
$267K -$6.21K -98 -2%
GVAG
1262
Great Valley Advisor Group
Delaware
$266K +$327K +5,159 New
AAP
1263
Arax Advisory Partners
Colorado
$265K -$14.8K -233 -4%
FMC
1264
First Merchants Corp
Indiana
$263K -$359K -5,665 -53%
LIC
1265
Lodestar Investment Counsel
Illinois
$262K -$63.3K -1,000 -17%
PWPS
1266
Pinnacle Wealth Planning Services
Ohio
$261K -$27.7K -438 -8%
SC
1267
Sovarnum Capital
New York
$260K -$5.07M -80,000 -94%
BA
1268
Birinyi Associates
Connecticut
$260K -$237K -3,750 -43%
HA
1269
Harbor Advisors
Florida
$260K
PGWM
1270
Parisi Gray Wealth Management
New Jersey
$260K
IWP
1271
Icon Wealth Partners
Texas
$259K -$136K -2,154 -30%
MWP
1272
MYCIO Wealth Partners
Pennsylvania
$258K -$12.9K -203 -4%
LBD
1273
Landsberg Bennett & Dubbaneh
Florida
$258K +$313K +4,947 New
SVWA
1274
Sound View Wealth Advisors
Georgia
$258K +$313K +4,949 New
CAM
1275
Claret Asset Management
Quebec, Canada
$257K

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.