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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
MFW
1301
Meristem Family Wealth
Minnesota
$236K -$380 -6 -0.1%
NAM
1302
NTV Asset Management
West Virginia
$235K -$2.09K -33 -0.7%
GI
1303
GS Investments
Minnesota
$234K
AC
1304
Almitas Capital
California
$234K +$285K +4,500 New
PCA
1305
Personal Capital Advisors
California
$233K +$49.6K +784 +21%
CIC
1306
Chilton Investment Company
Connecticut
$232K -$91.5M -1,444,725 -100%
MA
1307
Mutual Advisors
Nebraska
$232K +$3.55K +56 +1%
CC
1308
Cedar Capital
Illinois
$231K -$7.09K -112 -2%
BWM
1309
BT Wealth Management
Georgia
$228K +$231K +3,653 New
USGIU
1310
U.S. Global Investors (USGI)
Texas
$228K +$277K +4,375 New
CWM
1311
Circle Wealth Management
New Jersey
$225K
CFA
1312
Clarfeld Financial Advisors
New York
$225K +$273K +4,306 New
OC
1313
Oakworth Capital
Alabama
$223K +$74.7K +1,179 +38%
SAM
1314
Sycomore Asset Management
France
$223K +$222K +3,500 New
FIA
1315
FNY Investment Advisers
New York
$223K +$256K +4,050 +1,620%
BAS
1316
Brown Advisory Securities
Maryland
$223K +$259K +4,092 New
HHGA
1317
Halbert Hargrove Global Advisors
California
$221K -$19.5K -308 -7%
GEA
1318
Glen Eagle Advisors
New Jersey
$218K
RWM
1319
Ritholtz Wealth Management
New York
$217K -$19.9K -314 -7%
NNP
1320
Nachman Norwood & Parrott
South Carolina
$217K +$264K +4,174 New
QT
1321
Quantbot Technologies
New York
$216K -$3.33M -52,647 -93%
FNT
1322
First National Trust
Pennsylvania
$215K -$132K -2,081 -34%
ABC
1323
Associated Banc-Corp
Wisconsin
$215K +$30.4K +480 +13%
PAG
1324
Pinnacle Advisory Group
Maryland
$214K -$94.3K -1,490 -27%
BHC
1325
Bowen Hanes & Co
Florida
$214K

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.