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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
Loomis, Sayles & Company
1301
Loomis, Sayles & Company
Massachusetts
$196K +$183K +4,036 +1,382%
CTC
1302
Central Trust Company
Missouri
$194K -$435K -9,579 -69%
RCM
1303
Raleigh Capital Management
North Carolina
$193K +$2.77K +61 +1%
CT
1304
Clearstead Trust
Maine
$192K
C
1305
Covestor
United Kingdom
$188K -$41.4K -911 -18%
GI
1306
Gradient Investments
Minnesota
$187K -$12.1K -267 -6%
VNA
1307
Valley National Advisers
Pennsylvania
$183K -$318 -7 -0.2%
ZIG
1308
Zullo Investment Group
Pennsylvania
$182K +$318 +7 +0.2%
EWM
1309
Endurance Wealth Management
Rhode Island
$181K -$17K -375 -9%
RBC
1310
Roble Belko & Company
Pennsylvania
$181K
AP
1311
Atwood & Palmer
Missouri
$181K
CM
1312
Castleark Management
Illinois
$174K
LFASL
1313
Lugano Financial Advisors SA (LFA)
Switzerland
$172K -$195K -4,298 -53%
ACM
1314
AUA Capital Management
Pennsylvania
$171K +$124K +2,727 +258%
CT
1315
Caldwell Trust
Florida
$168K -$2.18K -48 -1%
CIM
1316
Chiron Investment Management
New York
$167K +$167K +3,682 New
GCM
1317
Gables Capital Management
Florida
$163K +$4.54K +100 +3%
AWM
1318
Accel Wealth Management
Iowa
$163K -$10.4K -228 -6%
EBA
1319
Eagle Bay Advisors
New York
$161K +$54.9K +1,208 +51%
HI
1320
Hoey Investments
Pennsylvania
$161K
TH
1321
TCTC Holdings
Texas
$159K -$60.2K -1,325 -27%
BWAM
1322
Boyd Watterson Asset Management
Ohio
$159K +$160K +3,515 New
MCM
1323
MV Capital Management
Maryland
$158K -$16.9K -371 -10%
NFSG
1324
Newbridge Financial Services Group
Florida
$156K -$2.95K -65 -2%
HIIFS
1325
Harel Insurance Investments & Financial Services
Israel
$153K +$5.82K +128 +4%

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.