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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
IRC
951
Investors Research Corp
Georgia
$539K
TWM
952
Tradition Wealth Management
Minnesota
$536K -$76.7K -1,563 -12%
GIA
953
Gladstone Institutional Advisory
Florida
$533K -$136K -2,766 -20%
LB
954
Leo Brokerage
Texas
$532K +$557K +11,351 New
FRM
955
Fox Run Management
Connecticut
$531K +$32.3K +659 +6%
CA
956
Cumberland Advisors
Florida
$531K -$29.4K -600 -5%
CAC
957
Certified Advisory Corp
Florida
$522K -$29.6K -603 -5%
AG
958
AIA Group
Hong Kong
$521K -$114K -2,323 -17%
TWM
959
Thrive Wealth Management
Pennsylvania
$521K +$172K +3,506 +46%
AFG
960
AFS Financial Group
Maryland
$520K +$98 +2 +0%
AF
961
Allworth Financial
California
$520K +$62K +1,263 +13%
BSW
962
Buckingham Strategic Wealth
Missouri
$519K
GSB
963
Greenfield Savings Bank
Massachusetts
$518K -$48.7K -992 -8%
PCM
964
Perritt Capital Management
Illinois
$518K +$6.87K +140 +1%
MBT
965
Montecito Bank & Trust
California
$518K -$37.8K -770 -7%
DG
966
DMC Group
Alabama
$516K +$67.1K +1,368 +14%
NW
967
NewEdge Wealth
Pennsylvania
$516K +$201K +4,091 +59%
OHWA
968
Oak Hill Wealth Advisors
Virginia
$515K -$29.4K -600 -5%
WIM
969
Westside Investment Management
California
$515K -$24.5K -500 -4%
PI
970
PFG Investments
New York
$515K +$539K +10,979 New
CWM
971
Cabot Wealth Management
Massachusetts
$514K +$5.3K +108 +1%
QCG
972
Quadrant Capital Group
Ohio
$514K +$69.6K +1,419 +15%
NSIM
973
North Star Investment Management
Illinois
$513K -$13.4K -273 -2%
WSTAM
974
Wilbanks Smith & Thomas Asset Management
Virginia
$513K -$5.84K -119 -1%
PCIA
975
Prime Capital Investment Advisors
Kansas
$512K +$68.2K +1,389 +15%

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.