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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
PCM
1226
Pointe Capital Management
Michigan
$245K -$5K -102 -2%
HKIM
1227
Hayek Kallen Investment Management
Alabama
$244K +$540 +11 +0.2%
GWM
1228
Gray Wealth Management
Maine
$244K +$9.96K +203 +4%
V
1229
VeraBank
Texas
$243K -$24.8K -505 -9%
SIC
1230
SJS Investment Consulting
Ohio
$243K +$3.29K +67 +1%
OIM
1231
Orca Investment Management
Oregon
$241K
NB
1232
Nicolet Bankshares
Wisconsin
$241K +$20.5K +418 +4%
DAM
1233
Deltec Asset Management
New York
$239K -$4.91K -100 -2%
AA
1234
Alta Advisers
United Kingdom
$239K
PB
1235
Pinnacle Bancorp
Nebraska
$238K +$2.4K +49 +1%
Cohen & Steers
1236
Cohen & Steers
New York
$238K +$86.2K +1,757 +53%
IIC
1237
Integrated Investment Consultants
Michigan
$238K +$249K +5,075 New
NFA
1238
Northern Financial Advisors
Michigan
$237K +$248K +5,063 New
SL
1239
Summitry LLC
California
$237K -$107K -2,183 -30%
AHC
1240
Adell Harriman & Carpenter
Texas
$236K -$97.4K -1,985 -28%
WP
1241
WealthSource Partners
California
$235K -$18.5K -376 -7%
HA
1242
Harbor Advisors
Florida
$234K
EC
1243
EJF Capital
Virginia
$234K +$245K +5,000 New
XC
1244
XY Capital
Hong Kong
$234K +$245K +5,000 New
FCB
1245
First County Bank
Connecticut
$234K -$2.01K -41 -0.8%
DLHL
1246
Donald L. Hagan LLC
Florida
$233K +$244K +4,968 New
SN
1247
Sittner & Nelson
Oregon
$230K +$12.9K +262 +6%
EFG
1248
Ethos Financial Group
Pennsylvania
$229K
TC
1249
Telemus Capital
Michigan
$229K +$11.3K +231 +5%
GAM
1250
Grandview Asset Management
Pennsylvania
$229K -$1.23K -25 -0.5%

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.