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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
LI
1051
LVZ Inc
Michigan
$404K +$120K +2,437 +39%
MCM
1052
Marathon Capital Management
Maryland
$403K +$422K +8,597 New
BFM
1053
Boothbay Fund Management
New York
$399K +$152K +3,102 +57%
HIIFS
1054
Harel Insurance Investments & Financial Services
Israel
$398K +$255K +5,190 +154%
RPCA
1055
Running Point Capital Advisors
California
$398K
VCM
1056
Virtue Capital Management
Tennessee
$397K -$4.42K -90 -1%
IGWM
1057
ICA Group Wealth Management
Colorado
$396K +$147 +3 +0%
WAM
1058
WNY Asset Management
New York
$396K +$11K +225 +3%
AWM
1059
Alterna Wealth Management
Texas
$394K -$42.8K -873 -9%
AF
1060
Advisornet Financial
Minnesota
$394K +$67.1K +1,368 +19%
EWM
1061
Elmwood Wealth Management
California
$392K +$15.7K +320 +4%
CA
1062
Clearstead Advisors
Ohio
$392K +$18.4K +375 +5%
ACA
1063
Anchor Capital Advisors
Massachusetts
$386K -$2.7K -55 -0.7%
DBIA
1064
Dumont & Blake Investment Advisors
New Jersey
$383K +$23.3K +475 +6%
GCP
1065
Garda Capital Partners
Minnesota
$383K +$401K +8,166 New
DAS
1066
Dynamic Advisor Solutions
Arizona
$382K -$27.8K -566 -6%
AIA
1067
Arbor Investment Advisors
North Carolina
$381K
PFBT
1068
Parkside Financial Bank & Trust
Missouri
$379K +$15.5K +315 +4%
6F
1069
626 Financial
Michigan
$378K +$60.6K +1,234 +18%
NSEDCP
1070
NJ State Employees Deferred Compensation Plan
New Jersey
$375K
FDS
1071
First Dallas Securities
Texas
$373K -$4.81K -98 -1%
ACL
1072
Applied Capital LLC
Florida
$372K +$390K +7,944 New
IWM
1073
IHT Wealth Management
Illinois
$372K -$93.2K -1,899 -19%
GVAG
1074
Great Valley Advisor Group
Delaware
$371K -$131K -2,666 -25%
NWA
1075
Navis Wealth Advisors
New York
$369K -$853K -17,374 -69%

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.