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Citigroup
C

1,774 hedge funds and large institutions have $87.3B invested in Citigroup in 2024 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 690 increasing their positions, 635 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 113

21% more capital invested

Capital invested by funds: $72.4B → $87.3B (+$14.9B)

6% more funds holding

Funds holding: 1,671 → 1,774 (+103)

4% more funds holding in top 10

Funds holding in top 10: 57 → 59 (+2)

9% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 635

2% less call options, than puts

Call options by funds: $6.77B | Put options by funds: $6.91B

1.01% less ownership

Funds ownership: 73.35% → 72.35% (-1%)

Holders
1,774
Holders Change
+103
Holders Change %
+6.16%
% of All Funds
25.55%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.85%
New
235
Increased
690
Reduced
635
Closed
113
Calls
$6.77B
Puts
$6.91B
Net Calls
-$145M
Net Calls Change
-$1.33B

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$975M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$871M
4
N
Nuveen
North Carolina
+$286M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$257M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$419M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
4
BlackRock
BlackRock
New York
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Avaii Wealth Management
Wisconsin
$235K +$207K +3,717 New
AIA
1402
Angeles Investment Advisors
California
$235K +$207K +3,713 New
PCFFS
1403
Pacific Center for Financial Services
California
$234K – – –
CWM
1404
Calamos Wealth Management
Illinois
$232K -$56.5K -1,016 -22%
MSG
1405
Main Street Group
Virginia
$231K +$102K +1,828 +100%
RFA
1406
Resurgent Financial Advisors
Georgia
$230K -$84.5K -1,518 -29%
PBO
1407
Peoples Bank (Ohio)
Ohio
$230K +$202K +3,635 New
IAG
1408
Investmark Advisory Group
Connecticut
$229K +$202K +3,623 New
VDI
1409
Vaughan David Investments
Illinois
$229K +$202K +3,625 New
WF
1410
Wayfinding Financial
Washington
$228K +$203K +3,647 New
AIA
1411
Allied Investment Advisors
Montana
$227K +$199K +3,585 New
HCM
1412
Highlander Capital Management
New Jersey
$227K – – –
BG
1413
Bahl & Gaynor
Ohio
$227K +$199K +3,584 New
JIC
1414
Joel Isaacson & Co
New York
$226K +$199K +3,582 New
NC
1415
Napatree Capital
Rhode Island
$226K -$95.9K -1,724 -32%
CWS
1416
Confluence Wealth Services
Pennsylvania
$225K +$198K +3,564 New
WANY
1417
Wealthspire Advisors (New York)
New York
$223K -$48.6K -873 -20%
LA
1418
Legacy Advisors
Pennsylvania
$222K +$195K +3,513 New
KFI
1419
Key Financial Inc
Pennsylvania
$222K -$779 -14 -0.4%
AOI
1420
Auto-Owners Insurance
Michigan
$221K +$195K +3,500 New
A
1421
AJOVista
Massachusetts
$221K – – –
FNBOO
1422
First National Bank of Omaha
Nebraska
$221K -$77.1K -1,385 -31%
VBCG
1423
Valley Brook Capital Group
Pennsylvania
$220K +$194K +3,484 New
SIC
1424
Shoker Investment Counsel
Ohio
$220K +$193K +3,467 New
LA
1425
Latitude Advisors
Florida
$220K +$193K +3,474 New
55 56
57
58 59

C Hedge Fund Activity: Q1 2024 in Review

1,774 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2024, worth a combined $87.3B — up 21% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new C positions and 113 closed out — a net gain of 122 holders — while 690 added to existing stakes and 635 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.04B. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,774 institutional investors held Citigroup (C) as of Q1 2024, up from 1,671 in Q4 2023.
  • Funds reported $87.3B of Citigroup stock for Q1 2024, up 21% quarter-over-quarter.
  • 235 funds opened new Citigroup positions in Q1 2024 and 113 closed out, a net change of +122 holders.
  • The largest Citigroup buyer in Q1 2024 was Franklin Resources, an estimated $1.04B added.
  • The largest Citigroup seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.