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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
BTW
1401
Boston Trust Walden
Massachusetts
$204K +$203K +2,744 New
AAM
1402
AR Asset Management
California
$204K +$203K +2,746 New
AWA
1403
ARS Wealth Advisors
Florida
$204K +$203K +2,746 New
IC
1404
Intersect Capital
California
$203K +$201K +2,724 New
PP
1405
PagnatoKarp Partners
Virginia
$202K +$200K +2,709 New
WI
1406
Wedgewood Investors
Pennsylvania
$202K +$201K +2,721 New
NFC
1407
Northeast Financial Consultants
Connecticut
$200K +$200K +2,700 New
SC
1408
SRB Corp
Massachusetts
$199K
PFBT
1409
Parkside Financial Bank & Trust
Missouri
$199K +$1.55K +21 +0.8%
LWCFA
1410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K -$32.5K -440 -14%
TWA
1411
TCI Wealth Advisors
Arizona
$194K +$6.14K +83 +3%
KA
1412
Kaizen Advisory
Illinois
$193K +$192K +2,594 New
CWM
1413
Cedar Wealth Management
California
$189K -$518 -7 -0.3%
NCM
1414
Nelson Capital Management
California
$182K +$3.55K +48 +2%
JWA
1415
JFS Wealth Advisors
Pennsylvania
$180K +$6.36K +86 +4%
AWM
1416
Aevitas Wealth Management
Massachusetts
$173K +$172K +2,330 New
OFW
1417
Omnia Family Wealth
Florida
$171K +$111K +1,500 +188%
LF
1418
Lee Financial
Texas
$167K +$60.1K +813 +57%
ME
1419
McIlrath & Eck
Washington
$166K +$165K +2,237 New
MFW
1420
Mosaic Family Wealth
Missouri
$160K -$625K -8,453 -80%
BL
1421
Balentine LLC
Georgia
$157K +$16.9K +228 +12%
FFC
1422
First Financial Corp
Indiana
$155K -$11.7K -158 -7%
PFA
1423
Pathway Financial Advisors
Vermont
$154K +$153K +2,070 New
GFP
1424
Gryphon Financial Partners
Ohio
$149K +$148K +2,006 New
JCM
1425
Jacobi Capital Management
Pennsylvania
$148K -$33.3K -450 -18%

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.