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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
VCM
1526
Versant Capital Management
Arizona
$13K
AWM
1527
Avondale Wealth Management
Texas
$12K
WAM
1528
Watermark Asset Management
California
$12K
RBC
1529
Roble Belko & Company
Pennsylvania
$11K +$63 +1 +0.5%
LGWM
1530
Litman Gregory Wealth Management
California
$11K +$13.9K +220 New
HT
1531
Heritage Trust
Oklahoma
$10K -$6.39K -101 -34%
RFM
1532
Royal Fund Management
Florida
$10K +$190 +3 +2%
ACA
1533
Ackerman Capital Advisors
Texas
$10K +$32.3M +510,600 +5,106%
LFG
1534
LifePlan Financial Group
Ohio
$9K -$38K -600 -78%
AOWM
1535
Alpha Omega Wealth Management
Virginia
$8K
MWC
1536
MKD Wealth Coaches
Michigan
$8K +$9.5K +150 New
MWC
1537
MBM Wealth Consultants
Missouri
$8K +$10.3K +163 New
WPW
1538
Winthrop Partners - WNY
New York
$7.03K
AWM
1539
Avior Wealth Management
Nebraska
$7K -$5.95K -94 -39%
EWA
1540
ERTS Wealth Advisors
Michigan
$7K +$8.17K +129 New
KCM
1541
Karp Capital Management
California
$7K +$8.17K +129 New
SFA
1542
Semmax Financial Advisors
North Carolina
$7K +$8.55K +135 New
CFN
1543
Cordasco Financial Network
Florida
$6K
MWM
1544
Mascoma Wealth Management
New Hampshire
$6K
FBT
1545
First Bank & Trust
South Dakota
$6K +$6.96K +110 New
POIA
1546
Pin Oak Investment Advisors
Texas
$6K +$8.48K +134 New
LPC
1547
Loeb Partners Corp
New York
$5K -$475K -7,500 -99%
NIM
1548
NuWave Investment Management
New Jersey
$5K -$159K -2,516 -97%
GWS
1549
Glassman Wealth Services
Virginia
$5K -$8.23K -130 -56%
MIM
1550
Macroview Investment Management
Maryland
$5K

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.