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Citigroup

1,605 hedge funds and large institutions have $63.6B invested in Citigroup in 2022 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 512 increasing their positions, 727 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 157

10% more capital invested

Capital invested by funds: $57.9B → $63.6B (+$5.65B)

0.37% more ownership

Funds ownership: 71.96%72.33% (+0.37%)

0% less funds holding

Funds holding: 1,6061,605 (-1)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

17% less call options, than puts

Call options by funds: $4.94B | Put options by funds: $5.94B

30% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 727

Holders
1,605
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
25.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.74%
New
191
Increased
512
Reduced
727
Closed
157
Calls
$4.94B
Puts
$5.94B
Net Calls
-$1B
Net Calls Change
+$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1051
Dynamic Advisor Solutions
Arizona
$394K +$27.2K +598 +7%
BFS
1052
Bard Financial Services
Connecticut
$394K -$187K -4,125 -32%
AT
1053
Arvest Trust
Oklahoma
$394K -$2.09K -46 -0.5%
DWM
1054
Dorchester Wealth Management
Quebec, Canada
$393K -$6.81K -150 -2%
STA
1055
Summit Trail Advisors
New York
$391K -$79.8K -1,756 -17%
WW
1056
Waterfront Wealth
Kansas
$390K +$45 +1 +0%
WEG
1057
World Equity Group
Illinois
$390K -$5.41K -119 -1%
CWP
1058
Concord Wealth Partners
Virginia
$390K -$327K -7,209 -46%
TFCP
1059
Twin Focus Capital Partners
Massachusetts
$389K -$50.3K -1,108 -11%
PCM
1060
Parsons Capital Management
Rhode Island
$388K -$989K -21,773 -72%
KIA
1061
KCM Investment Advisors
California
$388K +$82K +1,806 +27%
VCM
1062
Virtue Capital Management
Tennessee
$387K +$389K +8,556 New
VBCG
1063
Valley Brook Capital Group
Pennsylvania
$386K
WPW
1064
Waldron Private Wealth
Pennsylvania
$385K
RPCA
1065
Running Point Capital Advisors
California
$384K +$409 +9 +0.1%
G
1066
GenTrust
Florida
$383K +$162K +3,561 +73%
TCWM
1067
Total Clarity Wealth Management
Illinois
$382K -$50.7K -1,117 -12%
IGWM
1068
ICA Group Wealth Management
Colorado
$382K -$175K -3,844 -31%
BBI
1069
Baxter Bros Inc
Connecticut
$382K -$45.3K -998 -11%
I
1070
InceptionR
California
$380K +$382K +8,409 New
PA
1071
Parallel Advisors
California
$379K -$43.9K -967 -10%
DWT
1072
Dorsey & Whitney Trust
South Dakota
$379K -$105K -2,321 -22%
MFG
1073
Merit Financial Group
Georgia
$376K +$60.4K +1,330 +19%
ACA
1074
Anchor Capital Advisors
Massachusetts
$375K -$61.6K -1,355 -14%
WAM
1075
WNY Asset Management
New York
$372K +$80.6K +1,775 +28%

C Hedge Fund Activity: Q4 2022 in Review

1,605 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2022, worth a combined $63.6B — up 9.8% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new C positions and 157 closed out — a net gain of 34 holders — while 512 added to existing stakes and 727 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was Susquehanna International Group, cutting an estimated $467M.

  • 1,605 institutional investors held Citigroup (C) as of Q4 2022, down from 1,606 in Q3 2022.
  • Funds reported $63.6B of Citigroup stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 191 funds opened new Citigroup positions in Q4 2022 and 157 closed out, a net change of +34 holders.
  • The largest Citigroup buyer in Q4 2022 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Citigroup seller in Q4 2022 was Susquehanna International Group, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2022.