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Citigroup
C

1,774 hedge funds and large institutions have $87.3B invested in Citigroup in 2024 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 690 increasing their positions, 635 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 113

21% more capital invested

Capital invested by funds: $72.4B → $87.3B (+$14.9B)

6% more funds holding

Funds holding: 1,671 → 1,774 (+103)

4% more funds holding in top 10

Funds holding in top 10: 57 → 59 (+2)

9% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 635

2% less call options, than puts

Call options by funds: $6.77B | Put options by funds: $6.91B

1.01% less ownership

Funds ownership: 73.35% → 72.35% (-1%)

Holders
1,774
Holders Change
+103
Holders Change %
+6.16%
% of All Funds
25.55%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.85%
New
235
Increased
690
Reduced
635
Closed
113
Calls
$6.77B
Puts
$6.91B
Net Calls
-$145M
Net Calls Change
-$1.33B

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$975M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$871M
4
N
Nuveen
North Carolina
+$286M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$257M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$419M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
4
BlackRock
BlackRock
New York
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
326
Huber Capital Management
California
$13.1M +$551K +9,901 +5%
SOADOR
327
State of Alaska Department of Revenue
Alaska
$13.1M -$9.18K -165 -0.1%
DILIC
328
Dai-ichi Life Insurance Company
Japan
$13M -$128K -2,299 -1%
SM
329
Senvest Management
New York
$13M +$11.4M +205,000 New
FIA
330
Foundations Investment Advisors
Arizona
$12.9M +$1.82M +32,703 +19%
SCM
331
SKBA Capital Management
California
$12.8M +$22.3K +400 +0.2%
Lazard Asset Management
332
Lazard Asset Management
New York
$12.7M +$1.32M +23,774 +13%
CMTU
333
Capital Markets Trading (UK)
United Kingdom
$12.6M +$1.14M +20,476 +11%
IGAM
334
iA Global Asset Management
Quebec, Canada
$12.6M +$11M +198,529 New
TIM
335
Thompson Investment Management
Wisconsin
$12.4M +$118K +2,113 +1%
JEST
336
JTC Employer Solutions Trustee
Jersey
$12.3M -$2.79M -50,074 -20%
PAM
337
Panagora Asset Management
Massachusetts
$12.3M -$6.11M -109,859 -36%
AAA
338
Adams Asset Advisors
Texas
$12.1M – – –
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$12.1M +$4.29M +77,015 +67%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$12M +$21.4K +384 +0.2%
GT
341
Glenmede Trust
Pennsylvania
$11.7M +$1.14M +20,408 +12%
CCB
342
Country Club Bank
Missouri
$11.6M +$2.73M +49,098 +37%
ERSOT
343
Employees Retirement System of Texas
Texas
$11.5M -$6.69M -120,150 -40%
BB
344
Busey Bank
Illinois
$11.4M +$68.4K +1,230 +0.7%
LSA
345
L & S Advisors
California
$11.4M +$10M +179,924 New
SFA
346
Sequoia Financial Advisors
Ohio
$11.3M -$1.82M -32,633 -15%
Empower Advisory Group
347
Empower Advisory Group
Colorado
$11.3M -$140K -2,517 -1%
AT
348
AMF Tjänstepension
Sweden
$11.2M +$9.9M +177,833 New
FAT
349
First American Trust
California
$11.1M +$863K +15,505 +10%
HC
350
Henshaw Capital
Massachusetts
$11M – – –
12 13
14
15 16

C Hedge Fund Activity: Q1 2024 in Review

1,774 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2024, worth a combined $87.3B — up 21% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new C positions and 113 closed out — a net gain of 122 holders — while 690 added to existing stakes and 635 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.04B. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,774 institutional investors held Citigroup (C) as of Q1 2024, up from 1,671 in Q4 2023.
  • Funds reported $87.3B of Citigroup stock for Q1 2024, up 21% quarter-over-quarter.
  • 235 funds opened new Citigroup positions in Q1 2024 and 113 closed out, a net change of +122 holders.
  • The largest Citigroup buyer in Q1 2024 was Franklin Resources, an estimated $1.04B added.
  • The largest Citigroup seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.