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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
TAM
1401
Tucker Asset Management
Colorado
$46.9K
AP
1402
Arlington Partners
Alabama
$46.5K +$21.8K +445 +82%
MSFP
1403
Mark Sheptoff Financial Planning
Connecticut
$46.4K
NHT
1404
New Hampshire Trust
New Hampshire
$46.2K
AWM
1405
AllSquare Wealth Management
New York
$45.3K
CAM
1406
Costello Asset Management
Pennsylvania
$44.3K
BSB
1407
Bangor Savings Bank
Maine
$43K -$2.45K -50 -5%
ST
1408
Smithfield Trust
Pennsylvania
$43K -$16.9K -344 -27%
HFM
1409
Harvest Fund Management
China
$43K
GIA
1410
GHP Investment Advisors
Colorado
$42.1K +$4.96K +101 +13%
BG
1411
Bollard Group
Massachusetts
$42K +$294 +6 +0.7%
PP
1412
Pacifica Partners
Canada
$40.9K +$4.91K +100 +13%
BSC
1413
Brown Shipley & Co
United Kingdom
$40.8K +$42.7K +870 New
CP
1414
Castleview Partners
Texas
$40.6K
PPC
1415
Park Place Capital
Alabama
$39.8K -$12K -245 -22%
RA
1416
Rational Advisors
New York
$38.8K +$1.86K +38 +5%
KA
1417
Kozak & Associates
Colorado
$38.3K +$834 +17 +2%
HS
1418
Horan Securities
United States
$37.4K -$8.15K -166 -17%
NF
1419
Norwood Financial
Pennsylvania
$37.2K
WWP
1420
WR Wealth Planners
Missouri
$36.8K +$38.5K +785 New
CTA
1421
Colonial Trust Advisors
South Carolina
$36.4K -$1.23K -25 -3%
WB
1422
Webster Bank
Connecticut
$34.8K -$29.4K -600 -45%
BIA
1423
Bell Investment Advisors
California
$34.4K +$6.38K +130 +22%
SWA
1424
Sutton Wealth Advisors
Florida
$34.2K +$5.79K +118 +19%
DAC
1425
Dividend Assets Capital
South Carolina
$34K

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.