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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
JGIA
1476
Jackson Grant Investment Advisers
Connecticut
$16.1K
MAWCM
1477
Mine & Arao Wealth Creation & Management
California
$15.1K
RFG
1478
RFP Financial Group
Georgia
$14.8K -$1.82K -37 -10%
ACM
1479
Antonetti Capital Management
Florida
$14.1K -$9.81K -200 -40%
OIA
1480
Optimum Investment Advisors
Illinois
$14.1K +$7.36K +150 +100%
CB
1481
Community Bank
New York
$14.1K
JWM
1482
Janiczek Wealth Management
Colorado
$14K +$5.59K +114 +68%
RTC
1483
Riverview Trust Company
Washington
$13.6K
NECFA
1484
New England Capital Financial Advisors
Connecticut
$13.2K -$491 -10 -3%
NC
1485
NewSquare Capital
Pennsylvania
$12.9K +$1.42K +29 +12%
WCMN
1486
Westchester Capital Management (Nebraska)
Nebraska
$12.8K +$9.81K +200 +274%
2L
1487
25 LLC
Missouri
$12.1K +$12.8K +260 New
ANBT
1488
American National Bank & Trust
Texas
$12K -$2.8K -57 -18%
AWM
1489
Abound Wealth Management
Tennessee
$11.8K +$2.7K +55 +28%
MIA
1490
Milestone Investment Advisors
Wisconsin
$11.8K +$12.4K +252 New
CMANY
1491
Capital Management Associates (New York)
New York
$11.7K -$8.05K -164 -40%
BONH
1492
Bank of New Hampshire
New Hampshire
$11.7K
BCMLT
1493
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K -$49 -1 -0.4%
FSWA
1494
Financial Synergies Wealth Advisors
Texas
$11K +$9.91K +202 +631%
VFIC
1495
Valley Forge Investment Consultants
Pennsylvania
$10.8K -$932 -19 -8%
CAL
1496
Capital Advisors Ltd
Ohio
$10K +$1.08K +22 +12%
PMFA
1497
Plante Moran Financial Advisors
Michigan
$9.99K -$7.61K -155 -42%
HWA
1498
HHM Wealth Advisors
Tennessee
$9.94K -$3.68K -75 -26%
AWM
1499
Atticus Wealth Management
Florida
$9.67K +$98 +2 +1%
RA
1500
Rise Advisors
New York
$9.42K +$98 +2 +1%

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.