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Citigroup
C

1,774 hedge funds and large institutions have $87.3B invested in Citigroup in 2024 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 690 increasing their positions, 635 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 113

21% more capital invested

Capital invested by funds: $72.4B → $87.3B (+$14.9B)

6% more funds holding

Funds holding: 1,671 → 1,774 (+103)

4% more funds holding in top 10

Funds holding in top 10: 57 → 59 (+2)

9% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 635

2% less call options, than puts

Call options by funds: $6.77B | Put options by funds: $6.91B

1.01% less ownership

Funds ownership: 73.35% → 72.35% (-1%)

Holders
1,774
Holders Change
+103
Holders Change %
+6.16%
% of All Funds
25.55%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.85%
New
235
Increased
690
Reduced
635
Closed
113
Calls
$6.77B
Puts
$6.91B
Net Calls
-$145M
Net Calls Change
-$1.33B

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$975M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$871M
4
N
Nuveen
North Carolina
+$286M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$257M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$419M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
4
BlackRock
BlackRock
New York
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
726
Snowden Capital Advisors
New York
$1.8M +$358K +6,435 +29%
CT
727
Chicago Trust
Illinois
$1.79M +$342K +6,154 +28%
MYLI
728
Meiji Yasuda Life Insurance
Japan
$1.79M +$211K +3,794 +16%
NFG
729
Norris Financial Group
South Carolina
$1.78M +$1.57M +28,185 New
ET
730
Equitable Trust
Tennessee
$1.75M +$201K +3,617 +15%
CA
731
Clearstead Advisors
Ohio
$1.75M +$93.6K +1,682 +7%
AMG
732
Advisors Management Group
Wisconsin
$1.74M +$70.9K +1,275 +5%
TAM
733
Trust Asset Management
Texas
$1.72M – – –
SC
734
Shay Capital
New York
$1.72M +$1.51M +27,200 New
WSC
735
Wellington Shields & Co
New York
$1.72M +$37.8K +680 +3%
SWS
736
SYSTM Wealth Solutions
Illinois
$1.71M -$105K -1,893 -7%
IF
737
Intrua Financial
Texas
$1.7M -$48.1K -865 -3%
LIM
738
Longfellow Investment Management
Massachusetts
$1.7M -$620K -11,144 -29%
IIL
739
Insight Inv LLC
California
$1.69M +$45.9K +825 +3%
AWM
740
Allen Wealth Management
North Carolina
$1.68M +$19K +342 +1%
Focus Partners Wealth
741
Focus Partners Wealth
Massachusetts
$1.67M +$157K +2,822 +12%
LWA
742
Lineweaver Wealth Advisors
Ohio
$1.66M +$113K +2,027 +8%
MWM
743
Meridian Wealth Management
Kentucky
$1.66M +$319K +5,729 +28%
WW
744
Waterfront Wealth
Kansas
$1.66M +$390K +7,014 +35%
GAM
745
Griffin Asset Management
New York
$1.65M +$566K +10,172 +64%
SACTSONJ
746
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.65M – – –
WOC
747
West Oak Capital
California
$1.65M +$189K +3,395 +15%
PF
748
Phoenix Financial
Israel
$1.65M +$981K +17,628 +208%
VA
749
Vident Advisory
Georgia
$1.64M +$164K +2,951 +13%
MAS
750
Meeder Advisory Services
Ohio
$1.64M +$119K +2,138 +9%
28 29
30
31 32

C Hedge Fund Activity: Q1 2024 in Review

1,774 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2024, worth a combined $87.3B — up 21% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new C positions and 113 closed out — a net gain of 122 holders — while 690 added to existing stakes and 635 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.04B. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,774 institutional investors held Citigroup (C) as of Q1 2024, up from 1,671 in Q4 2023.
  • Funds reported $87.3B of Citigroup stock for Q1 2024, up 21% quarter-over-quarter.
  • 235 funds opened new Citigroup positions in Q1 2024 and 113 closed out, a net change of +122 holders.
  • The largest Citigroup buyer in Q1 2024 was Franklin Resources, an estimated $1.04B added.
  • The largest Citigroup seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.