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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
CCA
926
Checchi Capital Advisers
California
$597K +$16.1K +328 +3%
NP
927
Nilsine Partners
Colorado
$593K +$620K +12,636 New
I
928
InceptionR
California
$592K +$207K +4,209 +50%
BP
929
BBR Partners
New York
$592K -$366K -7,454 -37%
WAM
930
Wakefield Asset Management
Colorado
$588K +$616K +12,545 New
CPIG
931
Chicago Partners Investment Group
Illinois
$588K +$28.7K +585 +5%
CA
932
Commerzbank Aktiengesellschaft
Germany
$582K
RWA
933
River Wealth Advisors
Pennsylvania
$577K -$10.7K -218 -2%
RIL
934
Rothschild Investment LLC
Illinois
$572K +$17.4K +355 +3%
VLC
935
Van Leeuwen & Company
New Jersey
$571K +$9.18K +187 +2%
HT
936
HAP Trading
New York
$570K -$3.43M -69,909 -85%
WA
937
Waverly Advisors
Alabama
$570K +$96.9K +1,975 +19%
STA
938
Summit Trail Advisors
New York
$568K +$170K +3,464 +40%
CWM
939
Circle Wealth Management
New Jersey
$565K -$1.52K -31 -0.3%
TG
940
TCW Group
California
$564K -$7.59M -154,717 -93%
JIC
941
Johnson Investment Counsel
Ohio
$563K +$203K +4,132 +52%
PCS
942
Personal CFO Solutions
New Jersey
$562K +$26.8K +547 +5%
MCCA
943
Mill Creek Capital Advisors
Pennsylvania
$555K +$581K +11,839 New
AC
944
Annandale Capital
Texas
$549K
FPB
945
First PREMIER Bank
South Dakota
$546K -$12.9K -262 -2%
SFS
946
Solitude Financial Services
Virginia
$544K +$105K +2,140 +23%
HCM
947
Hollencrest Capital Management
California
$543K
WAM
948
Wolverine Asset Management
Illinois
$542K +$568K +11,565 New
MA
949
Mutual Advisors
Nebraska
$542K +$22.8K +465 +4%
CHJWM
950
Carlton Hofferkamp & Jenks Wealth Management
Texas
$542K -$15K -305 -3%

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.