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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
IWP
1151
Icon Wealth Partners
Texas
$296K +$309K +6,306 New
FCP
1152
Fidelis Capital Partners
Florida
$295K -$21K -428 -6%
SF
1153
Summit Financial
New Jersey
$295K -$79.1K -1,611 -20%
SSG
1154
Summit Securities Group
New York
$295K -$1.94M -39,560 -86%
DWM
1155
Dorchester Wealth Management
Quebec, Canada
$295K -$118K -2,400 -28%
AWM
1156
Ameliora Wealth Management
Switzerland
$294K +$254K +5,175 +475%
CA
1157
Continuum Advisory
Idaho
$293K +$7.85K +160 +3%
VFA
1158
Voya Financial Advisors
Connecticut
$293K +$14K +286 +5%
CIA
1159
Cladis Investment Advisory
Montana
$292K +$73.6K +1,500 +32%
MSFS
1160
Main Street Financial Solutions
Pennsylvania
$292K -$7.75K -158 -2%
BJL
1161
Brighton Jones LLC
Washington
$291K +$71.6K +1,459 +31%
XSC
1162
X-Square Capital
Puerto Rico
$290K +$11.1K +226 +4%
SIC
1163
Samalin Investment Counsel
New York
$290K -$8.93K -182 -3%
TCOT
1164
Trust Company of Toledo
Ohio
$289K -$10.1K -205 -3%
PCFFS
1165
Pacific Center for Financial Services
California
$288K +$302K +6,150 New
SIG
1166
Sargent Investment Group
Maryland
$288K +$3.68K +75 +1%
MWM
1167
Modera Wealth Management
New Jersey
$288K +$7.8K +159 +3%
BOPW
1168
Brandywine Oak Private Wealth
Pennsylvania
$288K -$6.67K -136 -2%
RIA
1169
Richwood Investment Advisors
Ohio
$288K +$4.91K +100 +2%
SWM
1170
Sugarloaf Wealth Management
Georgia
$287K +$180K +3,658 +148%
MW
1171
Marcum Wealth
Ohio
$287K +$300K +6,110 New
BCG
1172
Breakwater Capital Group
New Jersey
$286K +$5.84K +119 +2%
RCM
1173
Requisite Capital Management
Texas
$285K
CCWM
1174
Cassaday & Co Wealth Management
Virginia
$285K +$5.79K +118 +2%
IC
1175
Inscription Capital
Texas
$284K +$297K +6,047 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.