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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
Kovitz Investment Group Partners
1501
Kovitz Investment Group Partners
Illinois
$44.7K -$2.41M -32,601 -5%
AF
1502
Allworth Financial
California
$44K +$813 +11 +2%
LJHT
1503
Laurie J. Hall Trustee
$42K -$59.2K -800 -58%
SIM
1504
Sonora Investment Management
Arizona
$41.3K +$6.66K +90 +19%
KPCM
1505
Kings Point Capital Management
New York
$41K
OTC
1506
Opera Trading Capital
France
$41K
AC
1507
Avestar Capital
New York
$41K +$44.2K +598 New
LCM
1508
Liberty Capital Management
Michigan
$38K
PS
1509
Portfolio Strategies
New York
$38K +$37.7K +510 New
VEA
1510
Virtus ETF Advisers
New York
$38K +$37.9K +513 New
HCM
1511
Horrell Capital Management
Arkansas
$37K
SIS
1512
Sound Income Strategies
Florida
$36K +$35.9K +485 New
DOA
1513
D'Orazio & Associates
Virginia
$36K +$36K +487 New
JFA
1514
JNBA Financial Advisors
Minnesota
$35K -$2.96K -40 -8%
AIS
1515
AlphaOne Investment Services
Pennsylvania
$34K +$148 +2 +0.4%
SFG
1516
Sage Financial Group
Pennsylvania
$33K
SMFG
1517
Sumitomo Mitsui Financial Group
Japan
$33K
MCM
1518
Mainstay Capital Management
Michigan
$32K +$31.9K +432 New
AWM
1519
Avior Wealth Management
Nebraska
$31K +$2.88K +39 +10%
FCB
1520
First Command Bank
Texas
$31K +$5.55K +75 +23%
FCFS
1521
First Command Financial Services
Texas
$31K +$5.55K +75 +23%
FFW
1522
Fusion Family Wealth
New York
$31K +$28.8K +390 +1,773%
IF
1523
Ironwood Financial
Arizona
$30K
OSNBOA
1524
Old Second National Bank of Aurora
Illinois
$30K
BCI
1525
Brinker Capital Investments
Pennsylvania
$29K +$9.02K +122 +46%

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.