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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
CAM
876
Cidel Asset Management
Ontario, Canada
$703K
AWC
877
Abundance Wealth Counselors
Pennsylvania
$696K -$792K -16,131 -52%
RSWM
878
Robertson Stephens Wealth Management
California
$689K -$18.7K -381 -3%
LNC
879
Lincoln National Corp
Pennsylvania
$686K -$431K -8,785 -38%
SYBT
880
Stock Yards Bank & Trust
Kentucky
$686K +$43.4K +885 +6%
GITFIT
881
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$675K +$250K +5,100 +55%
DA
882
DCM Advisors
New York
$675K -$142K -2,888 -17%
AFP
883
Ausdal Financial Partners
Iowa
$671K +$3.98K +81 +0.6%
CASB
884
Cape Ann Savings Bank
Massachusetts
$671K +$7.56K +154 +1%
LCGC
885
Legacy Capital Group California
California
$671K +$702K +14,302 New
RVPG
886
Relative Value Partners Group
$670K -$1.71M -34,862 -71%
IIM
887
Ironwood Investment Management
Massachusetts
$667K +$110K +2,250 +19%
CCM
888
Chilton Capital Management
Texas
$666K -$503K -10,260 -42%
CIC
889
Carnegie Investment Counsel
Ohio
$666K -$55.7K -1,136 -7%
VT
890
Vise Technologies
New York
$663K +$159K +3,231 +30%
KJWM
891
Kiley Juergens Wealth Management
Washington
$661K -$32.8K -668 -5%
AIC
892
Archer Investment Corporation
Indiana
$657K
IVP
893
Intrinsic Value Partners
Arizona
$656K -$59.9K -1,220 -8%
WFS
894
Widmann Financial Services
Maryland
$655K +$78.2K +1,593 +13%
OIA
895
OneDigital Investment Advisors
Kansas
$654K +$164K +3,339 +31%
SP
896
Symmetry Partners
Connecticut
$651K
EM
897
Excalibur Management
Massachusetts
$650K +$15.9K +325 +2%
WTB
898
Washington Trust Bank
Washington
$649K -$8.34K -170 -1%
NB
899
NBT Bank
New York
$646K -$91.6K -1,866 -12%
PFM
900
Privium Fund Management
Netherlands
$644K

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.