We are live on ! Find out more
C icon

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
SFO
1251
Stokes Family Office
Louisiana
$227K +$238K +4,848 New
PIA
1252
Perennial Investment Advisors
California
$226K -$4.47K -91 -2%
FM
1253
Foster & Motley
Ohio
$226K -$9.42K -192 -4%
LCS
1254
Levin Capital Strategies
New York
$226K +$236K +4,815 New
LWM
1255
Laidlaw Wealth Management
New York
$224K +$196 +4 +0.1%
IAIM
1256
Industrial Alliance Investment Management
Quebec, Canada
$220K +$230K +4,682 New
ESB
1257
Essex Savings Bank
Connecticut
$218K +$228K +4,647 New
NFP
1258
NorthLanding Financial Partners
New York
$218K +$228K +4,639 New
IIA
1259
IPG Investment Advisors
California
$217K -$7.31K -149 -3%
KF
1260
Krilogy Financial
Missouri
$217K -$12.2K -249 -5%
LAM
1261
L2 Asset Management
Massachusetts
$217K +$9.72K +198 +4%
SWA
1262
Sightline Wealth Advisors
Connecticut
$216K -$2.85K -58 -1%
EWM
1263
Evercore Wealth Management
New York
$214K +$224K +4,560 New
GFG
1264
Goldstone Financial Group
Illinois
$213K +$223K +4,552 New
CDH
1265
Charles D. Hyman
$213K
TFO
1266
Tarbox Family Office
California
$211K +$1.82K +37 +0.8%
AC
1267
Almitas Capital
California
$211K
GWCM
1268
Godshalk Welsh Capital Management
Pennsylvania
$211K +$221K +4,500 New
GI
1269
GS Investments
Minnesota
$211K
CWP
1270
Cyndeo Wealth Partners
Florida
$211K +$220K +4,492 New
PBO
1271
Peoples Bank (Ohio)
Ohio
$210K
MA
1272
MONECO Advisors
Connecticut
$210K -$87.3K -1,778 -28%
AC
1273
Allstate Corporation
Illinois
$209K -$3.51M -71,536 -94%
GC
1274
Gilbert & Cook
Iowa
$208K +$218K +4,433 New
AA
1275
Apriem Advisors
California
$207K -$10.4K -211 -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.