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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
WAM
651
WFA Asset Management
Wisconsin
$1.79M +$267K +5,441 +17%
TPCW
652
TD Private Client Wealth
New York
$1.78M -$724K -14,746 -28%
E
653
Ergoteles
New York
$1.77M -$1.23M -25,031 -40%
OIM
654
Opus Investment Management
Massachusetts
$1.76M
SAM
655
Selway Asset Management
$1.75M -$245K -5,000 -12%
KFP
656
KMG Fiduciary Partners
Ohio
$1.75M +$720K +14,675 +65%
SCM
657
SOL Capital Management
Maryland
$1.74M
TMAM
658
Tokio Marine Asset Management
Japan
$1.72M +$308K +6,269 +21%
ASA
659
Armstrong Shaw Associates
Connecticut
$1.69M -$56.9K -1,160 -3%
PFO
660
Pathstone Family Office
New Jersey
$1.69M -$1.66M -33,874 -49%
FTDI
661
First Trust Direct Indexing
Massachusetts
$1.67M +$394K +8,024 +29%
CF
662
Centaurus Financial
California
$1.65M +$217K +4,425 +14%
GCC
663
Game Creek Capital
Massachusetts
$1.65M +$79.7K +1,625 +5%
WAS
664
Winch Advisory Services
Wisconsin
$1.64M +$35.9K +731 +2%
BHB
665
Bank Hapoalim BM
Israel
$1.62M -$806K -16,430 -32%
SWS
666
SYSTM Wealth Solutions
Illinois
$1.61M -$488K -9,948 -22%
EF
667
Empowered Funds
Pennsylvania
$1.61M +$1.68M +34,231 New
CAAS
668
Capital Asset Advisory Services
Michigan
$1.6M +$243K +4,961 +17%
CAM
669
Cozad Asset Management
Illinois
$1.6M -$293K -5,963 -15%
CWM
670
Compass Wealth Management
Connecticut
$1.59M +$435K +8,855 +35%
AWCI
671
Alpine Woods Capital Investors
New York
$1.59M -$1.22M -24,798 -42%
RIA
672
Regal Investment Advisors
Michigan
$1.57M +$253K +5,151 +18%
TCPG
673
Trivant Custom Portfolio Group
California
$1.57M +$1.64M +33,513 New
GT
674
Greenleaf Trust
Michigan
$1.57M +$497K +10,123 +43%
TCM
675
Tandem Capital Management
New Jersey
$1.56M -$16.3K -333 -1%

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.