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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
MA
1176
MONECO Advisors
Connecticut
$283K +$284K +6,260 New
SAM
1177
Seelaus Asset Management
New Jersey
$283K -$1.09K -24 -0.4%
SFP
1178
Shepherd Financial Partners
Massachusetts
$281K -$20.4K -449 -7%
WFI
1179
West Family Investments
California
$281K +$282K +6,207 New
CF
1180
Clarity Financial
Texas
$280K +$17.8K +391 +7%
LJAC
1181
L.J. Altfest & Co
New York
$280K -$5.54K -122 -2%
AWA
1182
Aletheian Wealth Advisors
Washington
$280K +$281K +6,183 New
LI
1183
LVZ Inc
Michigan
$279K +$23.6K +520 +9%
SIG
1184
Sargent Investment Group
Maryland
$276K -$137K -3,025 -33%
CA
1185
Continuum Advisory
Idaho
$275K -$5.22K -115 -2%
RCM
1186
Requisite Capital Management
Texas
$275K +$4.82K +106 +2%
KMWM
1187
Keudell/Morrison Wealth Management
Oregon
$274K -$11.1K -245 -4%
VFA
1188
Voya Financial Advisors
Connecticut
$274K -$3.68K -81 -1%
RIA
1189
Richwood Investment Advisors
Ohio
$273K -$99.7K -2,195 -27%
PFGIA
1190
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$24.5K -540 -8%
SIAP
1191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$272K
MWM
1192
Modera Wealth Management
New Jersey
$271K +$2.73K +60 +1%
ICG
1193
InterOcean Capital Group
Tennessee
$271K -$176K -3,881 -39%
BCG
1194
Breakwater Capital Group
New Jersey
$270K +$271K +5,971 New
CC
1195
Callan Capital
California
$270K +$271K +5,971 New
XSC
1196
X-Square Capital
Puerto Rico
$270K +$4.59K +101 +2%
CCWM
1197
Cassaday & Co Wealth Management
Virginia
$270K +$271K +5,969 New
WWM
1198
Western Wealth Management
Colorado
$270K -$343K -7,541 -56%
LDFR
1199
Lehman & Derafelo Financial Resources
Pennsylvania
$269K -$13.5K -298 -5%
CBTWT
1200
Community Bank & Trust (Waco, Texas)
Texas
$268K -$39.4K -867 -13%

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.