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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
M
1476
MOTCO
Texas
$34K -$29.9K -472 -42%
RWML
1477
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$33.9K +$25.5K +402 +161%
APW
1478
Acima Private Wealth
Virginia
$33K +$40.5K +639 New
BCM
1479
Blume Capital Management
California
$32K +$38K +600 +4,615%
SIAG
1480
Signet Investment Advisory Group
Rhode Island
$32K +$39.9K +630 New
CWM
1481
Cranbrook Wealth Management
Michigan
$31K -$4.88K -77 -11%
THWM
1482
Taylor Hoffman Wealth Management
Virginia
$31K +$32.3K +510 +654%
TL
1483
TrueWealth LLC
Georgia
$30K -$38.6K -609 -51%
DOA
1484
D'Orazio & Associates
Virginia
$30K +$253 +4 +0.7%
HFM
1485
Harvest Fund Management
China
$30K +$36.9K +583 New
SIM
1486
Sonora Investment Management
Arizona
$29K
EWA
1487
Evolution Wealth Advisors
Florida
$29K +$35.1K +555 New
LFG
1488
Larson Financial Group
Missouri
$29K +$35.7K +564 New
CBT
1489
Central Bank & Trust
Kentucky
$27K
ATC
1490
Adirondack Trust Company
New York
$26K -$1.58K -25 -5%
HCM
1491
Horrell Capital Management
Arkansas
$26K
ONST
1492
Old North State Trust
North Carolina
$26K
HR
1493
Howe & Rusling
New York
$26K +$3.74K +59 +14%
FRA
1494
Front Row Advisors
California
$25K +$4.75K +75 +19%
AWM
1495
Aevitas Wealth Management
Massachusetts
$24K -$149K -2,346 -83%
NC
1496
NewSquare Capital
Pennsylvania
$24K -$37.9K -598 -56%
AWMS
1497
Advocacy Wealth Management Services
Georgia
$24K +$5.57K +88 +24%
SFG
1498
Sage Financial Group
Pennsylvania
$23K
WC
1499
Whitnell & Co
Illinois
$23K
IC
1500
Inscription Capital
Texas
$23K +$28.5K +450 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.