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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
HCM
1376
Highlander Capital Management
New Jersey
$66K -$24.5K -500 -26%
CAC
1377
Core Alternative Capital
Georgia
$65.5K +$34.9K +712 +104%
BWM
1378
Baystate Wealth Management
Massachusetts
$65.4K +$4.07K +83 +6%
AW
1379
Avion Wealth
Texas
$65K +$2.01K +41 +3%
JFG
1380
Jefferies Financial Group
New York
$65K -$7.82M -159,253 -99%
PFSC
1381
Peoples Financial Services Corp
Pennsylvania
$65K
ME
1382
McIlrath & Eck
Washington
$61.6K +$44.2K +900 +217%
CT
1383
Colonial Trust
South Carolina
$60.3K -$2.16K -44 -3%
CBT
1384
CoreFirst Bank & Trust
Kansas
$58.2K -$98.1K -2,000 -62%
EL
1385
EMFO LLC
Florida
$56.3K +$58.9K +1,200 New
CCA
1386
Column Capital Advisors
Indiana
$54.2K +$18K +366 +46%
HGERS
1387
Householder Group Estate & Retirement Specialist
Arizona
$54K +$57K +1,161 New
CT
1388
Cambridge Trust
Massachusetts
$53.4K +$34.9K +712 +167%
SIM
1389
Studio Investment Management
Illinois
$52.8K -$1.23K -25 -2%
AI
1390
AXS Investments
New York
$52.1K +$2.26K +46 +4%
IRAG
1391
Investment Research & Advisory Group
Georgia
$52K -$491 -10 -0.9%
CWC
1392
Carolinas Wealth Consulting
North Carolina
$51.3K +$294 +6 +0.6%
TFGT
1393
TS Financial Group (TSFG)
Illinois
$51K +$196 +4 +0.4%
FMTCOCP
1394
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
CIA
1395
Cape Investment Advisory
Georgia
$48.6K +$50.8K +1,036 New
VCM
1396
Versant Capital Management
Arizona
$48.5K
EARNEST Partners
1397
EARNEST Partners
Georgia
$48.4K
CB
1398
CNB Bank
Pennsylvania
$48.3K
FMP
1399
Financial Management Professionals
Texas
$47K +$22.4K +456 +84%
SGC
1400
Slocum, Gordon & Co
Rhode Island
$46.9K

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.