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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
SWS
626
SYSTM Wealth Solutions
Illinois
$2.01M +$2.01M +44,355 New
LCM
627
Legato Capital Management
California
$2M +$2.01M +44,245 New
CC
628
Courier Capital
New York
$2M -$32.3K -711 -2%
CAM
629
Columbia Asset Management
Michigan
$1.99M -$32.9K -725 -2%
FWM
630
Focused Wealth Management
New York
$1.96M +$269K +5,912 +16%
PFM
631
Parsec Financial Management
North Carolina
$1.96M -$1.22M -26,872 -38%
SAM
632
Shell Asset Management
Netherlands
$1.96M -$405K -8,910 -17%
FCH
633
Freestone Capital Holdings
Washington
$1.95M -$175K -3,855 -8%
MYLI
634
Meiji Yasuda Life Insurance
Japan
$1.93M -$282K -6,200 -13%
KPWS
635
Kestra Private Wealth Services
Texas
$1.93M -$687K -15,127 -26%
BL
636
Balentine LLC
Georgia
$1.93M +$609K +13,409 +46%
TRCT
637
Tower Research Capital (TRC)
New York
$1.92M -$6.49M -142,814 -77%
SAM
638
Selway Asset Management
$1.92M
V
639
Veritable
Delaware
$1.91M -$425K -9,366 -18%
CA
640
CapWealth Advisors
Tennessee
$1.89M +$17K +375 +0.9%
AWM
641
Apollon Wealth Management
South Carolina
$1.87M -$130K -2,858 -6%
DT
642
Diversified Trust
Tennessee
$1.87M +$748K +16,459 +66%
WBG
643
Wharton Business Group
Pennsylvania
$1.84M +$61.8K +1,360 +3%
LNWWM
644
Laird Norton Wetherby Wealth Management
California
$1.84M -$197K -4,337 -10%
TI
645
Tidal Investments
Wisconsin
$1.83M -$503K -11,065 -21%
ZCA
646
Zeke Capital Advisors
Pennsylvania
$1.82M -$18.1K -398 -1%
CAM
647
Cozad Asset Management
Illinois
$1.82M -$816K -17,960 -31%
Jones Financial Companies
648
Jones Financial Companies
Missouri
$1.81M -$98.9K -2,177 -5%
PVH
649
Psagot Value Holdings
Israel
$1.81M -$177K -3,906 -9%
RWM
650
Ritholtz Wealth Management
New York
$1.8M -$326K -7,171 -15%

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.