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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

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

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
Invesco
26
Invesco
Georgia
$839M -$51.4M -923,872 -7%
Sanders Capital
27
Sanders Capital
Florida
$756M +$6.23M +112,010 +0.9%
Barclays
28
Barclays
United Kingdom
$741M -$4.44M -79,728 -0.7%
Artisan Partners
29
Artisan Partners
Wisconsin
$708M -$852K -15,315 -0.1%
JP Morgan Chase
30
JP Morgan Chase
New York
$627M +$91.3M +1,639,885 +20%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$594M -$245M -4,406,542 -32%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$578M +$1.74M +31,278 +0.3%
Amundi
33
Amundi
France
$556M -$83.4M -1,499,256 -14%
Wells Fargo
34
Wells Fargo
California
$526M +$69.8M +1,254,227 +18%
UBS AM
35
UBS AM
Illinois
$522M -$50.3M -903,627 -10%
Goldman Sachs
36
Goldman Sachs
New York
$490M +$120M +2,149,186 +38%
LSV Asset Management
37
LSV Asset Management
Illinois
$452M -$13.3M -239,700 -3%
TIM
38
Thornburg Investment Management
New Mexico
$444M -$3.81M -68,511 -1%
FPA
39
First Pacific Advisors
California
$424M +$1.18M +21,216 +0.3%
Millennium Management
40
Millennium Management
New York
$402M -$9.73M -174,781 -3%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$375M +$32.8M +588,982 +11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$365M +$15.8M +283,702 +5%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$354M +$231M +4,142,624 +285%
Capital World Investors
44
Capital World Investors
California
$334M +$60.8M +1,092,980 +26%
Deutsche Bank
45
Deutsche Bank
Germany
$333M +$24M +430,814 +9%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$316M +$3M +53,845 +1%
UBS Group
47
UBS Group
Switzerland
$306M +$43.8M +786,526 +19%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$304M -$5.03M -90,404 -2%
AACR
49
ACR Alpine Capital Research
Missouri
$295M +$19.4M +347,898 +8%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$267M +$7.12M +127,944 +3%
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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.