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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
AWM
1326
Avior Wealth Management
Nebraska
$135K +$37K +753 +35%
LWCFA
1327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K
GM
1328
GeoWealth Management
Illinois
$131K +$136K +2,780 New
WBC
1329
West Branch Capital
Massachusetts
$125K +$13.7K +280 +12%
QL
1330
Quarry LP
New York
$125K -$28.8K -587 -18%
HIA
1331
Harbor Investment Advisory
Maryland
$124K -$2.4K -49 -2%
WTA
1332
Washington Trust Advisors
Massachusetts
$123K -$6.08K -124 -5%
GWS
1333
Glassman Wealth Services
Virginia
$119K +$28.6K +583 +30%
IUHSA
1334
Itau Unibanco Holding S.A.
Brazil
$118K +$124K +2,523 New
TWA
1335
TCI Wealth Advisors
Arizona
$118K +$54.9K +1,118 +80%
GG
1336
Gleason Group
Kentucky
$111K -$4.61K -94 -4%
WT
1337
Washington Trust
Rhode Island
$111K +$6.13K +125 +6%
AAP
1338
Arax Advisory Partners
Colorado
$111K -$2.55K -52 -2%
JWA
1339
JFS Wealth Advisors
Pennsylvania
$110K -$9.18K -187 -7%
AIM
1340
Acropolis Investment Management
Missouri
$109K +$98 +2 +0.1%
CWA
1341
Clearview Wealth Advisors
Oregon
$108K +$442 +9 +0.4%
BC
1342
Belmont Capital
California
$107K
WSCM
1343
Wellington Shields Capital Management
New York
$106K -$228K -4,653 -67%
LS
1344
Livforsakringsbolaget Skandia
Sweden
$105K
BDS
1345
Banco de Sabadell
Florida
$101K +$46.1K +940 +76%
PPWM
1346
PFG Private Wealth Management
Florida
$95.2K -$2.26K -46 -2%
PWMG
1347
Prestige Wealth Management Group
New Jersey
$94.7K +$4.86K +99 +5%
UID
1348
Union Investments & Development
Israel
$93.8K
WC
1349
Winmill & Co
New York
$93.8K
OC
1350
Oakworth Capital
Alabama
$93.4K -$14.7K -300 -13%

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.