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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
WWM
1776
Willingdon Wealth Management
North Carolina
-$33K -454 Closed
DWA
1777
Divergent Wealth Advisors
Utah
-$32K -446 Closed
MCM
1778
Mainstay Capital Management
Michigan
-$31K -436 Closed
BA
1779
Ballew Advisors
Mississippi
-$20K -313 Closed
MWM
1780
MinichMacGregor Wealth Management
New York
-$19K -274 Closed
TC
1781
Trilogy Capital
California
-$19K -263 Closed
IP
1782
Isthmus Partners
Wisconsin
-$18K -250 Closed
SFM
1783
Signet Financial Management
New Jersey
-$13K -176 Closed
HI
1784
Harrington Investments
California
-$11K -150 Closed
AIL
1785
AGF Investments LLC
Ontario, Canada
-$11K -148 Closed
BCM
1786
Brasada Capital Management
Texas
-$10K -138 Closed
BAMG
1787
Brand Asset Management Group
Missouri
-$7K -100 Closed
WF
1788
WealthTrust Fairport
Ohio
-$7K -100 Closed
ACM
1789
Advent Capital Management
New York
-$6K -88 Closed
CWSR
1790
Chessman Wealth Strategies RIA
Texas
-$5K -69 Closed
MCM
1791
Monument Capital Management
Virginia
-$4K -56 Closed
WA
1792
WP Advisors
California
-$2K -27 Closed
SMG
1793
Spectrum Management Group
Indiana
-$2K -25 Closed
PAMG
1794
Patton Albertson Miller Group
Tennessee
-$1K -20 Closed
OBWP
1795
O'Brien Wealth Partners
Massachusetts
-$1K -14 Closed
BHWM
1796
Bay Harbor Wealth Management
Maryland
+$380 +6 New
ST
1797
Sageworth Trust
Pennsylvania
+$507 +8 New

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.