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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
BFM
976
Boston Financial Management
Massachusetts
$510K -$64.6K -1,317 -11%
BFEC
977
Benjamin F. Edwards & Company
Missouri
$507K +$280K +5,701 +111%
KAM
978
Knightsbridge Asset Management
California
$506K +$5.35K +109 +1%
T
979
TOBAM
France
$505K +$35.9K +732 +7%
PA
980
Parallel Advisors
California
$505K +$117K +2,386 +28%
IAMOG
981
Investors Asset Management of Georgia
Georgia
$505K +$4.91K +100 +0.9%
ICP
982
Interchange Capital Partners
Pennsylvania
$504K +$273K +5,561 +106%
MTIM
983
Marathon Trading Investment Management
Pennsylvania
$501K -$385K -7,840 -42%
WQ
984
Wealth Quarterback
New Jersey
$500K +$49.6K +1,011 +10%
HA
985
Herold Advisors
New York
$499K +$2.94K +60 +0.6%
AWAG
986
ARS Wealth Advisors Group
Florida
$495K -$3.01M -61,394 -85%
TWI
987
Thomas White International
Illinois
$494K +$2.16K +44 +0.4%
RWB
988
RMR Wealth Builders
New Jersey
$493K -$15.5K -316 -3%
ADL
989
Asset Dedication LLC
California
$489K +$49.7K +1,012 +11%
LC
990
Lindbrook Capital
California
$486K +$15.3K +312 +3%
SC
991
Steph & Co
Wisconsin
$485K +$112K +2,278 +28%
FMB
992
Field & Main Bank
Kentucky
$484K -$65.4K -1,333 -11%
MA
993
MCF Advisors
Kentucky
$482K +$272K +5,538 +117%
WSFS
994
Wilmington Savings Fund Society
Delaware
$476K +$1.28K +26 +0.3%
SFG
995
SevenBridge Financial Group
Pennsylvania
$475K -$30.8K -628 -6%
WA
996
Wealth Alliance
New York
$473K +$135K +2,761 +38%
OCM
997
Orion Capital Management
California
$472K
TCOO
998
Trust Company of Oklahoma
Oklahoma
$470K +$3.83K +78 +0.8%
AG
999
Ascent Group
Virginia
$469K +$45.6K +930 +10%
EIP
1000
Epoch Investment Partners
New York
$469K -$30.6M -623,654 -98%

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.