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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
LAM
1101
Lakewood Asset Management
Illinois
$345K +$1.96K +40 +0.5%
VCM
1102
Violich Capital Management
California
$345K +$18.4K +375 +5%
CA
1103
Claro Advisors
Massachusetts
$343K +$116K +2,359 +48%
9WM
1104
9258 Wealth Management
Ohio
$342K -$26.1K -531 -7%
TAM
1105
Tocqueville Asset Management
New York
$341K +$28.2K +574 +9%
DA
1106
DCF Advisers
Connecticut
$340K -$491K -10,000 Closed
JSW
1107
Journey Strategic Wealth
New Jersey
$340K +$109K +2,213 +44%
BBI
1108
Baxter Bros Inc
Connecticut
$339K -$59.4K -1,211 -14%
TW
1109
TrinityPoint Wealth
Connecticut
$338K +$6.48K +132 +2%
XWM
1110
Xcel Wealth Management
Florida
$338K
BHBT
1111
Burke & Herbert Bank & Trust
Virginia
$337K -$3.19K -65 -0.9%
LA
1112
Legacy Advisors
Pennsylvania
$337K +$352K +7,178 New
ETH
1113
Exos TFP Holdings
New York
$336K +$250K +5,094 +245%
FFP
1114
FourThought Financial Partners
Florida
$336K +$352K +7,170 New
KFA
1115
Kelleher Financial Advisors
New York
$334K +$49 +1 +0%
APW
1116
Aurora Private Wealth
New Jersey
$333K +$1.42K +29 +0.4%
1IA
1117
1834 Investment Advisors
Wisconsin
$332K -$334K -6,808 -49%
GEA
1118
Glen Eagle Advisors
New Jersey
$332K
IAG
1119
Investmark Advisory Group
Connecticut
$331K +$346K +7,055 New
PPW
1120
Parcion Private Wealth
Washington
$326K -$8.49K -173 -2%
EHWM
1121
Eads & Heald Wealth Management
Georgia
$326K -$1.23K -25 -0.4%
LWM
1122
LJI Wealth Management
Indiana
$324K -$2.94K -60 -0.9%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$324K
PCM
1124
Prelude Capital Management
New York
$323K -$403K -8,214 -54%
CB
1125
Cadence Bank
Mississippi
$322K +$337K +6,861 New

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.