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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
RPCONE
1076
Retirement Planning Company of New England
Rhode Island
$369K -$154K -3,136 -28%
NL
1077
NWAM LLC
Washington
$368K +$18.6K +378 +5%
HW
1078
Hancock Whitney
Mississippi
$368K -$3.09K -63 -0.8%
ATC
1079
Adirondack Trust Company
New York
$368K +$27.6K +562 +8%
NB
1080
Northwest Bancshares
Pennsylvania
$367K -$73.9K -1,506 -16%
VBCG
1081
Valley Brook Capital Group
Pennsylvania
$365K -$36.8K -750 -9%
KA
1082
Kovack Advisors
Florida
$365K -$6.23K -127 -2%
BWP
1083
BSW Wealth Partners
Colorado
$365K +$4.76K +97 +1%
CFO
1084
CVA Family Office
Colorado
$365K +$65.7K +1,339 +21%
LOAMS
1085
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$16.9K +345 +5%
LTI
1086
Laffer Tengler Investments
Tennessee
$356K -$4.02K -82 -1%
DAM
1087
Delta Asset Management
Tennessee
$354K
TPWM
1088
Twelve Points Wealth Management
Massachusetts
$353K +$58.7K +1,197 +19%
CD
1089
Chapin Davis
Maryland
$352K +$30.3K +617 +9%
CS
1090
Capital Square
Tennessee
$351K -$154K -3,140 -29%
SBH
1091
Segall Bryant & Hamill
Illinois
$351K -$27.4K -558 -7%
MGIA
1092
Moneta Group Investment Advisors
Missouri
$350K +$95.5K +1,947 +35%
WW
1093
Waterfront Wealth
Kansas
$348K -$4.86K -99 -1%
TFA
1094
Transamerica Financial Advisors
Florida
$348K -$3.19K -65 -0.9%
ZB
1095
Zions Bancorporation
Utah
$348K -$200K -4,066 -35%
CRC
1096
Curi RMB Capital
Illinois
$348K +$2.4K +49 +0.7%
VC
1097
Vicus Capital
Pennsylvania
$348K -$30.1K -613 -8%
BLC
1098
Brown, Lisle/Cummings
Rhode Island
$348K -$115K -2,350 -24%
OWA
1099
One Wealth Advisors
California
$346K +$96.5K +1,966 +36%
CA
1100
Calton & Associates
Florida
$345K -$21.1K -430 -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.