Citigroup
1,611 hedge funds and large institutions have $135B invested in Citigroup in 2018 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 614 increasing their positions, 647 reducing their positions, and 117 closing their positions.
14% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 117
0% more funds holding
Funds holding: 1,605 → 1,611 (+6)
0.27% more ownership
Funds ownership: 77.98% → 78.25% (+0.27%)
5% less repeat investments, than reductions
Existing positions increased: 614 | Existing positions reduced: 647
11% less call options, than puts
Call options by funds: $3.07B | Put options by funds: $3.43B
12% less capital invested
Capital invested by funds: $153B → $135B (-$18.2B)
19% less funds holding in top 10
Funds holding in top 10: 178 → 145 (-33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$1.13B |
| 2 |
D.E. Shaw & Co
New York
|
+$369M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$226M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$216M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.1B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$631M |
| 3 |
State Street
Boston,
Massachusetts
|
-$563M |
| 4 |
O
OppenheimerFunds
New York
|
-$523M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$342M |
C Hedge Fund Activity: Q1 2018 in Review
1,611 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2018, worth a combined $135B — down 12% from $153B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new C positions and 117 closed out — a net gain of 16 holders — while 614 added to existing stakes and 647 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $1.13B. The largest seller was Wellington Management Group, cutting an estimated $1.1B.
- 1,611 institutional investors held Citigroup (C) as of Q1 2018, up from 1,605 in Q4 2017.
- Funds reported $135B of Citigroup stock for Q1 2018, down 12% quarter-over-quarter.
- 133 funds opened new Citigroup positions in Q1 2018 and 117 closed out, a net change of +16 holders.
- The largest Citigroup buyer in Q1 2018 was ValueAct Holdings, an estimated $1.13B added.
- The largest Citigroup seller in Q1 2018 was Wellington Management Group, an estimated $1.1B sold.
Based on aggregated 13F filings for Q1 2018.