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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
GRP
1026
Global Retirement Partners
California
$429K +$121K +2,463 +36%
BAM
1027
Brave Asset Management
New Jersey
$427K
RA
1028
RFG Advisory
Alabama
$427K +$196 +4 +0%
BFS
1029
Bard Financial Services
Connecticut
$426K +$18.4K +375 +4%
AC
1030
AlphaCore Capital
California
$423K -$56.9K -1,160 -11%
FB
1031
First Bancorp
Maine
$423K -$6.28K -128 -1%
NP
1032
NorthRock Partners
Minnesota
$421K +$56.6K +1,154 +15%
TCM
1033
Triumph Capital Management
Colorado
$420K +$105K +2,143 +31%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$420K -$370K -7,533 -46%
EP
1035
Elkhorn Partners
Nebraska
$420K
UAML
1036
US Asset Management LLC
Pennsylvania
$419K -$2.55K -52 -0.6%
HCP
1037
Hexagon Capital Partners
Arkansas
$417K +$74K +1,508 +20%
MMPW
1038
Mitchell McLeod Pugh & Williams
Alabama
$414K -$2.65K -54 -0.6%
DWT
1039
Dorsey & Whitney Trust
South Dakota
$414K +$37.5K +764 +9%
ORAM
1040
One River Asset Management
Connecticut
$413K -$126K -2,576 -22%
TBA
1041
Tower Bridge Advisors
Pennsylvania
$413K -$95.7K -1,950 -18%
AWS
1042
Aspen Wealth Strategies
Colorado
$411K +$53.8K +1,097 +14%
FFA
1043
Founders Financial Alliance
North Carolina
$410K -$45.8K -934 -10%
VFPI
1044
Vantage Financial Partners (Illinois)
Illinois
$410K -$24.5K -500 -5%
FLPIM
1045
F.L. Putnam Investment Management
Massachusetts
$410K +$67.4K +1,374 +19%
WWM
1046
Western Wealth Management
Colorado
$409K +$136K +2,768 +46%
WPW
1047
Waldron Private Wealth
Pennsylvania
$408K -$26.7K -544 -6%
FFN
1048
Focus Financial Network
Minnesota
$408K +$34.4K +700 +9%
KIA
1049
KCM Investment Advisors
California
$407K +$5.15K +105 +1%
KTC
1050
Kistler-Tiffany Companies
Pennsylvania
$405K -$25.5K -520 -6%

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.