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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
VNA
1301
Valley National Advisers
Pennsylvania
$180K -$4.91K -100 -3%
GFL
1302
Granite FO LLC
New Hampshire
$180K +$187K +3,814 New
C
1303
Covestor
United Kingdom
$179K -$17.3K -353 -8%
FIA
1304
FNY Investment Advisers
New York
$177K +$53K +1,080 +40%
NFSG
1305
Newbridge Financial Services Group
Florida
$173K +$11.7K +239 +7%
TH
1306
TCTC Holdings
Texas
$167K +$2.65K +54 +2%
KFI
1307
Key Financial Inc
Pennsylvania
$167K -$3.68K -75 -2%
GCM
1308
Gables Capital Management
Florida
$159K -$9.81K -200 -6%
AWM
1309
Accel Wealth Management
Iowa
$155K -$13.7K -279 -8%
BWAM
1310
Boyd Watterson Asset Management
Ohio
$153K -$12.3K -250 -7%
CT
1311
Caldwell Trust
Florida
$149K -$25.8K -525 -14%
BAAM
1312
Baker Avenue Asset Management
California
$148K +$128K +2,609 +469%
GBT
1313
Grove Bank & Trust
Florida
$148K +$28K +570 +22%
PCIG
1314
Partners Capital Investment Group
Massachusetts
$148K -$19.2M -391,849 -99%
HI
1315
Hoey Investments
Pennsylvania
$147K -$20.9K -425 -12%
WPWM
1316
Western Pacific Wealth Management
Illinois
$146K +$70.7K +1,440 +86%
EBA
1317
Eagle Bay Advisors
New York
$146K -$21.6K -441 -12%
AA
1318
Ancora Advisors
Ohio
$145K +$25.6K +521 +20%
FCMT
1319
Founders Capital Management (Texas)
Texas
$141K
DSC
1320
Duncker Streett & Co
Missouri
$140K
BCWM
1321
Bartlett & Co Wealth Management
Ohio
$138K
HDIM
1322
Hanson & Doremus Investment Management
Vermont
$138K -$17.9K -364 -11%
BC
1323
Bartlett & Co
Ohio
$138K
BEI
1324
Benjamin Edwards Inc
Missouri
$138K +$22.8K +464 +19%
SCM
1325
Silvant Capital Management
Georgia
$136K

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.