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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
PH
701
Pinnacle Holdings
Oklahoma
$1.38M +$175K +3,572 +14%
SCA
702
Sippican Capital Advisors
Massachusetts
$1.38M +$189K +3,855 +15%
WOC
703
West Oak Capital
California
$1.38M +$105K +2,135 +8%
SAM
704
Stansberry Asset Management
Texas
$1.35M +$88.5K +1,804 +7%
IMC Chicago
705
IMC Chicago
Illinois
$1.33M +$1.39M +28,367 New
MG
706
Marex Group
$1.32M -$3.18M -64,711 -70%
MOS
707
MGO One Seven
Ohio
$1.32M +$80.9K +1,649 +6%
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$442K +9,017 +47%
BBHC
709
Brown Brothers Harriman & Co
New York
$1.31M +$181K +3,689 +15%
CG
710
Colony Group
Massachusetts
$1.31M -$2.04M -41,551 -60%
SPC
711
Sigma Planning Corp
Michigan
$1.29M +$11.4K +232 +0.9%
SSWM
712
Smith Salley Wealth Management
North Carolina
$1.28M +$307K +6,251 +30%
TAM
713
Trust Asset Management
Texas
$1.28M +$33.9K +691 +3%
PA
714
Profund Advisors
Maryland
$1.28M -$481K -9,803 -26%
SXL
715
Summit X LLC
Missouri
$1.28M -$366K -7,466 -22%
MAM
716
Mastrapasqua Asset Management
Tennessee
$1.27M +$13.3K +270 +1%
IIM
717
InTrack Investment Management
Vermont
$1.26M +$76.4K +1,556 +6%
QI
718
Qtron Investments
Massachusetts
$1.26M
MYLI
719
Meiji Yasuda Life Insurance
Japan
$1.26M -$783K -15,958 -37%
GIP
720
Granite Investment Partners
California
$1.26M -$58.8K -1,198 -4%
BAM
721
Boyar Asset Management
New York
$1.25M +$6.82K +139 +0.5%
BW
722
Bison Wealth
Georgia
$1.25M -$44.4K -904 -3%
MS
723
Maven Securities
Jersey
$1.24M +$1.3M +26,447 New
BBWA
724
Bell & Brown Wealth Advisors
California
$1.24M +$30.8K +627 +2%
BC
725
Bridgefront Capital
Texas
$1.23M +$912K +18,579 +241%

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.