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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
HFM
1426
Hartford Financial Management
Connecticut
$33.8K
GFWA
1427
Grey Fox Wealth Advisors
Delaware
$33.7K
WPA
1428
West Paces Advisors
Georgia
$33.1K
ACA
1429
Atlas Capital Advisors
Wyoming
$30.6K -$40.3K -821 -56%
FRA
1430
Front Row Advisors
California
$30K
JFA
1431
JNBA Financial Advisors
Minnesota
$29.5K
BBPWM
1432
Blue Bell Private Wealth Management
Pennsylvania
$29K -$12.3K -250 -29%
LF
1433
Lee Financial
Texas
$28.5K +$540 +11 +2%
FCT
1434
First Community Trust
Iowa
$28.4K
SIA
1435
SkyView Investment Advisors
New Jersey
$28K
CWM
1436
Cranbrook Wealth Management
Michigan
$27.9K
FA
1437
Financial Avengers
California
$27.3K +$294 +6 +1%
LJHT
1438
Laurie J. Hall Trustee
$27K
MLA
1439
MB, Levis & Associates
Pennsylvania
$27K +$98 +2 +0.3%
BWA
1440
BDO Wealth Advisors
Florida
$26.9K
CAM
1441
Chesapeake Asset Management
New York
$26.7K +$28K +570 New
SAM
1442
S.A. Mason
Michigan
$26.2K -$4.91K -100 -15%
FP
1443
Financial Perspectives
Minnesota
$25.6K
SC
1444
SouthState Corp
Florida
$25.5K -$4.02K -82 -13%
PFA
1445
Pathway Financial Advisers
Indiana
$25.3K -$17.1K -349 -39%
HWM
1446
Horizons Wealth Management
North Carolina
$25.2K
CHC
1447
City Holding Co
West Virginia
$24.6K
JMF
1448
Johnson Midwest Financial
Iowa
$24.5K +$294 +6 +1%
OLVIG
1449
Oliver Lagore Vanvalin Investment Group
Michigan
$24.4K
TCWA
1450
Ten Capital Wealth Advisors
Washington
$24.2K +$25K +509 +7,271%

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.