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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
VIM
901
VELA Investment Management
Ohio
$643K +$390K +7,950 +138%
CWP
902
Concord Wealth Partners
Virginia
$641K +$249K +5,064 +59%
BTI
903
Blue Trust Inc
Georgia
$638K -$49.7K -1,013 -7%
AB
904
Atlas Brown
Kentucky
$636K +$350K +7,132 +111%
FB
905
Fulton Bank
Pennsylvania
$635K +$21.1K +429 +3%
FFA
906
Farther Finance Advisors
California
$634K +$119K +2,426 +22%
LD
907
Lipe & Dalton
New York
$631K -$84.5K -1,722 -11%
KeyBank National Association
908
KeyBank National Association
Ohio
$628K +$122K +2,483 +23%
PWPS
909
Pinnacle Wealth Planning Services
Ohio
$625K +$129K +2,623 +24%
SCM
910
Schnieders Capital Management
California
$624K -$43.6K -888 -6%
MCM
911
Manchester Capital Management
Vermont
$623K -$43K -876 -6%
SWMP
912
Signature Wealth Management Partners
New Jersey
$622K +$124K +2,532 +24%
CAMV
913
Concord Asset Management (Virginia)
Virginia
$622K +$651K +13,261 New
GFP
914
Gryphon Financial Partners
Ohio
$620K +$5.45K +111 +0.8%
CCG
915
Ceeto Capital Group
Florida
$617K
H
916
HoyleCohen
California
$615K -$90.9K -1,852 -12%
CGIM
917
Capital Group Investment Management
Singapore
$615K -$106K -2,166 -14%
TWP
918
Tempus Wealth Planning
California
$614K +$13.1K +267 +2%
DA
919
Denali Advisors
California
$614K +$44.2K +900 +7%
IP
920
Intellectus Partners
California
$608K +$24.5K +500 +4%
BP
921
Ballentine Partners
Massachusetts
$607K +$65.4K +1,332 +11%
CAMG
922
CWA Asset Management Group
Florida
$602K +$200K +4,070 +46%
JWCA
923
J.W. Cole Advisors
Florida
$600K +$10.5K +213 +2%
MVA
924
Mount Vernon Associates
Maryland
$598K -$19.6K -400 -3%
GLR
925
Great Lakes Retirement
Ohio
$597K +$13.5K +275 +2%

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.