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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
VIM
526
Vinva Investment Management
Australia
$3.01M +$3.21M +65,366 New
RPSA
527
Richard P. Slaughter Associates
Texas
$3.01M -$57.4K -1,170 -2%
MIFH
528
Migdal Insurance & Financial Holdings
Israel
$3M +$2.38M +48,587 +293%
NFC
529
Northeast Financial Consultants
Connecticut
$3M +$34.2K +696 +1%
BRWA
530
B. Riley Wealth Advisors
Florida
$2.99M +$94.6K +1,928 +3%
FIB
531
First Interstate Bank
Montana
$2.9M +$86.1K +1,755 +3%
KS
532
Karpas Strategies
Connecticut
$2.89M +$7.95K +162 +0.3%
ARG
533
Advisory Resource Group
Oklahoma
$2.89M +$118K +2,413 +4%
GFA
534
Gifford Fong Associates
California
$2.88M
SPIA
535
Steward Partners Investment Advisory
New York
$2.88M +$193K +3,931 +7%
P
536
Pitcairn
Pennsylvania
$2.88M -$640K -13,032 -18%
API
537
Advisor Partners II
California
$2.87M +$565K +11,509 +23%
NMIMC
538
Northwestern Mutual Investment Management Company
Wisconsin
$2.85M +$8.69K +177 +0.3%
VAS
539
Vestmark Advisory Solutions
Massachusetts
$2.85M +$253K +5,156 +9%
CS
540
Comerica Securities
Michigan
$2.84M -$79.6K -1,622 -3%
VCM
541
Viewpoint Capital Management
Washington
$2.82M -$22.3K -455 -0.8%
CIS
542
Capital International Sarl
California
$2.81M +$535K +10,912 +22%
CTI
543
Community Trust & Investment
Kentucky
$2.8M -$7.53M -153,388 -72%
AIM
544
ARGA Investment Management
Connecticut
$2.79M -$440K -8,967 -13%
BBA
545
Baader Bank Aktiengesellschaft
Germany
$2.75M +$2.88M +58,590 New
DI
546
DFPG Investments
Utah
$2.73M +$1.51M +30,830 +112%
CAM
547
Chou Associates Management
Ontario, Canada
$2.71M
BCCM
548
Bridge Creek Capital Management
Massachusetts
$2.7M +$14.5K +295 +0.5%
CMTU
549
Capital Markets Trading (UK)
United Kingdom
$2.69M +$1.74M +35,472 +162%
AWMT
550
AAFMAA Wealth Management & Trust
North Carolina
$2.67M +$3.93K +80 +0.1%

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.