We are live on ! Find out more
C icon

Citigroup

1,574 hedge funds and large institutions have $65.5B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 699 increasing their positions, 551 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 699 | Existing positions reduced: 551

3% more capital invested

Capital invested by funds: $63.6B → $65.5B (+$1.95B)

2% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 123

0.58% less ownership

Funds ownership: 72.33%71.75% (-0.58%)

2% less funds holding

Funds holding: 1,6051,574 (-31)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

31% less call options, than puts

Call options by funds: $4B | Put options by funds: $5.83B

Holders
1,574
Holders Change
-31
Holders Change %
-1.93%
% of All Funds
25.08%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
126
Increased
699
Reduced
551
Closed
123
Calls
$4B
Puts
$5.83B
Net Calls
-$1.83B
Net Calls Change
-$830M
Name Holding Trade Value Shares
Change
Change in
Stake
FNF
301
Fidelity National Financial
Florida
$11.7M +$12.3M +250,000 New
WorldQuant Millennium Advisors
302
WorldQuant Millennium Advisors
New York
$11.7M +$12.3M +249,761 New
JEST
303
JTC Employer Solutions Trustee
Jersey
$11.6M -$2.94K -60 -0%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$11.5M +$197K +4,008 +2%
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$11.5M -$1.36M -27,727 -10%
CTC (Chicago Trading Company)
306
CTC (Chicago Trading Company)
Illinois
$11.5M -$37.5M -763,416 -75%
CGH
307
Crossmark Global Holdings
Texas
$11.5M +$901K +18,363 +8%
CIA
308
Capital Investment Advisors
Georgia
$11.4M +$290K +5,906 +2%
EBSAM
309
Eubel Brady & Suttman Asset Management
Ohio
$11.3M +$529K +10,786 +5%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$11M -$20.1M -410,140 -64%
GI
311
GAMCO Investors
Connecticut
$11M -$2.47M -50,290 -18%
EIP
312
Easterly Investment Partners
Massachusetts
$10.8M -$256K -5,213 -2%
CNB
313
Czech National Bank
Czech Republic
$10.7M +$67.4K +1,374 +0.6%
PI
314
PEAK6 Investments
Illinois
$10.7M -$4.99M -101,687 -31%
GFS
315
GYL Financial Synergies
Connecticut
$10.5M +$10.4M +212,787 +1,894%
RGI
316
River Global Investors
United Kingdom
$10.4M -$722K -14,710 -6%
HCM
317
Huber Capital Management
California
$10.4M +$865K +17,623 +9%
NAM
318
Nissay Asset Management
Japan
$10.3M -$369K -7,521 -3%
PP
319
Prudential plc
United Kingdom
$10.1M +$484K +9,871 +5%
MHC
320
Meyer Handelman Company
New York
$10M -$73.6K -1,500 -0.7%
SCM
321
SKBA Capital Management
California
$9.83M -$2.07M -42,100 -17%
SCM
322
Springhouse Capital Management
Connecticut
$9.81M
MDCM
323
Morgan Dempsey Capital Management
Wisconsin
$9.81M +$839K +17,095 +9%
ELC
324
Edgar Lomax Company
Virginia
$9.57M +$2.26M +46,050 +29%
HCMT
325
Highland Capital Management (Tennessee)
Tennessee
$9.47M -$390K -7,940 -4%

C Hedge Fund Activity: Q1 2023 in Review

1,574 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2023, worth a combined $65.5B — up 3.1% from $63.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new C positions and 123 closed out — a net gain of 3 holders — while 699 added to existing stakes and 551 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.16B. The largest seller was Capital World Investors, cutting an estimated $453M.

  • 1,574 institutional investors held Citigroup (C) as of Q1 2023, down from 1,605 in Q4 2022.
  • Funds reported $65.5B of Citigroup stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 126 funds opened new Citigroup positions in Q1 2023 and 123 closed out, a net change of +3 holders.
  • The largest Citigroup buyer in Q1 2023 was Fisher Asset Management, an estimated $1.16B added.
  • The largest Citigroup seller in Q1 2023 was Capital World Investors, an estimated $453M sold.

Based on aggregated 13F filings for Q1 2023.