We are live on ! Find out more
C icon

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
MWM
576
Meridian Wealth Management
Kentucky
$2.35M -$838K -18,453 -26%
RFC
577
Regions Financial Corp
Alabama
$2.34M -$481K -10,593 -17%
HFS
578
Hantz Financial Services
Michigan
$2.33M +$99.8K +2,198 +4%
SIA
579
SeaBridge Investment Advisors
New Jersey
$2.33M -$233K -5,136 -9%
SAM
580
Sompo Asset Management
Japan
$2.32M +$506K +11,140 +28%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$2.32M -$25.4K -559 -1%
B
582
Bailard
California
$2.32M -$37.5K -826 -2%
WA
583
Wasatch Advisors
Utah
$2.31M
BHB
584
Bank Hapoalim BM
Israel
$2.31M -$1.32M -29,133 -36%
AAS
585
Avantax Advisory Services
Texas
$2.3M -$65.1K -1,432 -3%
CWA
586
Clarity Wealth Advisors
California
$2.29M -$60.5K -1,331 -3%
PG
587
Pendal Group
Australia
$2.28M -$5.1M -112,217 -69%
MCM
588
Maltese Capital Management
New York
$2.26M -$681K -15,000 -23%
SFS
589
Sowell Financial Services
Arkansas
$2.26M +$891K +19,618 +65%
ATC
590
Argent Trust Co
Tennessee
$2.26M -$704K -15,492 -24%
CSPAM
591
Cary Street Partners Asset Management
Virginia
$2.25M -$1.5M -33,025 -40%
WCM
592
Wisconsin Capital Management
Wisconsin
$2.25M +$2.26M +49,825 New
API
593
Advisor Partners II
California
$2.24M +$92.4K +2,034 +4%
EIA
594
Edgemoor Investment Advisors
Maryland
$2.24M -$364K -8,011 -14%
SSB
595
Sandy Spring Bank
Maryland
$2.24M -$175K -3,842 -7%
RBC
596
Romano Brothers & Co
Illinois
$2.23M -$198K -4,354 -8%
APF
597
Alaska Permanent Fund
Alaska
$2.23M
CK
598
Cohen Klingenstein
New York
$2.23M
1WM
599
1900 Wealth Management
Texas
$2.22M
RVPG
600
Relative Value Partners Group
$2.22M +$5.32K +117 +0.2%

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.