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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
IOOF
1276
Independent Order of Foresters
Ontario, Canada
$369K -$164K -2,220 -31%
DWM
1277
Dynasty Wealth Management
Florida
$369K +$366K +4,956 New
MC
1278
Miles Capital
Iowa
$366K -$22K -297 -6%
MBA
1279
McQueen Ball & Associates
Pennsylvania
$366K
FA
1280
FCG Advisors
New Jersey
$365K +$24.8K +335 +7%
MWP
1281
MYCIO Wealth Partners
Pennsylvania
$361K +$666 +9 +0.2%
GP
1282
Girard Partners
Pennsylvania
$360K -$12.9K -174 -3%
BCM
1283
Brasada Capital Management
Texas
$360K +$173K +2,340 New
AWA
1284
AmeriServ Wealth Advisors
Pennsylvania
$360K +$353K +4,770 New
SWM
1285
SVA Wealth Management
Wisconsin
$358K -$35.2K -476 -9%
FA
1286
Fortis Advisors
Pennsylvania
$356K
AFM
1287
Abbot Financial Management
Massachusetts
$351K
RMDI
1288
R.M. Davis Inc
Maine
$350K -$3.92K -53 -1%
CWM
1289
Circle Wealth Management
New Jersey
$350K +$739 +10 +0.2%
MCP
1290
Mirador Capital Partners
California
$349K +$7.03K +95 +2%
PSF
1291
Pacific Sun Financial
California
$349K +$347K +4,686 New
AI
1292
Accredited Investors
Minnesota
$348K +$29.9K +404 +9%
WAG
1293
Winthrop Advisory Group
Massachusetts
$347K +$340K +4,596 New
BO
1294
BRR OpCo
Ohio
$345K -$4.73K -64 -1%
BB
1295
Bell Bank
North Dakota
$342K +$7.39K +100 +2%
CAN
1296
Claraphi Advisory Network
United States
$340K +$338K +4,574 New
ZB
1297
Zions Bancorporation
Utah
$335K -$9.1K -123 -3%
ECM
1298
Exchange Capital Management
Michigan
$335K +$298K +4,034 +855%
CB
1299
Cadence Bank
Mississippi
$335K +$333K +4,500 New
GI
1300
GS Investments
Minnesota
$335K

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.