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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
SIAP
1176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K
KMWM
1177
Keudell/Morrison Wealth Management
Oregon
$282K -$2.6K -53 -0.9%
GWM
1178
Geneos Wealth Management
Colorado
$282K -$19.4K -395 -6%
CWP
1179
CFM Wealth Partners
Texas
$281K +$43.7K +890 +17%
ICG
1180
InterOcean Capital Group
Tennessee
$281K
BHPW
1181
Beverly Hills Private Wealth
California
$280K +$293K +5,975 New
CC
1182
Callan Capital
California
$280K
SWA
1183
Stratos Wealth Advisors
Ohio
$279K +$19.4K +396 +7%
LFA
1184
Legacy Financial Advisors
Kentucky
$278K +$291K +5,934 New
CBTWT
1185
Community Bank & Trust (Waco, Texas)
Texas
$278K
QC
1186
Quent Capital
New York
$278K +$23.1K +470 +9%
KOC
1187
Koss-Olinger Consulting
Florida
$276K +$289K +5,896 New
FLI
1188
Family Legacy Inc
South Carolina
$276K +$10.1K +206 +4%
MCM
1189
MV Capital Management
Maryland
$276K +$117K +2,383 +68%
IA
1190
IFG Advisors
Missouri
$273K
CIAS
1191
Capital Investment Advisory Services
North Carolina
$272K -$68.5K -1,396 -19%
BWG
1192
Beta Wealth Group
California
$272K +$24.5K +500 +9%
AWM
1193
Accurate Wealth Management
Florida
$270K +$39.9K +813 +16%
ABC
1194
Associated Banc-Corp
Wisconsin
$269K
HCM
1195
Hodges Capital Management
Texas
$269K +$13.3K +270 +5%
LCM
1196
Lewis Capital Management
California
$268K -$2.94K -60 -1%
CFGS
1197
Concourse Financial Group Securities
Alabama
$267K +$30.6K +623 +12%
AIA
1198
Angeles Investment Advisors
California
$266K +$16.2K +330 +6%
SFB
1199
STAR Financial Bank
Indiana
$265K
WAG
1200
Wallace Advisory Group
California
$265K +$59.6K +1,214 +27%

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.