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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
PMG
376
ProVise Management Group
Florida
$6.8M +$554K +11,282 +8%
KAS
377
Kestra Advisory Services
Texas
$6.8M -$4.06M -82,771 -36%
CM
378
Capital Management
Virginia
$6.76M +$884K +18,010 +14%
Pacer Advisors
379
Pacer Advisors
Pennsylvania
$6.73M +$3.09M +63,030 +78%
CCM
380
CAAS Capital Management
New York
$6.63M +$3.2M +65,304 +86%
PAG
381
Private Advisor Group
New Jersey
$6.57M +$55.3K +1,127 +0.8%
TAF
382
Tredje AP-fonden
Sweden
$6.54M +$768K +15,659 +13%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$6.41M -$449K -9,140 -6%
6CM
384
683 Capital Management
New York
$6.33M +$1.96M +40,000 +42%
NAS
385
NWF Advisory Services
California
$6.31M +$6.73M +137,092 New
ETC
386
Exchange Traded Concepts
Oklahoma
$6.3M -$6.8M -138,539 -51%
PL
387
Parkwood LLC
Ohio
$6.1M -$599K -12,203 -9%
MYIA
388
Mount Yale Investment Advisors
Colorado
$6.09M +$2.18M +44,338 +52%
CAM
389
Claret Asset Management
Quebec, Canada
$6.03M +$1.58M +32,228 +33%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$5.9M +$39.3K +800 +0.6%
HEIP
391
Hudson Edge Investment Partners
New Jersey
$5.87M +$755K +15,388 +14%
BCI
392
Brinker Capital Investments
Pennsylvania
$5.79M +$5.14M +104,796 +560%
OPS
393
Orion Portfolio Solutions
Nebraska
$5.79M +$5.24M +106,861 +642%
OCM
394
One Capital Management
California
$5.77M +$484K +9,861 +9%
ERM
395
Elm Ridge Management
New York
$5.7M +$585K +11,918 +11%
TC
396
TownSquare Capital
Utah
$5.67M +$1.91M +38,879 +47%
CCM
397
Carmel Capital Management
California
$5.65M +$95.7K +1,950 +2%
BPC
398
Banque Pictet & Cie
Switzerland
$5.65M -$85.4K -1,740 -1%
TSW
399
Thompson Siegel & Walmsley
Virginia
$5.59M +$5.14M +104,794 +731%
CAM
400
Cubic Asset Management
Massachusetts
$5.58M -$110K -2,242 -2%

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.