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Citigroup

1,605 hedge funds and large institutions have $63.6B invested in Citigroup in 2022 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 512 increasing their positions, 727 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 157

10% more capital invested

Capital invested by funds: $57.9B → $63.6B (+$5.65B)

0.37% more ownership

Funds ownership: 71.96%72.33% (+0.37%)

0% less funds holding

Funds holding: 1,6061,605 (-1)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

17% less call options, than puts

Call options by funds: $4.94B | Put options by funds: $5.94B

30% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 727

Holders
1,605
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
25.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.74%
New
191
Increased
512
Reduced
727
Closed
157
Calls
$4.94B
Puts
$5.94B
Net Calls
-$1B
Net Calls Change
+$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
P
501
Pitcairn
Pennsylvania
$3.36M -$493K -10,853 -13%
LFAS
502
Level Four Advisory Services
Texas
$3.35M -$1.36M -29,930 -29%
VIA
503
Vident Investment Advisory
Georgia
$3.3M +$183K +4,033 +6%
CWM
504
Congress Wealth Management
Massachusetts
$3.28M -$123K -2,713 -4%
AWAG
505
ARS Wealth Advisors Group
Florida
$3.25M -$1.9M -41,782 -37%
SCI
506
S&CO Inc
Massachusetts
$3.23M -$162K -3,575 -5%
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$3.21M +$122K +2,689 +4%
Luther King Capital Management (LKCM)
508
Luther King Capital Management (LKCM)
Texas
$3.21M
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$3.19M -$96.4K -2,122 -3%
UB
510
UMB Bank
Missouri
$3.18M -$961K -21,147 -23%
CG
511
Colony Group
Massachusetts
$3.14M +$1.62M +35,753 +106%
KRSITF
512
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.14M
PFO
513
Pathstone Family Office
New Jersey
$3.12M +$525K +11,560 +20%
AIM
514
ARGA Investment Management
Connecticut
$3.09M +$31.8K +700 +1%
DADC
515
D.A. Davidson & Co
Montana
$3.09M -$612K -13,478 -16%
BCM
516
Bourgeon Capital Management
Connecticut
$3.08M -$425K -9,350 -12%
WS
517
Wedbush Securities
California
$3.07M +$169K +3,711 +6%
LPIC
518
LeJeune Puetz Investment Counsel
Michigan
$3.06M +$95.4K +2,100 +3%
MCM
519
MAI Capital Management
Ohio
$3.05M -$848K -18,669 -22%
GAB
520
German American Bancorp
Indiana
$2.98M -$1.27M -28,009 -30%
BCM
521
Bayesian Capital Management
New York
$2.98M +$2.99M +65,800 New
CAC
522
Cowen and Company
New York
$2.97M -$6.33M -139,240 -68%
VI
523
Vestcor Inc
New Brunswick, Canada
$2.96M -$1.51M -33,308 -34%
RPSA
524
Richard P. Slaughter Associates
Texas
$2.95M +$87.7K +1,930 +3%
CI
525
Capital International
California
$2.95M +$417K +9,177 +16%

C Hedge Fund Activity: Q4 2022 in Review

1,605 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2022, worth a combined $63.6B — up 9.8% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new C positions and 157 closed out — a net gain of 34 holders — while 512 added to existing stakes and 727 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was Susquehanna International Group, cutting an estimated $467M.

  • 1,605 institutional investors held Citigroup (C) as of Q4 2022, down from 1,606 in Q3 2022.
  • Funds reported $63.6B of Citigroup stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 191 funds opened new Citigroup positions in Q4 2022 and 157 closed out, a net change of +34 holders.
  • The largest Citigroup buyer in Q4 2022 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Citigroup seller in Q4 2022 was Susquehanna International Group, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2022.