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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
BBPWM
1426
Blue Bell Private Wealth Management
Pennsylvania
$39.3K -$24.8K -545 -39%
CP
1427
Castleview Partners
Texas
$39.1K
HWMA
1428
Heritage Wealth Management (Arizona)
Arizona
$39K +$22.9K +503 +140%
CTA
1429
Colonial Trust Advisors
South Carolina
$36.2K +$36.4K +801 New
GIA
1430
GHP Investment Advisors
Colorado
$36K +$45 +1 +0.1%
KA
1431
Kozak & Associates
Colorado
$36K -$156K -3,426 -81%
NF
1432
Norwood Financial
Pennsylvania
$35.9K
CCA
1433
Column Capital Advisors
Indiana
$35.7K
RA
1434
Rational Advisors
New York
$35.7K +$1.14K +25 +3%
BFPW
1435
BOK Financial Private Wealth
Colorado
$35.6K
PP
1436
Pacifica Partners
Canada
$35.3K -$49.1K -1,080 -58%
DAC
1437
Dividend Assets Capital
South Carolina
$34K
HFM
1438
Hartford Financial Management
Connecticut
$32.6K -$7.86K -173 -19%
GFWA
1439
Grey Fox Wealth Advisors
Delaware
$32.5K +$32.7K +719 New
WPA
1440
West Paces Advisors
Georgia
$31.9K
CAC
1441
Core Alternative Capital
Georgia
$31K -$51K -1,122 -62%
SAM
1442
S.A. Mason
Michigan
$29.8K
FRA
1443
Front Row Advisors
California
$29K
EE
1444
EWG Elevate
California
$28.9K +$29K +639 New
JFA
1445
JNBA Financial Advisors
Minnesota
$28.4K -$11.7K -257 -29%
SC
1446
SouthState Corp
Florida
$28.3K -$11.8K -259 -29%
WIM
1447
Westside Investment Management
California
$28K +$28.3K +622 +6%
SWA
1448
Sutton Wealth Advisors
Florida
$27.6K -$14.8K -325 -35%
BIA
1449
Bell Investment Advisors
California
$27.3K +$11.5K +253 +72%
CJL
1450
Cyrus J. Lawrence
New York
$27K

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.