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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
IP
1201
Ignite Planners
California
$268K +$234K +5,150 New
JIP
1202
Jaffetilchin Investment Partners
Florida
$264K -$151K -3,318 -36%
IA
1203
IFG Advisors
Missouri
$263K -$2.86K -63 -1%
LCM
1204
Lewis Capital Management
California
$261K -$1.82K -40 -0.7%
VIM
1205
VELA Investment Management
Ohio
$261K +$262K +5,773 New
NAS
1206
Nicolet Advisory Services
Wisconsin
$261K +$243K +5,360 New
AWA
1207
Arkadios Wealth Advisors
Georgia
$261K -$16.3K -358 -6%
BBWP
1208
Beacon Bridge Wealth Partners
Pennsylvania
$261K +$262K +5,767 New
HCM
1209
Hodges Capital Management
Texas
$260K -$31.8K -699 -11%
ABC
1210
Associated Banc-Corp
Wisconsin
$260K -$36.6K -805 -12%
PWM
1211
Prentice Wealth Management
New York
$259K -$11K -242 -4%
V
1212
VeraBank
Texas
$258K -$35.5K -782 -12%
SCM
1213
Stevens Capital Management
Pennsylvania
$257K +$258K +5,689 New
SFB
1214
STAR Financial Bank
Indiana
$256K +$257K +5,661 New
HI
1215
Harbour Investments
Wisconsin
$254K +$227 +5 +0.1%
SWA
1216
Stratos Wealth Advisors
Ohio
$251K -$38.2K -841 -13%
EWA
1217
EverSource Wealth Advisors
Alabama
$250K +$81.5K +1,795 +48%
DP
1218
DDD Partners
Washington
$250K
TCOV
1219
Trust Company of Vermont
Vermont
$249K -$68.3K -1,503 -21%
ACA
1220
Aptus Capital Advisors
Alabama
$248K -$38.6K -850 -13%
IF
1221
Integrity Financial
Wyoming
$248K
QC
1222
Quent Capital
New York
$247K -$38.3K -842 -13%
BCM
1223
Basso Capital Management
Connecticut
$247K +$248K +5,450 New
GIA
1224
Guyasuta Investment Advisors
Pennsylvania
$246K -$336K -7,400 -58%
SIG
1225
Stonegate Investment Group
Alabama
$246K -$227K -5,003 -48%

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.