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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
OWA
1226
One Wealth Advisors
California
$244K -$387K -8,511 -61%
BFM
1227
Boothbay Fund Management
New York
$244K -$506K -11,149 -67%
GIM
1228
Grassi Investment Management
California
$244K -$332K -7,318 -58%
WP
1229
WealthSource Partners
California
$243K +$91 +2 +0%
SFFS
1230
Stonehage Fleming Financial Services
Jersey
$242K -$88.6K -1,950 -27%
AIA
1231
Angeles Investment Advisors
California
$242K +$243K +5,341 New
PCM
1232
Pointe Capital Management
Michigan
$241K -$10.6K -234 -4%
AWM
1233
Accurate Wealth Management
Florida
$241K -$32.3K -712 -12%
SM
1234
Salzhauer Michael
$240K -$2.09M -46,000 -90%
BWG
1235
Beta Wealth Group
California
$240K +$13.6K +300 +6%
GL
1236
Graypoint LLC
New York
$239K -$70.9K -1,560 -23%
ICP
1237
Interchange Capital Partners
Pennsylvania
$238K -$625K -13,763 -72%
JE
1238
JMAC Enterprises
Pennsylvania
$236K -$119K -2,610 -33%
PCMC
1239
Private Capital Management (Colorado)
Colorado
$235K -$39.7K -875 -14%
DAM
1240
Deltec Asset Management
New York
$235K
BDWCC
1241
B&D White Capital Company
Texas
$235K +$236K +5,200 New
HKIM
1242
Hayek Kallen Investment Management
Alabama
$235K +$236K +5,202 New
WFPG
1243
Waller Financial Planning Group
Ohio
$235K +$1.27K +28 +0.5%
WI
1244
WBI Investments
New Jersey
$234K -$631K -13,891 -73%
OIM
1245
Orca Investment Management
Oregon
$233K
BFEC
1246
Benjamin F. Edwards & Company
Missouri
$232K -$1.32K -29 -0.6%
RRA
1247
Round Rock Advisors
Connecticut
$231K +$13.6K +300 +6%
SIC
1248
SJS Investment Consulting
Ohio
$231K +$1.14K +25 +0.5%
CWP
1249
CFM Wealth Partners
Texas
$231K -$1.45K -32 -0.6%
CFGS
1250
Concourse Financial Group Securities
Alabama
$229K -$46.3K -1,019 -17%

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.