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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
EOJOAM
476
E. Ohman J:or Asset Management
Sweden
$3.95M +$44.2K +900 +1%
RBA
477
Richard Bernstein Advisors
New York
$3.93M
CB
478
Commerce Bank
Missouri
$3.9M +$51.6K +1,052 +1%
Holocene Advisors
479
Holocene Advisors
New York
$3.9M -$3.47M -70,784 -46%
MIA
480
MainStreet Investment Advisors
Illinois
$3.88M +$69.9K +1,425 +2%
FCM
481
Fairholme Capital Management
Florida
$3.87M -$4.41M -89,900 -52%
NA
482
NewEdge Advisors
Louisiana
$3.84M +$122K +2,479 +3%
WIA
483
Westbourne Investment Advisors
Maryland
$3.83M -$71K -1,446 -2%
WI
484
WBI Investments
New Jersey
$3.79M +$3.72M +75,709 +1,462%
MYAM
485
Meiji Yasuda Asset Management
Japan
$3.72M +$433K +8,815 +13%
OLA
486
Oliver Luxxe Assets
New Jersey
$3.7M +$117K +2,389 +3%
GAB
487
German American Bancorp
Indiana
$3.7M +$635K +12,930 +20%
MCM
488
MAI Capital Management
Ohio
$3.68M +$536K +10,914 +16%
WP
489
Waycross Partners
Kentucky
$3.65M +$701K +14,287 +23%
Bessemer Group
490
Bessemer Group
New Jersey
$3.63M -$12K -245 -0.3%
Wealthfront Advisers
491
Wealthfront Advisers
California
$3.63M -$295K -6,020 -7%
FIA
492
Foundations Investment Advisors
Arizona
$3.62M +$1.01M +20,592 +36%
TCM
493
Twin Capital Management
Pennsylvania
$3.54M -$536K -10,921 -13%
SAM
494
Sompo Asset Management
Japan
$3.52M +$1.17M +23,860 +47%
CWM
495
Congress Wealth Management
Massachusetts
$3.49M +$92.4K +1,882 +3%
MGP
496
Metis Global Partners
California
$3.47M +$764K +15,563 +27%
AAM
497
Auxier Asset Management
Oregon
$3.46M -$24K -490 -0.7%
ERIC
498
Eagle Rock Investment Company
Georgia
$3.46M -$835K -17,016 -19%
BCM
499
Bourgeon Capital Management
Connecticut
$3.45M +$265K +5,400 +8%
WS
500
Wedbush Securities
California
$3.43M +$261K +5,313 +8%

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.