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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
BBWP
1201
Beacon Bridge Wealth Partners
Pennsylvania
$264K -$7.07K -144 -2%
IF
1202
Integrity Financial
Wyoming
$262K +$4.66K +95 +2%
CWM
1203
C2C Wealth Management
Arizona
$261K +$56.1K +1,144 +26%
NAS
1204
Nicolet Advisory Services
Wisconsin
$261K +$15.9K +323 +6%
PFGIA
1205
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$24.2K -494 -8%
DP
1206
DDD Partners
Washington
$259K
SM
1207
Salzhauer Michael
$257K +$8.54K +174 +3%
RZH
1208
Relyea Zuckerberg Hanson
Connecticut
$256K +$268K +5,462 New
MAG
1209
MRA Advisory Group
New Jersey
$255K +$267K +5,442 New
TCOV
1210
Trust Company of Vermont
Vermont
$255K -$3.34K -68 -1%
EWA
1211
EverSource Wealth Advisors
Alabama
$253K -$7.21K -147 -3%
CAG
1212
Csenge Advisory Group
Florida
$251K -$53.2K -1,084 -17%
HI
1213
Harbour Investments
Wisconsin
$251K -$13.5K -276 -5%
SFFS
1214
Stonehage Fleming Financial Services
Jersey
$251K
SFP
1215
Shepherd Financial Partners
Massachusetts
$250K -$42.9K -875 -14%
PWM
1216
Prentice Wealth Management
New York
$250K -$19.7K -401 -7%
FNBOSM
1217
First National Bank of South Miami
Florida
$250K +$15.9K +323 +6%
AGA
1218
Accuvest Global Advisors
Utah
$249K +$260K +5,305 New
AIM
1219
Anchor Investment Management
South Carolina
$249K -$338K -6,886 -56%
IP
1220
Ignite Planners
California
$249K +$9.67K +197 +4%
FNBOO
1221
First National Bank of Omaha
Nebraska
$246K -$63K -1,284 -20%
MCP
1222
Mirador Capital Partners
California
$246K +$257K +5,247 New
GIM
1223
Grassi Investment Management
California
$246K -$7.36K -150 -3%
SIAG
1224
Safeguard Investment Advisory Group
California
$245K -$52K -1,060 -17%
ONST
1225
Old North State Trust
North Carolina
$245K +$15.9K +325 +7%

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.