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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
BAM
1451
Barrett Asset Management
New York
$49K +$2.53K +40 +4%
OFW
1452
Omnia Family Wealth
Florida
$48K
CB
1453
Community Bank
New York
$47K
FCMT
1454
Founders Capital Management (Texas)
Texas
$47K
WIM
1455
Westside Investment Management
California
$46.1K
GTAM
1456
Global Trust Asset Management
Florida
$46K
BWP
1457
Baldwin Wealth Partners
Massachusetts
$45K
NS
1458
NewDay Solutions
New Hampshire
$45K +$54.5K +860 New
CHP
1459
Cable Hill Partners
Oregon
$44K +$1.84K +29 +4%
HI
1460
Hudock Inc
Pennsylvania
$43K +$23.4K +369 +79%
TIM
1461
Tortoise Investment Management
New York
$42K -$12.7K -200 -20%
MSA
1462
Marino Stram & Associates
Massachusetts
$42K +$1.77K +28 +4%
SPL
1463
Smart Portfolios LLC
Washington
$42K +$13.3K +210 +35%
AF
1464
Allworth Financial
California
$41K +$6.08K +96 +14%
EWM
1465
Executive Wealth Management
Michigan
$41K +$50K +789 New
EAM
1466
Exane Asset Management
France
$39.4K -$3.12M -49,243 -98%
SC
1467
Sawyer & Company
Massachusetts
$39K -$25.4K -401 -35%
KPCM
1468
Kings Point Capital Management
New York
$39K
TC
1469
Trust Company
Kansas
$39K
LWANC
1470
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K +$47K +743 New
BCI
1471
Brinker Capital Investments
Pennsylvania
$37K -$12.6K -199 -22%
LJHT
1472
Laurie J. Hall Trustee
$36K
PW
1473
Price Wealth
Texas
$36K
HWA
1474
Heritage Wealth Advisors
Virginia
$35K -$8.04K -127 -16%
PWM
1475
PRW Wealth Management
Massachusetts
$35K +$42K +663 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.