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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
SA
751
SRN Advisors
Pennsylvania
$1.13M -$239K -4,880 -17%
CNBT
752
Canandaigua National Bank & Trust
New York
$1.13M +$1.18M +24,088 New
Verition Fund Management
753
Verition Fund Management
Connecticut
$1.12M -$1.59M -32,412 -57%
LFG
754
Larson Financial Group
Missouri
$1.12M +$40.4K +823 +4%
FFM
755
Forum Financial Management
Illinois
$1.12M +$11.8K +240 +1%
HNB
756
Huntington National Bank
Ohio
$1.12M -$132K -2,684 -10%
IIL
757
Insight Inv LLC
California
$1.12M +$136K +2,775 +13%
AIP
758
Ameritas Investment Partners
Nebraska
$1.11M -$1.32K -27 -0.1%
DIP
759
DT Investment Partners
Pennsylvania
$1.11M +$127K +2,583 +12%
BIA
760
Barry Investment Advisors
Massachusetts
$1.1M +$114K +2,324 +11%
CI
761
Cigna Investments
Connecticut
$1.1M -$25K -509 -2%
FMAEN1
762
Fund Management at Engine No 1
California
$1.1M +$106K +2,169 +10%
PA
763
PSI Advisors
Florida
$1.1M -$29.4K -600 -2%
TRCT
764
Tower Research Capital (TRC)
New York
$1.1M -$940K -19,159 -45%
IA
765
IFP Advisors
Florida
$1.09M -$570K -11,621 -36%
SWP
766
Stratos Wealth Partners
Ohio
$1.09M -$77.8K -1,586 -6%
ASBI
767
American State Bank (Iowa)
Iowa
$1.08M +$63.1K +1,285 +6%
JCM
768
Jacobi Capital Management
Pennsylvania
$1.06M -$122K -2,490 -10%
FHB
769
First Hawaiian Bank
Hawaii
$1.05M +$1.47K +30 +0.1%
AMG
770
Advisors Management Group
Wisconsin
$1.04M +$170K +3,474 +18%
OC
771
Oarsman Capital
Wisconsin
$1.04M -$55.7K -1,135 -5%
HBT
772
Hills Bank & Trust
Iowa
$1.04M -$665K -13,558 -38%
WJWM
773
Williams Jones Wealth Management
New York
$1.04M -$932 -19 -0.1%
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$38.2K +778 +4%
MSE
775
MUFG Securities EMEA
United Kingdom
$1.03M -$1.68M -34,176 -61%

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.