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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
XF
1126
XML Financial
Maryland
$319K -$8.78K -179 -3%
DCM
1127
Dupont Capital Management
Delaware
$317K +$86.7K +1,767 +35%
CSA
1128
Cottage Street Advisors
Massachusetts
$317K +$331K +6,754 New
WB
1129
WesBanco Bank
West Virginia
$316K -$10.6K -217 -3%
SIM
1130
Seaview Investment Managers
Florida
$316K +$330K +6,731 New
PP
1131
PDS Planning
Ohio
$315K +$330K +6,719 New
JE
1132
JMAC Enterprises
Pennsylvania
$315K +$73.7K +1,501 +29%
SAM
1133
Seelaus Asset Management
New Jersey
$313K +$294 +6 +0.1%
VCWA
1134
Vanguard Capital Wealth Advisors
Colorado
$312K -$26K -530 -7%
MSA
1135
Marino Stram & Associates
Massachusetts
$310K -$294 -6 -0.1%
CIM
1136
CIM Investment Management
Pennsylvania
$309K -$598K -12,190 -65%
JCM
1137
Janney Capital Management
Pennsylvania
$309K -$234K -4,759 -42%
DOA
1138
D'Orazio & Associates
Virginia
$308K +$322K +6,567 New
KCM
1139
Kathmere Capital Management
Pennsylvania
$307K +$321K +6,540 New
SP
1140
Successful Portfolios
Florida
$306K -$2.06K -42 -0.6%
SCM
1141
Shapiro Capital Management
Georgia
$306K -$108K -2,200 -25%
EWA
1142
Exencial Wealth Advisors
Oklahoma
$306K -$1.62K -33 -0.5%
WMP
1143
Wealth Management Partners
Arizona
$305K +$320K +6,514 New
RFA
1144
Resurgent Financial Advisors
Georgia
$303K -$21.9K -447 -6%
CL
1145
COWA LLC
Oklahoma
$300K
JWM
1146
Jeppson Wealth Management
California
$298K +$1.57K +32 +0.5%
IBOK
1147
Independence Bank of Kentucky
Kentucky
$298K -$41.7K -850 -12%
LJAC
1148
L.J. Altfest & Co
New York
$297K +$6.77K +138 +2%
FC
1149
Fusion Capital
South Carolina
$297K -$13K -264 -4%
CFG
1150
Carr Financial Group
Massachusetts
$297K -$8.83K -180 -3%

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.