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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
CAN
401
Cetera Advisor Networks
California
$5.54M +$159K +3,247 +3%
AAA
402
Adams Asset Advisors
Texas
$5.5M -$1.51M -30,821 -21%
BPA
403
Beacon Pointe Advisors
California
$5.5M -$19.4K -395 -0.3%
AAIM
404
American Assets Investment Management
California
$5.46M
AWS
405
Atria Wealth Solutions
New York
$5.42M +$1.09M +22,294 +24%
PAM
406
Private Asset Management
California
$5.39M -$502K -10,232 -8%
CS
407
Cannell & Spears
New York
$5.37M -$196K -4,000 -3%
WIC
408
WealthBridge Investment Counsel
Alberta, Canada
$5.33M +$19.6K +400 +0.4%
SIA
409
Soltis Investment Advisors
Utah
$5.32M +$850K +17,315 +18%
AssetMark Inc
410
AssetMark Inc
California
$5.27M +$637K +12,990 +13%
BC
411
Burney Company
Virginia
$5.25M +$117K +2,375 +2%
AIM
412
Achmea Investment Management
Netherlands
$5.21M +$476K +9,699 +10%
BCM
413
Blume Capital Management
California
$5.2M +$552K +11,252 +11%
GT
414
Glenmede Trust
Pennsylvania
$5.18M +$823K +16,775 +18%
PI
415
Parkside Investments
Illinois
$5.14M +$522K +10,640 +11%
ANTB
416
AMG National Trust Bank
Colorado
$5.12M +$10.2K +208 +0.2%
HC
417
Hourglass Capital
Texas
$5.06M +$75.1K +1,530 +1%
BMSSC
418
B. Metzler seel. Sohn & Co
Germany
$5.04M +$989K +20,161 +23%
SI
419
Stephens Inc
Arkansas
$5.01M +$152K +3,107 +3%
KCM
420
Kempner Capital Management
Texas
$5M
HW
421
Hedeker Wealth
Illinois
$5M +$117K +2,394 +2%
FAT
422
First American Trust
California
$4.97M +$5.2M +106,066 New
NB
423
Norinchukin Bank
Japan
$4.94M +$148K +3,018 +3%
ZIG
424
Zuckerman Investment Group
Illinois
$4.93M -$485K -9,879 -9%
AAM
425
Advisors Asset Management
Colorado
$4.92M +$337K +6,866 +7%

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.