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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
DI
1526
Disciplined Investments
Oklahoma
$4.97K +$2.4K +49 +86%
PO
1527
Private Ocean
California
$4.97K +$5.2K +106 New
FFL
1528
Financial Freedom LLC
Ohio
$4.96K +$49 +1 +1%
HRC
1529
Hoertkorn Richard Charles
$4.69K
NSG
1530
Nalls Sherbakoff Group
Tennessee
$4.24K +$4.51K +92 New
TCM
1531
Tradewinds Capital Management
Washington
$4.13K
PCM
1532
Penserra Capital Management
California
$4K
HBW
1533
Hazlett, Burt & Watson
West Virginia
$4K +$49 +1 +1%
IHWM
1534
Iron Horse Wealth Management
Iowa
$3.75K -$1.47K -30 -27%
DWMG
1535
DB Wealth Management Group
California
$3.42K
AIP
1536
Ahrens Investment Partners
Louisiana
$3.23K +$3.39K +69 New
ECM
1537
Everence Capital Management
Indiana
$2.97K +$325K +6,620 +12%
LFA
1538
Legend Financial Advisors
Pennsylvania
$2.86K
EWM
1539
Evermay Wealth Management
Virginia
$2.72K
EAM
1540
Eukles Asset Management
Ohio
$2.67K
RTL
1541
Red Tortoise LLC
Georgia
$2.39K
CM
1542
Cornerstone Management
Georgia
$2.35K
IFAM
1543
Institutional & Family Asset Management
Colorado
$2.35K
APC
1544
Aspire Private Capital
North Carolina
$2.21K
CSWM
1545
Cassady Schiller Wealth Management
Ohio
$2.16K -$4.71K -96 -68%
SWG
1546
Summit Wealth Group
Vermont
$2K +$5.63M +114,646 New
SHIM
1547
Stone House Investment Management
Pennsylvania
$1.97K +$2.06K +42 New
BAM
1548
Bellevue Asset Management
Washington
$1.89K +$1.96K +40 New
JFG
1549
JDM Financial Group
Texas
$1.78K
Kayne Anderson Rudnick Investment Management
1550
Kayne Anderson Rudnick Investment Management
California
$1.64K +$1.72K +35 New

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.