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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
MWM
1526
MinichMacGregor Wealth Management
New York
$6.74K +$6.77K +149 New
PS
1527
PayPay Securities
Japan
$6.6K +$6.63K +146 New
RWPA
1528
Richard W. Paul & Associates
Michigan
$6.51K +$6.54K +144 New
CSWM
1529
Cassady Schiller Wealth Management
Ohio
$6.42K +$6.45K +142 New
KFS
1530
Kelly Financial Services
Massachusetts
$6.34K
HC
1531
Hoese & Co
Minnesota
$6K -$2.77K -61 -31%
CWM
1532
CarsonAllaria Wealth Management
Illinois
$6K +$863 +19 +16%
TFA
1533
Toth Financial Advisory
Virginia
$5.86K +$45 +1 +0.8%
BHWM
1534
Beaird Harris Wealth Management
Texas
$5.72K +$4.45K +98 +350%
AIM
1535
Arcadia Investment Management
Michigan
$5.65K
CWAF
1536
Core Wealth Advisors (Florida)
Florida
$5.43K
WWM
1537
Wolff Wiese Magana
California
$5.28K -$7.59K -167 -59%
OSNBOA
1538
Old Second National Bank of Aurora
Illinois
$5.2K +$681 +15 +15%
CCM
1539
Cribstone Capital Management
Maine
$5.1K
VCM
1540
Vigilant Capital Management
Maine
$5K
IHWM
1541
Iron Horse Wealth Management
Iowa
$5K +$4.54K +100 +1,000%
KSWA
1542
Kathleen S. Wright Associates
Pennsylvania
$5K +$4.54K +100 New
APW
1543
Acima Private Wealth
Virginia
$4.97K -$29.5K -650 -86%
SC
1544
Schubert & Co
Texas
$4.88K -$38.4K -845 -89%
FFL
1545
Financial Freedom LLC
Ohio
$4.75K +$4.77K +105 New
HRC
1546
Hoertkorn Richard Charles
$4.52K
JC
1547
JCSD Capital
California
$4.52K
HBW
1548
Hazlett, Burt & Watson
West Virginia
$4K +$45 +1 +1%
PCM
1549
Penserra Capital Management
California
$4K +$4.72K +104 New
TCM
1550
Tradewinds Capital Management
Washington
$3.98K

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.