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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
SIM
1401
Studio Investment Management
Illinois
$52K +$1.14K +25 +2%
IRAG
1402
Investment Research & Advisory Group
Georgia
$50.6K -$6.81K -150 -12%
AWM
1403
Ameliora Wealth Management
Switzerland
$49.3K -$36.3K -800 -42%
CWC
1404
Carolinas Wealth Consulting
North Carolina
$49.2K -$105K -2,316 -68%
TFGT
1405
TS Financial Group (TSFG)
Illinois
$49K -$11.1K -245 -18%
PPC
1406
Park Place Capital
Alabama
$49K +$49.7K +1,093 New
AI
1407
AXS Investments
New York
$48.2K -$272K -5,997 -85%
FMTCOCP
1408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K +$6.81K +150 +17%
VCM
1409
Versant Capital Management
Arizona
$46.8K -$318 -7 -0.7%
EARNEST Partners
1410
EARNEST Partners
Georgia
$46.7K
CB
1411
CNB Bank
Pennsylvania
$46.6K -$2.41K -53 -5%
SGC
1412
Slocum, Gordon & Co
Rhode Island
$45.2K +$45.4K +1,000 New
TAM
1413
Tucker Asset Management
Colorado
$45.2K
Simplex Trading
1414
Simplex Trading
Illinois
$45K -$62.8M -1,383,414 -100%
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
$44.8K
NHT
1416
New Hampshire Trust
New Hampshire
$44.6K +$44.8K +986 New
AWM
1417
AllSquare Wealth Management
New York
$43.7K
HS
1418
Horan Securities
United States
$43.5K -$24.4K -538 -36%
BSB
1419
Bangor Savings Bank
Maine
$43K
CAM
1420
Costello Asset Management
Pennsylvania
$42.7K
TSWM
1421
Tyler-Stone Wealth Management
Ohio
$42K
HFM
1422
Harvest Fund Management
China
$41K -$148K -3,250 -78%
MWM
1423
Mascoma Wealth Management
New Hampshire
$40.8K
PFA
1424
Pathway Financial Advisers
Indiana
$40.1K +$40.3K +888 New
BG
1425
Bollard Group
Massachusetts
$40K +$318 +7 +0.8%

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.