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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
JFA
1726
Johanson Financial Advisors
California
-$245K -3,393 Closed
HTC
1727
Haverford Trust Company
Pennsylvania
-$242K -3,374 Closed
BWM
1728
Buckley Wealth Management
Nevada
-$242K -3,368 Closed
RMDI
1729
R.M. Davis Inc
Maine
-$241K -3,357 Closed
HPWM
1730
Highland Private Wealth Management
Washington
-$241K -3,352 Closed
CA
1731
Continuum Advisory
Idaho
-$239K -3,324 Closed
LBC
1732
Lowe Brockenbrough & Co
Virginia
-$237K -3,300 Closed
SFWA
1733
Summit Financial Wealth Advisors
Louisiana
-$228K -3,298 Closed
SWM
1734
Segment Wealth Management
Texas
-$234K -3,259 Closed
F
1735
Filament
Washington
-$232K -3,245 Closed
PAA
1736
Peregrine Asset Advisers
Oregon
-$232K -3,236 Closed
CPIG
1737
Chicago Partners Investment Group
Illinois
-$208K -3,231 Closed
FCAG
1738
First Capital Advisors Group
New Jersey
-$231K -3,222 Closed
MWM
1739
Mission Wealth Management
California
-$228K -3,185 Closed
SIG
1740
Schaller Investment Group
North Carolina
-$227K -3,169 Closed
FNT
1741
First Nebraska Trust
Nebraska
-$227K -3,163 Closed
HCA
1742
Harbour Capital Advisors
Virginia
-$225K -3,140 Closed
PV
1743
Private Vista
Illinois
-$222K -3,101 Closed
GAM
1744
Griffin Asset Management
New York
-$221K -3,074 Closed
MWM
1745
Modera Wealth Management
New Jersey
-$220K -3,072 Closed
SFM
1746
Signature Financial Management
Virginia
-$219K -3,058 Closed
GP
1747
Girard Partners
Pennsylvania
-$219K -3,057 Closed
CCG
1748
Chatham Capital Group
Georgia
-$218K -3,035 Closed
CA
1749
Callahan Advisors
Texas
-$216K -3,006 Closed
SLA
1750
Silver Lake Advisory
Utah
-$216K -3,005 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.