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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CWA
526
Clarity Wealth Advisors
California
$4.55M +$169K +3,040 +4%
IAIM
527
International Assets Investment Management
Florida
$4.54M -$452K -8,127 -10%
NEI
528
Northwest & Ethical Investments
Ontario, Canada
$4.53M +$301K +5,417 +8%
KA
529
Kintegral Advisory
New York
$4.52M -$12.4K -223 -0.3%
EF
530
Empirical Finance
Pennsylvania
$4.51M +$127K +2,288 +3%
AAM
531
Auxier Asset Management
Oregon
$4.46M -$54.3K -975 -1%
CWM
532
Congress Wealth Management
Massachusetts
$4.45M -$360K -6,475 -8%
RCAP
533
Resolute Capital Asset Partners
Colorado
$4.43M +$3.9M +70,000 New
Verition Fund Management
534
Verition Fund Management
Connecticut
$4.32M -$11.7M -210,339 -75%
ECM
535
Elgethun Capital Management
South Dakota
$4.31M +$456K +8,197 +14%
DT
536
Diversified Trust
Tennessee
$4.3M +$900K +16,169 +31%
PPWP
537
Proquility Private Wealth Partners
Nevada
$4.28M +$501K +9,007 +15%
AAM
538
Advisors Asset Management
Colorado
$4.25M -$718K -12,899 -16%
BCCM
539
Bridge Creek Capital Management
Massachusetts
$4.24M +$163K +2,937 +5%
CW
540
Connectus Wealth
Ohio
$4.23M +$2.55M +45,846 +218%
ASN
541
Advisory Services Network
Georgia
$4.21M +$712K +12,795 +24%
Walleye Capital
542
Walleye Capital
New York
$4.21M -$17.8M -319,421 -83%
NB
543
Norinchukin Bank
Japan
$4.18M -$70.3K -1,264 -2%
NEAM
544
New England Asset Management
Connecticut
$4.13M +$137K +2,460 +4%
PRS
545
Pinkerton Retirement Specialists
Idaho
$4.11M +$902K +16,204 +33%
GPTE
546
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.1M – – –
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$4.09M +$935K +16,802 +35%
TRCT
548
Tower Research Capital (TRC)
New York
$4.09M -$10.3M -185,966 -74%
WA
549
Wasatch Advisors
Utah
$4.08M -$217K -3,906 -6%
RJT
550
Raymond James Trust
Florida
$4.02M +$259K +4,662 +8%
20 21
22
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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.