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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
BWA
1401
BDO Wealth Advisors
Florida
$94K +$127 +2 +0.1%
MS
1402
Mizuho Securities
Japan
$94K +$114K +1,800 New
FMII
1403
Farmers & Merchants Investments Inc
Nebraska
$93K -$6.08K -96 -5%
VLKIM
1404
Van Lanschot Kempen Investment Management
Netherlands
$92K
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
$91K -$6.78K -107 -6%
VNA
1406
Valley National Advisers
Pennsylvania
$85K +$7.41K +117 +8%
GAM
1407
Gemmer Asset Management
California
$84K -$1.39K -22 -1%
BWM
1408
Baystate Wealth Management
Massachusetts
$84K +$66.7K +1,053 +377%
IFAM
1409
Institutional & Family Asset Management
Colorado
$83K -$27.9K -440 -22%
WAP
1410
Wealthcare Advisory Partners
Pennsylvania
$83K -$9.5K -150 -9%
MCM
1411
MV Capital Management
Maryland
$82K -$7.72K -122 -7%
BDWM
1412
Brewin Dolphin Wealth Management
Ireland
$81.9K
AF
1413
Arrow Financial
New York
$81K +$3.93K +62 +4%
FLI
1414
Family Legacy Inc
South Carolina
$80K +$75.5K +1,193 +342%
WPA
1415
West Paces Advisors
Georgia
$79.1K
CFG
1416
CKW Financial Group
Hawaii
$78K
CC
1417
Claybrook Capital
Massachusetts
$77K +$13.9K +220 +18%
WDL
1418
Well Done LLC
Michigan
$77K +$93.1K +1,470 New
CHC
1419
City Holding Co
West Virginia
$76K
PCM
1420
Princeton Capital Management
New Jersey
$74K -$118K -1,864 -57%
BAM
1421
Bruderman Asset Management
New York
$74K +$55.7K +879 +163%
FFC
1422
First Financial Corp
Indiana
$72K -$6.33K -100 -7%
LWM
1423
Liberty Wealth Management
California
$72K +$88.3K +1,394 New
PAMU
1424
Pictet Asset Management (UK)
United Kingdom
$71.5K -$3.14M -49,559 -3%
SCP
1425
Stamos Capital Partners
California
$70K +$84.8K +1,340 New

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.