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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
XWM
1276
Xcel Wealth Management
Florida
$257K +$313K +4,939 New
LCM
1277
Landscape Capital Management
New Jersey
$257K +$313K +4,943 New
MBA
1278
McQueen Ball & Associates
Pennsylvania
$256K
C
1279
Cerebellum
California
$255K +$146K +2,301 +89%
CAW
1280
Cornerstone Advisors (Washington)
Washington
$255K +$190K +3,006 +158%
VIP
1281
Vantage Investment Partners
Missouri
$253K -$235K -3,708 -43%
PP
1282
PagnatoKarp Partners
Virginia
$253K -$66.2K -1,045 -18%
WP
1283
WMS Partners
Maryland
$253K +$308K +4,862 New
TAM
1284
Trust Asset Management
Texas
$252K
PWP
1285
Principle Wealth Partners
Connecticut
$252K +$306K +4,835 New
SFA
1286
Sequoia Financial Advisors
Ohio
$251K -$206K -3,259 -40%
HFM
1287
Hartford Financial Management
Connecticut
$251K
FMT
1288
First Mercantile Trust
Tennessee
$251K +$125K +1,980 +69%
ST
1289
Smithfield Trust
Pennsylvania
$250K -$23.6K -373 -7%
BFPW
1290
BOK Financial Private Wealth
Colorado
$250K +$304K +4,800 New
SBSB
1291
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K -$20.4K -322 -6%
WAG
1292
Winthrop Advisory Group
Massachusetts
$247K -$46.7K -738 -13%
AFM
1293
Abbot Financial Management
Massachusetts
$247K -$5.13K -81 -2%
LSA
1294
L & S Advisors
California
$246K -$8.16M -128,814 -96%
LC
1295
LCNB Corp
Ohio
$246K +$46K +726 +18%
MCP
1296
Mirador Capital Partners
California
$245K +$6.71K +106 +2%
EF
1297
Empirical Finance
Pennsylvania
$244K -$34.9K -551 -11%
OGC
1298
Oak Grove Capital
New Hampshire
$241K -$31.7K -500 -10%
SAM
1299
SP Asset Management
California
$241K -$6.96K -110 -2%
CB
1300
Cadence Bank
Mississippi
$238K +$17.9K +283 +7%

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.