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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
Empower Advisory Group
351
Empower Advisory Group
Colorado
$8.02M +$8.42M +171,618 New
William Blair & Company
352
William Blair & Company
Illinois
$7.93M -$2.35M -47,972 -22%
PI
353
PGGM Investments
Netherlands
$7.92M +$736 +15 +0%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$7.87M +$558K +11,372 +8%
MML Investors Services
355
MML Investors Services
Massachusetts
$7.83M +$503K +10,251 +7%
CFG
356
Citizens Financial Group
Rhode Island
$7.8M +$37.9K +772 +0.5%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$7.71M +$1.15M +23,378 +17%
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$7.62M +$206K +4,196 +3%
TNBTD
359
Trustmark National Bank Trust Department
Mississippi
$7.56M +$30.8K +628 +0.4%
SAM
360
Securian Asset Management
Minnesota
$7.52M +$55.2K +1,125 +0.7%
LW
361
Linscomb Wealth
Texas
$7.51M +$103K +2,108 +1%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$7.49M -$691K -14,079 -8%
GIA
363
Gateway Investment Advisers
Ohio
$7.45M +$2.43M +49,571 +45%
NAM
364
NorthCrest Asset Manangement
Minnesota
$7.36M +$212K +4,328 +3%
HAI
365
Hennessy Advisors Inc
California
$7.34M +$937K +19,100 +14%
MIS
366
Morningstar Investment Services
Illinois
$7.25M +$240K +4,885 +3%
EMPI
367
Elo Mutual Pension Insurance
Finland
$7.25M +$232K +4,728 +3%
SLAM
368
Swiss Life Asset Management
$7.24M -$2.19M -44,627 -22%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$7.19M +$44.4K +904 +0.6%
KRS
370
Kentucky Retirement Systems
Kentucky
$7.18M +$42.9K +875 +0.6%
IWC
371
Integrated Wealth Concepts
Massachusetts
$7.13M +$2.42M +49,233 +48%
CAL
372
Capital Analysts LLC
Pennsylvania
$7.08M +$1.08M +22,017 +17%
TCM
373
Tegean Capital Management
New York
$7.03M +$2.45M +50,000 +50%
PCM
374
Patient Capital Management
Maryland
$6.96M +$618K +12,600 +9%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$6.88M +$62.4K +1,272 +0.9%

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.