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Citigroup
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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 %
JFA
1326
Johanson Financial Advisors
California
$259K +$6.41K +95 +3%
PCMC
1327
Paragon Capital Management (Colorado)
Colorado
$258K +$258K +3,815 New
BCP
1328
Berkeley Capital Partners
Georgia
$256K +$1.15K +17 +0.4%
RCM
1329
RB Capital Management
Nevada
$255K +$11.5K +170 +5%
BP
1330
BBR Partners
New York
$252K +$252K +3,728 New
MCM
1331
Maryland Capital Management
Maryland
$252K +$252K +3,735 New
RT
1332
Rockland Trust
Massachusetts
$251K +$28K +415 +13%
BFG
1333
Beacon Financial Group
Texas
$251K +$251K +3,712 New
BOS
1334
Bingham Osborn & Scarborough
California
$251K +$251K +3,717 New
DWM
1335
Dynasty Wealth Management
Florida
$249K -$85.9K -1,271 -26%
VDI
1336
Vaughan David Investments
Illinois
$249K -$676 -10 -0.3%
AWM
1337
Altavista Wealth Management
North Carolina
$249K +$249K +3,693 New
IIC
1338
Ironwood Investment Counsel
Arizona
$248K -$413K -6,122 -62%
EM
1339
Excalibur Management
Massachusetts
$247K +$247K +3,660 New
HFM
1340
Hartford Financial Management
Connecticut
$246K +$137K +2,030 +126%
HB
1341
Homrich & Berg
Georgia
$245K -$37.4K -555 -13%
SIAP
1342
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$245K +$1.35K +20 +0.6%
SG
1343
StoneX Group
New York
$245K +$18.6K +275 +8%
CBTWT
1344
Community Bank & Trust (Waco, Texas)
Texas
$242K +$5.74K +85 +2%
JMH
1345
J.M. Hartwell
New York
$239K -$658K -9,740 -73%
PC
1346
Port Capital
Illinois
$238K -$1M -14,850 -81%
AAM
1347
Aureus Asset Management
Massachusetts
$238K +$50.8K +754 +27%
PCM
1348
Princeton Capital Management
New Jersey
$238K +$238K +3,519 New
HCC
1349
Hirtle Callaghan & Co
Pennsylvania
$236K – – –
WKWM
1350
Walter & Keenan Wealth Management
Indiana
$236K +$1.62K +24 +0.7%
52 53
54
55 56