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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
LFASL
1351
Lugano Financial Advisors SA (LFA)
Switzerland
$91.7K -$90.4K -1,843 -49%
ECG
1352
Edge Capital Group
Georgia
$91.1K -$24.3K -495 -20%
YDMI
1353
Y.D. More Investments
Israel
$90K -$3.93K -80 -4%
MWM
1354
Mascoma Wealth Management
New Hampshire
$89.6K +$49.1K +1,000 +111%
Lido Advisors
1355
Lido Advisors
California
$89.6K +$3.05M +62,123 +182%
FCA
1356
FinTrust Capital Advisors
South Carolina
$89.1K
MMG
1357
Monetary Management Group
Missouri
$88.9K
CSB
1358
City State Bank
Iowa
$87K
TCA
1359
Trifecta Capital Advisors
Illinois
$85.2K
FA
1360
Fortis Advisors
Pennsylvania
$77.4K
FCB
1361
First Command Bank
Texas
$77.2K +$7.85K +160 +11%
FCFS
1362
First Command Financial Services
Texas
$77.2K +$7.85K +160 +11%
PP
1363
PFS Partners
New Jersey
$76.4K
Loomis, Sayles & Company
1364
Loomis, Sayles & Company
Massachusetts
$75K -$133K -2,718 -63%
CHA
1365
Carmichael Hill & Associates
Maryland
$73.9K +$10.2K +208 +15%
RCG
1366
Rock Creek Group
District of Columbia
$73.5K -$7.95K -162 -9%
MA
1367
Montag & Associates
Georgia
$73.1K +$4.91K +100 +7%
SA
1368
SRH Advisors
Kansas
$73K
TC
1369
Trust Company
Kansas
$71.1K +$61.2K +1,247 +462%
CFG
1370
CKW Financial Group
Hawaii
$70K -$9.81K -200 -12%
GIS
1371
Grayhawk Investment Strategies
Alberta, Canada
$70K +$54K +1,100 New
SWA
1372
SOA Wealth Advisors
New York
$70K +$245 +5 +0.3%
JAM
1373
JCIC Asset Management
Ontario, Canada
$69.4K
AA
1374
Addison Advisors
Vermont
$67.7K -$6.63K -135 -9%
RFA
1375
Register Financial Advisors
Georgia
$66.1K -$26.9K -548 -28%

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.