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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
PFBT
1101
Parkside Financial Bank & Trust
Missouri
$351K -$37.5K -826 -10%
BC
1102
Bridgefront Capital
Texas
$349K +$350K +7,712 New
DBIA
1103
Dumont & Blake Investment Advisors
New Jersey
$348K -$53.1K -1,170 -13%
LTI
1104
Laffer Tengler Investments
Tennessee
$347K +$349K +7,677 New
BWP
1105
BSW Wealth Partners
Colorado
$347K -$8.09K -178 -2%
AWS
1106
Aspen Wealth Strategies
Colorado
$347K +$348K +7,665 New
TWM
1107
Thrive Wealth Management
Pennsylvania
$344K +$84.8K +1,866 +33%
DAM
1108
Delta Asset Management
Tennessee
$341K -$10.6K -234 -3%
MCC
1109
Money Concepts Capital
Florida
$341K +$331K +7,292 +2,917%
TFA
1110
Transamerica Financial Advisors
Florida
$339K +$45.9K +1,011 +16%
NL
1111
NWAM LLC
Washington
$338K +$19.5K +429 +6%
IDBONY
1112
Israel Discount Bank of New York
New York
$338K -$25.3K -558 -7%
CW
1113
CreativeOne Wealth
Kansas
$336K +$3.45K +76 +1%
DS
1114
DRW Securities
Illinois
$335K +$28.3K +624 +9%
HCP
1115
Hexagon Capital Partners
Arkansas
$334K +$18.8K +414 +6%
CRC
1116
Curi RMB Capital
Illinois
$333K -$45.4K -1,000 -12%
FLPIM
1117
F.L. Putnam Investment Management
Massachusetts
$333K +$40.9K +901 +14%
WA
1118
Wealth Alliance
New York
$331K -$260K -5,725 -44%
LAM
1119
Lakewood Asset Management
Illinois
$331K +$332K +7,319 New
LOAMS
1120
Lombard Odier Asset Management (Switzerland)
Switzerland
$330K +$332K +7,300 New
ATC
1121
Adirondack Trust Company
New York
$329K +$21.8K +480 +7%
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$328K -$9.09K -200 -3%
SL
1123
Summitry LLC
California
$327K +$20.9K +460 +7%
IBOK
1124
Independence Bank of Kentucky
Kentucky
$326K -$18.4K -405 -5%
XWM
1125
Xcel Wealth Management
Florida
$326K -$1.95K -43 -0.6%

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.