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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
JWM
1651
Jackson Wealth Management
Florida
-$1.36M -18,918 Closed
DAM
1652
Doheny Asset Management
California
-$1.35M -18,775 Closed
WSL
1653
Western Standard LLC
California
-$1.28M -17,849 Closed
ADBIC
1654
A.D. Beadell Investment Counsel
Wisconsin
-$1.21M -16,820 Closed
SA
1655
Springowl Associates
New York
-$1.15M -16,000 Closed
WCA
1656
Waratah Capital Advisors
Ontario, Canada
-$1.09M -15,133 Closed
CCMT
1657
CMT Capital Markets Trading
Germany
-$830K -13,111 Closed
JSL
1658
JT Stratford LLC
Georgia
-$884K -12,317 Closed
BCP
1659
Blackhawk Capital Partners
Wisconsin
-$244K -11,515 Closed
GFPC
1660
Global Financial Private Capital
Florida
-$816K -11,375 Closed
BA
1661
Broadview Advisors
Wisconsin
-$753K -10,500 Closed
CL
1662
CPWM LLC
Washington
-$714K -9,947 Closed
SGA
1663
Strategic Global Advisors
California
-$692K -9,648 Closed
CCM
1664
Coldstream Capital Management
Washington
-$665K -9,274 Closed
PIC
1665
PCJ Investment Counsel
Ontario, Canada
-$638K -8,900 Closed
VCWA
1666
Vanguard Capital Wealth Advisors
Colorado
-$610K -8,512 Closed
MC
1667
Menta Capital
California
-$595K -8,300 Closed
IC
1668
InterOcean Capital
Illinois
-$574K -8,007 Closed
SMC
1669
Smith, Moore & Co
Missouri
-$556K -7,745 Closed
NFC
1670
Northeast Financial Consultants
Connecticut
-$545K -7,600 Closed
DWM
1671
Dynasty Wealth Management
Florida
-$529K -7,371 Closed
WA
1672
Waverly Advisors
Alabama
-$523K -7,292 Closed
KTA
1673
Keeley-Teton Advisors
Illinois
-$508K -7,077 Closed
MHP
1674
Manatuck Hill Partners
Connecticut
-$506K -7,060 Closed
SC
1675
SouthState Corp
Florida
-$493K -6,874 Closed

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.