We are live on ! Find out more
C icon

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
SIC
1426
Sterling Investment Counsel
New York
$219K +$193K +3,470 New
AL
1427
Aspiriant LLC
California
$219K +$193K +3,466 New
OHWP
1428
Oak Harbor Wealth Partners
North Carolina
$219K +$193K +3,460 New
BWA
1429
Beam Wealth Advisors
Louisiana
$219K +$192K +3,456 New
SMH
1430
Sanders Morris Harris
Texas
$218K +$192K +3,454 New
BWM
1431
Buckley Wealth Management
Nevada
$218K +$192K +3,452 New
AGAM
1432
Audent Global Asset Management
California
$218K +$192K +3,450 New
FCBT
1433
First Citizens Bank & Trust
North Carolina
$217K +$191K +3,431 New
WFPG
1434
Waller Financial Planning Group
Ohio
$217K -$32.8K -590 -15%
LSA
1435
Lansing Street Advisors
Pennsylvania
$216K +$190K +3,410 New
GPA
1436
Garrison Point Advisors
California
$216K +$190K +3,410 New
EIP
1437
Epoch Investment Partners
New York
$215K +$190K +3,407 New
SFA
1438
Source Financial Advisors
New York
$215K +$189K +3,405 New
EGA
1439
Eagle Global Advisors
Texas
$215K +$189K +3,400 New
IWA
1440
IVC Wealth Advisors
Pennsylvania
$215K +$189K +3,398 New
CT
1441
Caldwell Trust
Florida
$212K +$19.5K +350 +12%
CB
1442
Cadence Bank
Mississippi
$211K +$186K +3,343 New
MFS
1443
Mirabella Financial Services
United Kingdom
$211K -$154K -2,762 -45%
PBC
1444
Pavion Blue Capital
California
$211K +$185K +3,330 New
SMA
1445
Sage Mountain Advisors
Georgia
$210K +$185K +3,320 New
VWA
1446
Visionary Wealth Advisors
Illinois
$209K +$184K +3,310 New
PCMC
1447
Private Capital Management (Colorado)
Colorado
$209K +$184K +3,307 New
TPWA
1448
TRUE Private Wealth Advisors
Oregon
$209K -$46.7K -840 -20%
KTA
1449
Keeley-Teton Advisors
Illinois
$209K +$184K +3,300 New
WCM
1450
Whitener Capital Management
North Carolina
$209K +$184K +3,299 New
56 57
58
59 60

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.