We are live on ! Find out more
C icon

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
SIA
676
Schechter Investment Advisors
Michigan
$1.55M +$400K +8,152 +33%
IAS
677
IMA Advisory Services
Colorado
$1.55M +$118K +2,410 +8%
Point72 Asset Management
678
Point72 Asset Management
Connecticut
$1.54M +$1.54M +31,283 +2,152%
VCA
679
Verdence Capital Advisors
Maryland
$1.52M -$602K -12,277 -27%
WTC
680
WhitTier Trust Company
Nevada
$1.51M -$237K -4,824 -13%
SW
681
Solidarity Wealth
Utah
$1.48M +$1.55M +31,660 New
BCM
682
Birmingham Capital Management
Alabama
$1.48M -$71.2K -1,450 -4%
TPW
683
Transatlantique Private Wealth
New York
$1.47M +$229K +4,670 +18%
PAS
684
Park Avenue Securities
New York
$1.47M -$194K -3,946 -11%
CFD
685
Creative Financial Designs
Indiana
$1.46M +$56.9K +1,160 +4%
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$1.46M +$1.18M +24,087 +343%
MAS
687
Meeder Advisory Services
Ohio
$1.45M +$160K +3,260 +12%
SL
688
Savior LLC
Massachusetts
$1.44M +$20.9K +425 +1%
RI
689
Ridgewood Investments
New Jersey
$1.44M -$26.9K -548 -2%
CII
690
Capital International Inc
California
$1.42M
SCM
691
Shelton Capital Management
Colorado
$1.41M +$656K +13,363 +80%
GIM
692
Guardian Investment Management
California
$1.41M +$120K +2,450 +14%
CANC
693
Culbertson A N & Co
Virginia
$1.41M +$347K +7,070 +31%
CAM
694
Carret Asset Management
New York
$1.41M -$100K -2,037 -6%
PMA
695
Prudent Man Advisors
Illinois
$1.41M +$6.13K +125 +0.4%
AAF
696
Andra AP-fonden
Sweden
$1.4M +$290K +5,900 +25%
S
697
SignatureFD
Georgia
$1.4M +$122K +2,488 +9%
MIC
698
Meridian Investment Counsel
California
$1.39M +$12.3K +250 +0.8%
LAM
699
Lynch Asset Management
Pennsylvania
$1.39M
BF
700
BOK Financial
Oklahoma
$1.38M -$452K -9,218 -24%

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.