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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
CCM
826
Coldstream Capital Management
Washington
$837K +$149K +3,028 +20%
GA
827
Greytown Advisors
Florida
$836K -$48.4K -987 -5%
AAB
828
ABN AMRO Bank
Netherlands
$832K +$870K +17,719 New
RMSCM
829
R.M. Sincerbeaux Capital Management
New York
$831K
ECM
830
ExodusPoint Capital Management
New York
$830K +$869K +17,706 New
RIA
831
Realta Investment Advisors
Delaware
$824K -$286K -5,835 -25%
CT
832
Columbia Trust
Oregon
$822K +$3.24K +66 +0.4%
TSWM
833
Triangle Securities Wealth Management
North Carolina
$816K -$1.96K -40 -0.2%
TFCP
834
Twin Focus Capital Partners
Massachusetts
$814K +$429K +8,746 +102%
FHA
835
Flagship Harbor Advisors
Massachusetts
$808K -$634K -12,928 -43%
SOAMC
836
Spirit of America Management Corp
New York
$807K
LB
837
Legacy Bridge
Iowa
$805K -$16.2K -330 -2%
CCG
838
Coastwise Capital Group
California
$804K +$19.7K +402 +2%
ECM
839
Evergreen Capital Management
Washington
$804K +$301K +6,125 +56%
AAS
840
Ameritas Advisory Services
Nebraska
$804K -$132K -2,688 -14%
CP
841
Camelot Portfolios
Ohio
$803K +$37.6K +766 +5%
IAN
842
Integrated Advisors Network
Texas
$802K -$4.1M -83,521 -83%
CGL
843
Clarius Group LLC
Washington
$796K +$261K +5,323 +46%
BCM
844
Bluefin Capital Management
New York
$791K -$13.5M -274,394 Closed
MIM
845
Marco Investment Management
Georgia
$785K -$51.5K -1,050 -6%
TF
846
TIAA FSB
Florida
$784K -$106K -2,166 -11%
EFS
847
Essex Financial Services
Connecticut
$782K -$87.7K -1,788 -10%
IFWM
848
Institute for Wealth Management
Colorado
$781K -$4.61K -94 -0.6%
WPC
849
Wedmont Private Capital
Pennsylvania
$781K +$446K +9,094 +118%
EGM
850
Engineers Gate Manager
New York
$778K +$814K +16,595 New

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.