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Citigroup

1,605 hedge funds and large institutions have $63.6B invested in Citigroup in 2022 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 512 increasing their positions, 727 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 157

10% more capital invested

Capital invested by funds: $57.9B → $63.6B (+$5.65B)

0.37% more ownership

Funds ownership: 71.96%72.33% (+0.37%)

0% less funds holding

Funds holding: 1,6061,605 (-1)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

17% less call options, than puts

Call options by funds: $4.94B | Put options by funds: $5.94B

30% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 727

Holders
1,605
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
25.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.74%
New
191
Increased
512
Reduced
727
Closed
157
Calls
$4.94B
Puts
$5.94B
Net Calls
-$1B
Net Calls Change
+$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
876
Robertson Stephens Wealth Management
California
$682K -$28.4K -626 -4%
KI
877
Kula Investments
Illinois
$681K +$735K +16,184 New
RCAG
878
Rehmann Capital Advisory Group
Michigan
$681K +$28.1K +618 +4%
CAM
879
Cidel Asset Management
Ontario, Canada
$678K
EP
880
Eudaimonia Partners
Tennessee
$678K +$23.3K +513 +4%
CM
881
CM Management
Florida
$678K
H
882
HoyleCohen
California
$677K -$150K -3,292 -18%
DMBA
883
Deseret Mutual Benefit Administrators
Utah
$672K -$480K -10,557 -42%
CCM
884
Coldstream Capital Management
Washington
$670K +$673K +14,816 New
DGAM
885
Desjardins Global Asset Management
Quebec, Canada
$669K -$449K -9,890 -40%
KJWM
886
Kiley Juergens Wealth Management
Washington
$668K -$74.5K -1,641 -10%
RHAM
887
Round Hill Asset Management
California
$654K +$22.5K +496 +4%
CQS
888
Credential Qtrade Securities
$653K +$638K +14,040 +3,510%
AG
889
Algert Global
California
$653K +$83.2K +1,832 +15%
TSW
890
Thompson Siegel & Walmsley
Virginia
$648K -$7.32M -161,200 -92%
LSAG
891
Lake Street Advisors Group
New Hampshire
$644K -$86.5K -1,905 -12%
AFP
892
Ausdal Financial Partners
Iowa
$644K -$17.3K -380 -3%
SCM
893
Schnieders Capital Management
California
$642K +$10.7K +235 +2%
MCM
894
Manchester Capital Management
Vermont
$641K -$55.3K -1,217 -8%
CASB
895
Cape Ann Savings Bank
Massachusetts
$640K +$7.72K +170 +1%
GIA
896
Gladstone Institutional Advisory
Florida
$639K -$45.7K -1,006 -7%
WTB
897
Washington Trust Bank
Washington
$634K
BTI
898
Blue Trust Inc
Georgia
$629K +$391K +8,599 +132%
1IA
899
1834 Investment Advisors
Wisconsin
$628K -$5.39M -118,664 -90%
SP
900
Symmetry Partners
Connecticut
$628K

C Hedge Fund Activity: Q4 2022 in Review

1,605 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2022, worth a combined $63.6B — up 9.8% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new C positions and 157 closed out — a net gain of 34 holders — while 512 added to existing stakes and 727 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was Susquehanna International Group, cutting an estimated $467M.

  • 1,605 institutional investors held Citigroup (C) as of Q4 2022, down from 1,606 in Q3 2022.
  • Funds reported $63.6B of Citigroup stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 191 funds opened new Citigroup positions in Q4 2022 and 157 closed out, a net change of +34 holders.
  • The largest Citigroup buyer in Q4 2022 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Citigroup seller in Q4 2022 was Susquehanna International Group, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2022.