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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
Grantham, Mayo, Van Otterloo & Co (GMO)
126
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M +$7.46M +151,999 +15%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$55.3M -$34.4M -701,049 -37%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$54.4M -$19M -388,082 -25%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.7M -$889K -18,126 -2%
EDRH
130
Edmond de Rothschild Holding
Switzerland
$53.5M -$9.36M -190,815 -14%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$53.4M -$7.93M -161,532 -12%
Bank of Nova Scotia
132
Bank of Nova Scotia
Ontario, Canada
$53.3M -$106M -2,160,268 -66%
Ninety One (UK)
133
Ninety One (UK)
United Kingdom
$53.3M -$262K -5,344 -0.5%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$53.1M +$569K +11,602 +1%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$53.1M +$308K +6,267 +0.6%
Public Sector Pension Investment Board (PSP Investments)
136
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.6M +$81.9K +1,669 +0.2%
MVP
137
Miller Value Partners
Florida
$51.6M +$3.37M +68,614 +7%
HP
138
Hosking Partners
United Kingdom
$50.6M -$16.6M -338,038 -24%
Stifel Financial
139
Stifel Financial
Missouri
$49.2M -$3.07M -62,571 -6%
ACL
140
Azora Capital LP
Florida
$49.2M +$18M +367,582 +54%
KBC Group
141
KBC Group
Belgium
$48.5M +$33.5M +683,319 +195%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$48.1M -$23.8M -485,352 -32%
MGIM
143
M&G Investment Management
United Kingdom
$47.5M -$15M -305,880 -23%
Federated Hermes
144
Federated Hermes
Pennsylvania
$45.7M -$299K -6,103 -0.6%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$45.5M +$38.5K +785 +0.1%
DC
146
Davenport & Co
Virginia
$45M +$6.55M +133,377 +16%
SEI Investments
147
SEI Investments
Pennsylvania
$43.9M +$19.5M +396,710 +73%
Diamond Hill Capital Management
148
Diamond Hill Capital Management
Ohio
$43.3M
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$42.4M +$2.69M +54,729 +6%
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$42.3M -$901K -18,355 -2%

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.