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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
CAM
426
Close Asset Management
United Kingdom
$4.92M +$328K +6,690 +7%
BAM
427
Berkshire Asset Management
Pennsylvania
$4.86M -$319K -6,501 -6%
Capstone Investment Advisors
428
Capstone Investment Advisors
New York
$4.85M +$32.3K +658 +0.6%
VPIM
429
Vanguard Personalized Indexing Management
California
$4.83M +$1.25M +25,462 +33%
CI
430
CX Institutional
Indiana
$4.8M +$4.44M +90,510 +744%
PCA
431
Providence Capital Advisors
North Carolina
$4.79M +$78.5K +1,600 +2%
PP
432
Patten & Patten
Tennessee
$4.78M -$234K -4,776 -4%
IMRF
433
Illinois Municipal Retirement Fund
Illinois
$4.73M
IPW
434
Inlet Private Wealth
Florida
$4.72M -$182K -3,700 -4%
SGL
435
Sonic GP LLC
Hawaii
$4.72M
HPG
436
Harvest Portfolios Group
Ontario, Canada
$4.69M +$726K +14,785 +17%
TCM
437
Tang Capital Management
California
$4.69M +$4.91M +100,000 New
SF
438
Synovus Financial
Georgia
$4.68M -$1.52M -30,992 -24%
DILIC
439
Dai-ichi Life Insurance Company
Japan
$4.67M
LFAS
440
Level Four Advisory Services
Texas
$4.67M +$1.25M +25,569 +35%
MI
441
M3F Inc
Utah
$4.59M +$4.81M +98,000 New
WT
442
Whittier Trust
California
$4.59M -$438K -8,926 -8%
AMBIA
443
Allen Mooney & Barnes Investment Advisors
Georgia
$4.55M +$9.03K +184 +0.2%
IAIM
444
International Assets Investment Management
Florida
$4.54M -$43.2M -880,548 -44%
FMI
445
Factory Mutual Insurance
Massachusetts
$4.51M
PP
446
Prospector Partners
Connecticut
$4.51M +$393K +8,000 +9%
AHC
447
Anderson Hoagland & Co
Missouri
$4.51M +$866K +17,649 +22%
ACA
448
Aptus Capital Advisors
Alabama
$4.5M +$4.44M +90,483 +1,647%
CIG
449
Consolidated Investment Group
Colorado
$4.5M
CHAM
450
Clear Harbor Asset Management
Connecticut
$4.49M -$65.6K -1,336 -1%

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.