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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
HWM
726
HB Wealth Management
Georgia
$1.23M +$143K +2,911 +12%
SAM
727
Shikiar Asset Management
New York
$1.23M +$1.28M +26,163 New
OAM
728
Ostrum Asset Management
France
$1.23M +$1.28M +26,144 New
SACTSONJ
729
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M
EGA
730
E&G Advisors
Texas
$1.22M -$24.5K -500 -2%
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$1.22M -$26.7K -545 -2%
PWM
732
Perigon Wealth Management
California
$1.22M +$67.5K +1,376 +6%
QP
733
Quilter Plc
United Kingdom
$1.21M +$59.7K +1,217 New
TFS
734
Thoroughbred Financial Services
Tennessee
$1.21M -$24.8K -506 -2%
FNT
735
First National Trust
Pennsylvania
$1.2M +$29.8K +608 +2%
APWA
736
Atlas Private Wealth Advisors
New Jersey
$1.2M +$398K +8,109 +47%
SWM
737
Sendero Wealth Management
Texas
$1.19M +$206K +4,188 +20%
SWM
738
Spire Wealth Management
Virginia
$1.19M +$477K +9,723 +63%
SIM
739
Sterling Investment Management
Arizona
$1.18M -$21.2K -431 -2%
MIH
740
Meitav Investment House
Israel
$1.18M +$34.9K +711 +3%
WANY
741
Wealthspire Advisors (New York)
New York
$1.18M -$221K -4,507 -15%
4WM
742
44 Wealth Management
Oregon
$1.17M +$32K +653 +3%
WSC
743
Wellington Shields & Co
New York
$1.16M +$9.81K +200 +0.8%
EIM
744
Essex Investment Management
Massachusetts
$1.16M +$562K +11,446 +87%
KCM
745
Kornitzer Capital Management
Kansas
$1.15M
MAM
746
Mystic Asset Management
Rhode Island
$1.14M -$160K -3,263 -12%
SIMM
747
Stillwater Investment Management (Minnesota)
Minnesota
$1.14M -$94.3K -1,921 -7%
AIIMS
748
Analyst IMS Investment Management Services
Israel
$1.14M -$229K -4,670 -16%
MC
749
Moors & Cabot
Massachusetts
$1.13M -$100K -2,044 -8%
CWA
750
Consilium Wealth Advisory
Texas
$1.13M -$53.5K -1,091 -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.