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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
GLA
1276
Good Life Advisors
Pennsylvania
$207K +$217K +4,417 New
FIM
1277
Freedom Investment Management
Connecticut
$207K -$327K -6,667 -60%
DWM
1278
Dakota Wealth Management
Florida
$206K +$216K +4,403 New
HI
1279
Humankind Investments
New York
$206K -$11.9K -242 -5%
RCM
1280
Raleigh Capital Management
North Carolina
$205K +$5.25K +107 +3%
AIA
1281
Allied Investment Advisors
Montana
$205K +$215K +4,375 New
MHR
1282
Matthew Hamilton Rosenberg
$205K
LF
1283
Lantz Financial
Illinois
$204K -$25.8K -526 -11%
LG
1284
Leuthold Group
Minnesota
$204K -$12K -245 -5%
AIM
1285
Aspen Investment Management
Michigan
$204K +$214K +4,361 New
LC
1286
LCNB Corp
Ohio
$203K -$9.81K -200 -4%
DFG
1287
Delta Financial Group
New Jersey
$203K -$11.8K -240 -5%
SVWAG
1288
Sound View Wealth Advisors Group
Georgia
$203K -$80.8K -1,646 -28%
BFS
1289
Bradley Foster & Sargent
Connecticut
$202K +$211K +4,307 New
CL
1290
CSS LLC
Illinois
$202K -$540K -11,000 -72%
SIG
1291
Stonegate Investment Group
Alabama
$202K -$56K -1,142 -21%
GI
1292
Gradient Investments
Minnesota
$200K +$6.33K +129 +3%
SAI
1293
Systematic Alpha Investments
New Jersey
$199K +$208K +4,238 New
EWM
1294
Endurance Wealth Management
Rhode Island
$192K +$4.42K +90 +2%
RBC
1295
Roble Belko & Company
Pennsylvania
$188K
CT
1296
Clearstead Trust
Maine
$188K -$11.4K -232 -5%
AP
1297
Atwood & Palmer
Missouri
$188K
CA
1298
Crewe Advisors
Utah
$185K -$29.8K -607 -13%
CTC
1299
Central Trust Company
Missouri
$183K -$19.7K -402 -9%
CM
1300
Castleark Management
Illinois
$180K

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.