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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
BIC
601
Beach Investment Counsel
Pennsylvania
$2.21M
FWM
602
Focused Wealth Management
New York
$2.2M +$174K +3,554 +8%
RAM
603
Roanoke Asset Management
New Jersey
$2.19M -$491 -10 -0%
LSA
604
Leonteq Securities AG
Switzerland
$2.19M -$42M -855,956 -95%
SC
605
Shay Capital
New York
$2.16M +$790K +16,100 +54%
HPC
606
HM Payson & Co
Maine
$2.16M -$24.5K -500 -1%
EH
607
Equitable Holdings
New York
$2.15M +$698K +14,226 +45%
MNBTD
608
Moody National Bank Trust Division
Texas
$2.15M +$24.8K +505 +1%
MWAM
609
Manhattan West Asset Management
California
$2.15M +$459K +9,348 +26%
VI
610
Vestcor Inc
New Brunswick, Canada
$2.15M -$972K -19,799 -30%
MCIA
611
Mountain Capital Investment Advisors
Colorado
$2.14M -$39K -794 -2%
IA
612
Insight Advisors
Pennsylvania
$2.14M -$388K -7,900 -15%
PRS
613
Pinkerton Retirement Specialists
Idaho
$2.12M +$2.22M +45,280 New
CC
614
Courier Capital
New York
$2.11M +$44.2K +900 +2%
BL
615
Balentine LLC
Georgia
$2.11M +$120K +2,447 +6%
LIM
616
Longfellow Investment Management
Massachusetts
$2.11M
GC
617
GFG Capital
Florida
$2.11M +$39K +795 +3%
SFI
618
Siemens Fonds Invest
Germany
$2.11M -$8.59K -175 -0.4%
CAM
619
Columbia Asset Management
Michigan
$2.1M +$42K +855 +2%
AIMCA
620
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.09M +$2.19M +44,600 New
1832 Asset Management
621
1832 Asset Management
Ontario, Canada
$2.08M -$26.6K -543 -1%
LCM
622
Legato Capital Management
California
$2.07M
AWM
623
Apollon Wealth Management
South Carolina
$2.04M +$105K +2,145 +5%
SGCA
624
Steel Grove Capital Advisors
Tennessee
$2.02M +$1.56M +31,833 +281%
SAM
625
Shell Asset Management
Netherlands
$2.02M -$8.64K -176 -0.4%

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.