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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
Millennium Management
76
Millennium Management
New York
$120M +$30.2M +615,855 +32%
OP
77
Oldfield Partners
United Kingdom
$118M +$24.2M +493,800 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115M -$81.9M -1,669,001 -41%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$108M +$59.5M +1,212,973 +111%
BIP
80
Brandes Investment Partners
California
$106M +$14.8M +302,588 +16%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$104M -$1.11M -22,596 -1%
Principal Financial Group
82
Principal Financial Group
Iowa
$104M +$1.69M +34,496 +2%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$104M -$5.88M -119,847 -5%
Boston Partners
84
Boston Partners
Massachusetts
$102M -$1.71M -34,873 -2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$99.7M -$2.04M -41,660 -2%
EPFB
86
Employees Provident Fund Board
Malaysia
$99.4M +$15.7M +320,833 +18%
TIM
87
Thornburg Investment Management
New Mexico
$96.8M +$931K +18,969 +0.9%
Parnassus Investments
88
Parnassus Investments
California
$90.1M +$20.6M +419,534 +28%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$86.2M -$7.12M -145,030 -7%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$85.6M -$790K -16,103 -0.9%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.5M -$2.63M -53,644 -3%
SAM
92
Silvercrest Asset Management
New York
$85.4M +$849K +17,292 +1%
LCM
93
Lakewood Capital Management
New York
$84.4M +$2.7M +55,000 +3%
VLKIM
94
Van Lanschot Kempen Investment Management
Netherlands
$84M +$64.3M +1,309,893 +272%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$80.6M -$176M -3,593,927 -68%
Two Sigma Investments
96
Two Sigma Investments
New York
$79.3M -$142M -2,899,379 -63%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$78.8M +$2.91M +59,400 +4%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$78.3M +$1.56M +31,761 +2%
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
$78.1M +$61.8M +1,259,494 +311%
CWM
100
CIBC World Markets
New York
$76.2M -$352M -7,166,596 -82%

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.