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Citigroup

1,605 hedge funds and large institutions have $63.6B invested in Citigroup in 2022 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 512 increasing their positions, 727 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 157

10% more capital invested

Capital invested by funds: $57.9B → $63.6B (+$5.65B)

0.37% more ownership

Funds ownership: 71.96%72.33% (+0.37%)

0% less funds holding

Funds holding: 1,6061,605 (-1)

8% less funds holding in top 10

Funds holding in top 10: 5046 (-4)

17% less call options, than puts

Call options by funds: $4.94B | Put options by funds: $5.94B

30% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 727

Holders
1,605
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
25.8%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.74%
New
191
Increased
512
Reduced
727
Closed
157
Calls
$4.94B
Puts
$5.94B
Net Calls
-$1B
Net Calls Change
+$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1501
Riverview Trust Company
Washington
$13K -$108K -2,387 -89%
HWA
1502
HHM Wealth Advisors
Tennessee
$13K +$1.77K +39 +16%
TC
1503
Trust Company
Kansas
$12K -$1.36K -30 -10%
VFIC
1504
Valley Forge Investment Consultants
Pennsylvania
$11.3K
BCMLT
1505
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K -$591 -13 -5%
NC
1506
NewSquare Capital
Pennsylvania
$11.2K +$1.91K +42 +20%
BONH
1507
Bank of New Hampshire
New Hampshire
$11K -$5.68K -125 -33%
FGAM
1508
Financial Gravity Asset Management
Texas
$9.96K -$24.7K -543 -92%
BWL
1509
Bogart Wealth LLC
Virginia
$9.68K +$7.22K +159 +289%
AWM
1510
Atticus Wealth Management
Florida
$9.23K -$10.7K -235 -54%
CAL
1511
Capital Advisors Ltd
Ohio
$9K -$7.68K -169 -47%
RA
1512
Rise Advisors
New York
$8.99K -$29.8K -656 -77%
FA
1513
Fiduciary Alliance
South Carolina
$8.96K +$8.99K +198 New
AWM
1514
Abound Wealth Management
Tennessee
$8.94K +$2.54K +56 +39%
AFG
1515
Albion Financial Group
Utah
$8.87K -$1.45K -32 -14%
AAMA
1516
Advanced Asset Management Advisors
Ohio
$8.87K +$8.9K +196 New
PFPT
1517
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.82K -$14.8K -325 -63%
CFFP
1518
Center for Financial Planning
Michigan
$8.78K -$31.8K -700 -78%
BWP
1519
Baldwin Wealth Partners
Massachusetts
$8.5K +$1.82K +40 +27%
TLA
1520
Tanglewood Legacy Advisors
Texas
$8.37K +$8.4K +185 New
JWM
1521
Janiczek Wealth Management
Colorado
$8.25K -$3.18K -70 -29%
MCI
1522
MRP Capital Investments
Georgia
$8.14K +$8.18K +180 New
PGAM
1523
Princeton Global Asset Management
New Jersey
$8K
AF
1524
Arrow Financial
New York
$7K
OIA
1525
Optimum Investment Advisors
Illinois
$6.79K

C Hedge Fund Activity: Q4 2022 in Review

1,605 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q4 2022, worth a combined $63.6B — up 9.8% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new C positions and 157 closed out — a net gain of 34 holders — while 512 added to existing stakes and 727 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was Susquehanna International Group, cutting an estimated $467M.

  • 1,605 institutional investors held Citigroup (C) as of Q4 2022, down from 1,606 in Q3 2022.
  • Funds reported $63.6B of Citigroup stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 191 funds opened new Citigroup positions in Q4 2022 and 157 closed out, a net change of +34 holders.
  • The largest Citigroup buyer in Q4 2022 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Citigroup seller in Q4 2022 was Susquehanna International Group, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2022.