We are live on ! Find out more
C icon

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
CA
1451
Centerpoint Advisors
Massachusetts
$24K +$24.5K +500 +8,333%
FFC
1452
First Financial Corp
Indiana
$23.7K
LCM
1453
Logan Capital Management
Pennsylvania
$23.4K
GTAM
1454
Global Trust Asset Management
Florida
$23.3K
HCM
1455
Horrell Capital Management
Arkansas
$23K
CNBTD
1456
Citizens National Bank Trust Department
Mississippi
$23K
AWM
1457
Activest Wealth Management
Florida
$22.5K +$22K +448 New
Commonwealth Equity Services
1458
Commonwealth Equity Services
Massachusetts
$21.8K +$725K +14,764 +3%
AAG
1459
Armstrong Advisory Group
Massachusetts
$21.7K
SIS
1460
Strategic Investment Solutions
Illinois
$21.4K +$22.3K +455 New
BFPW
1461
BOK Financial Private Wealth
Colorado
$21.2K -$16.4K -335 -43%
PFG
1462
Piershale Financial Group
Illinois
$21.1K
CMP
1463
Coston McIsaac & Partners
Maine
$21K
TF
1464
Tompkins Financial
New York
$21K
BWM
1465
BerganKDV Wealth Management
Minnesota
$20.7K +$344 +7 +2%
GWSG
1466
GPS Wealth Strategies Group
Colorado
$20.3K +$21.2K +432 New
TIM
1467
Tortoise Investment Management
New York
$20.2K
SVCP
1468
Silicon Valley Capital Partners
California
$20K +$20.5K +418 +5,225%
BA
1469
Bellwether Advisors
Nebraska
$19.2K
TAIM
1470
TD Ameritrade Investment Management
Nebraska
$19K +$2.4K +49 +14%
AA
1471
AlphaMark Advisors
Kentucky
$19K +$19.6K +400 New
WP
1472
WealthPLAN Partners
Nebraska
$18.7K +$19.6K +399 New
MFT
1473
Moisand Fitzgerald Tamayo
Florida
$18.4K
LWANC
1474
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K
EI
1475
Ellevest Inc
New York
$16.6K +$16.1K +329 +1,371%

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.