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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
S
1376
Seeyond
France
$119K +$144K +2,282 New
CWM
1377
Cedar Wealth Management
California
$118K -$1.9K -30 -1%
NCM
1378
Nelson Capital Management
California
$118K
TAIM
1379
TD Ameritrade Investment Management
Nebraska
$116K +$79.2K +1,251 +128%
IIM
1380
Ipswich Investment Management
Massachusetts
$116K +$141K +2,221 New
PAI
1381
Pittenger & Anderson Inc
Nebraska
$115K -$3.99M -63,000 -97%
PFSC
1382
Peoples Financial Services Corp
Pennsylvania
$115K
PCM
1383
Penserra Capital Management
California
$114K +$104K +1,640 +289%
FNBOSM
1384
First National Bank of South Miami
Florida
$113K +$111K +1,752 New
RCAG
1385
Rehmann Capital Advisory Group
Michigan
$113K -$55.6K -878 -29%
AIP
1386
Almanack Investment Partners
Pennsylvania
$112K -$1.77K -28 -1%
LNB
1387
Ledyard National Bank
$108K -$5.57K -88 -4%
FPFS
1388
First Personal Financial Services
North Carolina
$108K +$85.5K +1,350 +186%
FCA
1389
FinTrust Capital Advisors
South Carolina
$105K +$128K +2,020 New
JA
1390
JOYN Advisors
Georgia
$104K -$286K -4,516 -69%
MWA
1391
Meridian Wealth Advisors
Texas
$104K +$127K +2,007 New
BFC
1392
Bedel Financial Consulting
Indiana
$103K
Schroder Investment Management Group
1393
Schroder Investment Management Group
United Kingdom
$102K -$12.9M -203,038 -9%
AWM
1394
AllSquare Wealth Management
New York
$102K -$98.3K -1,553 -44%
EWM
1395
Edge Wealth Management
New York
$101K -$912K -14,403 -88%
SIAS
1396
Shine Investment Advisory Services
Colorado
$100K
PG
1397
Patten Group
Tennessee
$98K -$192K -3,040 -62%
CAGAS
1398
Capital Advisory Group Advisory Services
Minnesota
$96K -$685K -10,813 -86%
VRM
1399
Vectors Research Management
New York
$96K +$30.3K +479 +35%
MFW
1400
Mosaic Family Wealth
Missouri
$94K -$14.9K -236 -12%

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.