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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
AFG
1501
Albion Financial Group
Utah
$9.19K
PFPT
1502
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.14K
BWP
1503
Baldwin Wealth Partners
Massachusetts
$8.81K
PGAM
1504
Princeton Global Asset Management
New Jersey
$8.77K
TLA
1505
Tanglewood Legacy Advisors
Texas
$8.68K
VWM
1506
Venturi Wealth Management
Texas
$8.66K +$9.08K +185 New
MCI
1507
MRP Capital Investments
Georgia
$8.44K
SSC
1508
Syverson Strege & Co
Iowa
$8.35K +$8.15K +166 +1,383%
SC
1509
Schubert & Co
Texas
$7.78K +$2.85K +58 +54%
WIM
1510
WealthPlan Investment Management
Nebraska
$7.41K +$7.75K +158 New
AF
1511
Arrow Financial
New York
$7.03K
RWPA
1512
Richard W. Paul & Associates
Michigan
$6.75K
HC
1513
Hoese & Co
Minnesota
$6.74K
WWM
1514
Wolff Wiese Magana
California
$6.65K +$1.23K +25 +21%
KFS
1515
Kelly Financial Services
Massachusetts
$6.58K
AIM
1516
Arcadia Investment Management
Michigan
$6.47K +$638 +13 +10%
CWM
1517
CarsonAllaria Wealth Management
Illinois
$6.47K +$49 +1 +0.7%
TFA
1518
Toth Financial Advisory
Virginia
$6.12K
CPA
1519
Cowen Prime Advisors
New York
$6K +$4.86K +99 +283%
CWAF
1520
Core Wealth Advisors (Florida)
Florida
$5.63K
OSNBOA
1521
Old Second National Bank of Aurora
Illinois
$5.39K
APW
1522
Acima Private Wealth
Virginia
$5.16K
VCM
1523
Vigilant Capital Management
Maine
$5K
RG
1524
Retirement Group
California
$5K +$3.68K +75 +278%
PS
1525
PayPay Securities
Japan
$4.97K -$1.96K -40 -27%

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.