C icon

Citigroup
C

Overview Fund Activity

1,605 hedge funds and large institutions have $135B invested in Citigroup in 2018 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 611 increasing their positions, 645 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,605
Holders Change
+6
Holders Change %
+0.38%
% of All Funds
36.84%
Holding in Top 10
144
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-18.64%
% of All Funds
3.31%
New
133
Increased
611
Reduced
645
Closed
117
Calls
$3.07B
Puts
$3.43B
Net Calls
-$367M
Net Calls Change
+$686M

Top Buyers

1
VH
ValueAct Holdings
California
+$1.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$332M
3
Deutsche Bank
Deutsche Bank
Germany
+$203M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$194M
5
MWNA
Marshall Wace North America
New York
+$164M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$988M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$566M
3
State Street
State Street
Massachusetts
-$505M
4
O
OppenheimerFunds
New York
-$470M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
1301
Beaton Management Company
Massachusetts
$284K – – –
FHB
1302
First Hawaiian Bank
Hawaii
$283K +$70.9K +1,051 +33%
GEA
1303
Glen Eagle Advisors
New Jersey
$283K – – –
11A
1304
10-15 Associates
New York
$282K +$135 +2 +0%
SMFS
1305
Squar Milner Financial Services
California
$282K +$2.23K +33 +0.8%
TTWM
1306
TCV Trust & Wealth Management
Virginia
$281K +$36.4K +540 +15%
RWP
1307
RWA Wealth Partners
Massachusetts
$280K -$19.5K -289 -7%
BAM
1308
Brave Asset Management
New Jersey
$279K +$2.9K +43 +1%
CCM
1309
Coldstream Capital Management
Washington
$278K -$81.9K -1,212 -23%
BHC
1310
Bowen Hanes & Co
Florida
$278K – – –
LCM
1311
Logan Capital Management
Pennsylvania
$278K – – –
ATFA
1312
All Terrain Financial Advisors
Minnesota
$276K +$26.6K +394 +11%
TFS
1313
TrustCore Financial Services
Tennessee
$274K +$38.7K +573 +16%
CA
1314
Continuum Advisory
Idaho
$274K +$274K +4,056 New
ZB
1315
Zions Bancorporation
Utah
$273K -$30.7K -454 -10%
CPO
1316
Cerity Partners OCIO
New York
$271K – – –
ACA
1317
Atlas Capital Advisors
Wyoming
$270K +$270K +4,003 New
BFO
1318
Biltmore Family Office
North Carolina
$270K – – –
UAM
1319
UAS Asset Management
New York
$270K +$270K +4,000 New
LFA
1320
Landmark Financial Advisors
Kentucky
$268K – – –
CC
1321
Cedar Capital
Illinois
$266K -$5.33K -79 -2%
NCM
1322
Northside Capital Management
Oregon
$265K – – –
GP
1323
Girard Partners
Pennsylvania
$264K -$62.5K -926 -19%
CCM
1324
Check Capital Management
California
$263K – – –
BCA
1325
Berman Capital Advisors
Georgia
$263K +$263K +3,903 New
51 52
53
54 55