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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
TPM
576
Triasima Portfolio Management
Quebec, Canada
$2.39M +$2.5M +50,950 New
SS
577
Simplicity Solutions
Minnesota
$2.38M +$1.38M +28,130 +124%
CSPAM
578
Cary Street Partners Asset Management
Virginia
$2.38M +$43.4K +885 +2%
RFC
579
Regions Financial Corp
Alabama
$2.38M -$48.5K -988 -2%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$2.37M +$2.04M +41,594 +464%
GWMIA
581
Global Wealth Management Investment Advisory
Florida
$2.37M -$1.01M -20,631 -29%
ASN
582
Advisory Services Network
Georgia
$2.36M +$208K +4,240 +9%
CC
583
Centiva Capital
New York
$2.36M +$2.39M +48,687 +3,030%
SIA
584
SeaBridge Investment Advisors
New Jersey
$2.35M -$61.3K -1,249 -2%
SW
585
SVB Wealth
Massachusetts
$2.35M +$110K +2,237 +5%
WCM
586
Wisconsin Capital Management
Wisconsin
$2.33M -$7.36K -150 -0.3%
TI
587
Tidal Investments
Wisconsin
$2.32M +$447K +9,117 +23%
CK
588
Cohen Klingenstein
New York
$2.31M
CIBC Private Wealth Group
589
CIBC Private Wealth Group
Georgia
$2.31M -$73.5K -1,498 -3%
RWM
590
Ritholtz Wealth Management
New York
$2.3M +$449K +9,140 +23%
RBC
591
Romano Brothers & Co
Illinois
$2.29M -$7.36K -150 -0.3%
IAA
592
Independent Advisor Alliance
North Carolina
$2.28M -$119K -2,425 -5%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$2.27M +$383K +7,805 +19%
MMA
594
Miracle Mile Advisors
California
$2.25M -$1.57K -32 -0.1%
PL
595
Perpetual Ltd
Australia
$2.25M +$2.36M +48,042 New
JHCP
596
Jackson Hole Capital Partners
Oklahoma
$2.25M -$6.43K -131 -0.3%
CA
597
Cetera Advisors
Colorado
$2.24M -$335K -6,832 -12%
1WM
598
1900 Wealth Management
Texas
$2.22M
LM
599
Lincluden Management
Ontario, Canada
$2.22M -$49.4K -1,007 -2%
BAM
600
Belpointe Asset Management
Nevada
$2.21M +$4.2M +85,502 +196%

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.