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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
CF
1001
Cantor Fitzgerald
New York
$465K -$9.88M -201,290 -95%
AFG
1002
Atomi Financial Group
New York
$463K +$484K +9,868 New
RSS
1003
Rosenblum Silverman Sutton
California
$463K -$42.8K -873 -8%
ICA
1004
Infrastructure Capital Advisors
New York
$461K +$249K +5,083 +107%
FSA
1005
Fort Sheridan Advisors
Illinois
$458K -$29.4K -600 -6%
PTC
1006
Private Trust Company
Ohio
$458K +$94.7K +1,929 +25%
TIMH
1007
Tilt Investment Management Holdings
New York
$457K +$64.4K +1,313 +15%
BAM
1008
BOS Asset Management
Illinois
$454K +$4.37K +89 +0.9%
MFA
1009
Mayflower Financial Advisors
Massachusetts
$453K +$7.85K +160 +2%
MCA
1010
MSH Capital Advisors
Arizona
$453K +$164K +3,343 +53%
BCM
1011
Basso Capital Management
Connecticut
$452K +$206K +4,200 +77%
CWM
1012
Cornerstone Wealth Management
Missouri
$450K +$471K +9,600 New
CG
1013
CFO4Life Group
Texas
$449K -$26.3K -536 -5%
CB
1014
Centennial Bank
Arkansas
$445K -$177K -3,615 -28%
PIA
1015
Powell Investment Advisors
Florida
$443K +$2.6K +53 +0.6%
MFC
1016
Mechanics Financial Corp
Ohio
$441K
FNBOMD
1017
First National Bank of Mount Dora
Florida
$441K -$12.5K -254 -3%
CW
1018
CreativeOne Wealth
Kansas
$440K +$96.5K +1,966 +26%
AFAS
1019
Acorn Financial Advisory Services
Virginia
$437K +$442 +9 +0.1%
WEG
1020
World Equity Group
Illinois
$435K +$20.6K +420 +5%
FCCM
1021
First City Capital Management
Georgia
$432K +$13.8K +281 +3%
GL
1022
Graypoint LLC
New York
$432K +$192K +3,921 +74%
CIP
1023
Convergence Investment Partners
Florida
$431K +$22.2K +453 +5%
AFC
1024
AFT Forsyth & Company
Florida
$431K
SWM
1025
Silverlake Wealth Management
Vermont
$430K +$1.47K +30 +0.3%

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.