We are live on ! Find out more
C icon

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
EFSCE
1301
Enterprise Financial Services Corp (EFSC)
Missouri
$333K -$5.69K -77 -2%
KWMG
1302
King Wealth Management Group
Florida
$332K +$330K +4,467 New
SMFS
1303
Squar Milner Financial Services
California
$331K +$306K +4,138 New
HCA
1304
Harbour Capital Advisors
Virginia
$330K -$37K -500 -10%
HHGA
1305
Halbert Hargrove Global Advisors
California
$330K -$8.73K -118 -3%
RWP
1306
RWA Wealth Partners
Massachusetts
$330K +$105K +1,421 +47%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$329K +$327K +4,424 New
HCA
1308
Heck Capital Advisors
Wisconsin
$328K +$82.7K +1,119 +34%
BBI
1309
Baxter Bros Inc
Connecticut
$327K -$38.1K -515 -10%
FPCP
1310
Fort Point Capital Partners
California
$324K +$322K +4,350 New
SCM
1311
Sterling Capital Management
North Carolina
$323K -$422K -5,700 -57%
CAM
1312
Claret Asset Management
Quebec, Canada
$322K +$320K +4,325 New
NERM
1313
New England Research & Management
Illinois
$321K +$319K +4,320 New
SCA
1314
Sage Capital Advisors
South Dakota
$320K
VWA
1315
V Wealth Advisors
Kansas
$315K +$69.7K +942 +29%
PCA
1316
Personal Capital Advisors
California
$314K +$312K +4,220 New
BMC
1317
Beaton Management Company
Massachusetts
$313K +$7.39K +100 +2%
HB
1318
Homrich & Berg
Georgia
$312K +$43.2K +584 +16%
GEA
1319
Glen Eagle Advisors
New Jersey
$311K
11A
1320
10-15 Associates
New York
$311K -$21.7K -293 -7%
MFW
1321
Meristem Family Wealth
Minnesota
$309K +$22.2K +300 +8%
BHC
1322
Bowen Hanes & Co
Florida
$307K
LCM
1323
Logan Capital Management
Pennsylvania
$307K +$50.8K +687 +20%
BAM
1324
Brave Asset Management
New Jersey
$305K -$296 -4 -0.1%
CPO
1325
Cerity Partners OCIO
New York
$299K -$1.63K -22 -0.5%

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.