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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
GEM
1676
Global Endowment Management
North Carolina
-$457K -6,360 Closed
CAG
1677
Crestwood Advisors Group
Massachusetts
-$435K -6,063 Closed
AWA
1678
ARS Wealth Advisors
Florida
-$431K -6,004 Closed
SCA
1679
Sage Capital Advisors
South Dakota
-$427K -5,945 Closed
I
1680
IberiaBank
Louisiana
-$414K -5,765 Closed
HPC
1681
HM Payson & Co
Maine
-$411K -5,728 Closed
EP
1682
Edgestream Partners
New Jersey
-$406K -5,656 Closed
RIA
1683
Regal Investment Advisors
Michigan
-$403K -5,619 Closed
BBA
1684
BLB&B Advisors
Pennsylvania
-$400K -5,581 Closed
AC
1685
Abbrea Capital
California
-$399K -5,555 Closed
OWA
1686
One Wealth Advisors
California
-$388K -5,410 Closed
TFS
1687
TrustCore Financial Services
Tennessee
-$386K -5,385 Closed
GAG
1688
GM Advisory Group
New York
-$375K -5,232 Closed
TBNY
1689
Trustco Bank (New York)
New York
-$371K -5,178 Closed
AAMU
1690
AEGON Asset Management (UK)
United Kingdom
-$370K -5,161 Closed
XS
1691
XR Securities
Illinois
-$323K -5,107 Closed
CGT
1692
Capital Guardian Trust
California
-$365K -5,093 Closed
EWM
1693
Evermay Wealth Management
Virginia
-$359K -5,005 Closed
GFP
1694
Gryphon Financial Partners
Ohio
-$356K -4,961 Closed
FPCP
1695
Fort Point Capital Partners
California
-$352K -4,912 Closed
AWA
1696
AmeriServ Wealth Advisors
Pennsylvania
-$342K -4,770 Closed
ZB
1697
Zions Bancorporation
Utah
-$322K -4,489 Closed
CBTWT
1698
Community Bank & Trust (Waco, Texas)
Texas
-$316K -4,409 Closed
WPP
1699
Whalerock Point Partners
Rhode Island
-$315K -4,387 Closed
AAM
1700
Aureus Asset Management
Massachusetts
-$311K -4,340 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.