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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
AAMU
1351
Amundi Asset Management US
Massachusetts
$181K +$41.2M +650,584 +23%
TF
1352
Tompkins Financial
New York
$179K
DSI
1353
Daiwa SB Investments
Japan
$178K -$160K -2,530 -43%
PB
1354
Pinnacle Bancorp
Nebraska
$178K +$216K +3,417 New
SIAP
1355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$174K
M
1356
Mirova
France
$167K +$203K +3,199 New
RWA
1357
River Wealth Advisors
Pennsylvania
$160K -$44.3K -700 -19%
LWCFA
1358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K +$21.3K +337 +13%
WEC
1359
Winslow Evans & Crocker
Massachusetts
$152K +$4.69K +74 +3%
SWA
1360
Sutton Wealth Advisors
Florida
$148K +$11.3K +179 +7%
TWA
1361
TCI Wealth Advisors
Arizona
$146K +$12.5K +197 +8%
RTC
1362
Riverview Trust Company
Washington
$146K +$177K +2,795 New
FNC
1363
First National Corp
Massachusetts
$145K +$176K +2,781 New
PFBT
1364
Parkside Financial Bank & Trust
Missouri
$144K -$4.75K -75 -3%
BC
1365
Blueport Capital
Texas
$140K -$55.6K -878 -25%
SQA
1366
Simon Quick Advisors
New Jersey
$140K +$165K +2,606 +2,995%
AIM
1367
Advantage Investment Management
Iowa
$137K +$37K +585 +29%
FC
1368
Ferris Capital
Massachusetts
$136K -$191K -3,014 -54%
LC
1369
Lavaca Capital
Texas
$134K +$163K +2,569 New
SBL
1370
Sargent Bickham Lagudis
Colorado
$133K +$150K +2,370 +1,234%
WAS
1371
WESPAC Advisors SoCal
California
$131K -$40.5K -640 -20%
LFA
1372
Legacy Financial Advisors
Kentucky
$124K +$62.7K +990 +71%
SCM
1373
Silvant Capital Management
Georgia
$123K
BCA
1374
Berman Capital Advisors
Georgia
$120K -$116K -1,835 -44%
VCM
1375
Vigilant Capital Management
Maine
$119K -$316K -4,991 -69%

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.