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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
SIS
1501
Sound Income Strategies
Florida
$22K -$10K -158 -28%
ESB
1502
Essex Savings Bank
Connecticut
$22K +$26.2K +414 New
PRC
1503
Pearl River Capital
Michigan
$22K +$26.4K +417 New
CFD
1504
Creative Financial Designs
Indiana
$21K -$3.23K -51 -11%
FFW
1505
Fusion Family Wealth
New York
$21K
NWM
1506
Northwest Wealth Management
Iowa
$21K
AIA
1507
Alera Investment Advisors
Illinois
$21K +$25.3K +399 New
PMFA
1508
Plante Moran Financial Advisors
Michigan
$20K -$40.7K -643 -62%
LWM
1509
Lenox Wealth Management
Ohio
$20K -$1.39K -22 -6%
AC
1510
Avestar Capital
New York
$19K -$9.31K -147 -25%
FPS
1511
Fieldpoint Private Securities
Connecticut
$19K
LF
1512
Lee Financial
Texas
$19K
MG
1513
MilWealth Group
Wisconsin
$18.2K +$22.2K +350 New
BWA
1514
Burt Wealth Advisors
Maryland
$18K +$6.33K +100 +40%
RFWA
1515
RPg Family Wealth Advisory
Massachusetts
$17.7K
BC
1516
Bartlett & Co
Ohio
$17K
RCG
1517
Ruggie Capital Group
Florida
$17K +$21.3K +336 New
BCWM
1518
Bartlett & Co Wealth Management
Ohio
$16.5K
PFGIA
1519
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.29K -52 -14%
FEG
1520
Financial Enhancement Group
Indiana
$16K
BL
1521
Balentine LLC
Georgia
$15K -$2.79K -44 -13%
CTB
1522
Country Trust Bank
Illinois
$15K -$190 -3 -1%
HI
1523
Human Investing
Oregon
$15K +$18K +285 New
RWA
1524
Ropes Wealth Advisors
Massachusetts
$14K -$12K -190 -42%
SNT
1525
Security National Trust
West Virginia
$13K

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.