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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
BCM
1351
Breiter Capital Management
Florida
$261K +$259K +3,505 New
HCC
1352
Hirtle Callaghan & Co
Pennsylvania
$260K -$35.3K -478 -12%
ACP
1353
Aveo Capital Partners
Colorado
$260K +$258K +3,488 New
CBTWT
1354
Community Bank & Trust (Waco, Texas)
Texas
$260K +$259K +3,499 New
EGA
1355
Eagle Global Advisors
Texas
$259K
TFS
1356
TrustCore Financial Services
Tennessee
$259K +$258K +3,486 New
WKWM
1357
Walter & Keenan Wealth Management
Indiana
$258K +$256K +3,467 New
SWM
1358
Segment Wealth Management
Texas
$257K -$20K -271 -7%
AF
1359
Advisornet Financial
Minnesota
$257K +$255K +3,448 New
SWA
1360
Sutton Wealth Advisors
Florida
$256K
LCM
1361
Leisure Capital Management
California
$255K +$4.66K +63 +2%
FNT
1362
First Nebraska Trust
Nebraska
$251K +$9.91K +134 +4%
SG
1363
StoneX Group
New York
$250K +$248K +3,354 New
BWFA
1364
Baltimore-Washington Financial Advisors
Maryland
$250K +$248K +3,360 New
NIM
1365
NuWave Investment Management
New Jersey
$250K +$249K +3,362 New
RT
1366
Rockland Trust
Massachusetts
$246K
CA
1367
Callahan Advisors
Texas
$246K +$3.77K +51 +2%
AR
1368
Advisory Research
Illinois
$243K +$242K +3,266 New
BBA
1369
BLB&B Advisors
Pennsylvania
$238K +$236K +3,195 New
SIG
1370
Schaller Investment Group
North Carolina
$236K
WSFS
1371
Wilmington Savings Fund Society
Delaware
$236K +$235K +3,173 New
IP
1372
Investment Partners
Ohio
$235K +$233K +3,157 New
FHB
1373
First Hawaiian Bank
Hawaii
$233K -$1.03K -14 -0.4%
WWMSC
1374
Wagner Wealth Management (South Carolina)
South Carolina
$230K +$226K +3,050 New
CHA
1375
Cooper/Haims Advisors
New York
$230K +$228K +3,087 New

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.