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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
AFS
1551
Annapolis Financial Services
Maryland
$1.45K -$98 -2 -6%
LSA
1552
Lansing Street Advisors
Pennsylvania
$1.41K
GGI
1553
Godsey & Gibb Inc
Virginia
$1.41K +$1.47K +30 New
BHWM
1554
Beaird Harris Wealth Management
Texas
$1.34K -$4.76K -97 -77%
BFA
1555
BBJS Financial Advisors
Washington
$1.13K
AA
1556
Altman Advisors
Illinois
$1.04K +$426K +8,680 +62%
M
1557
MOTCO
Texas
$1.03K
UFF
1558
USA Financial Formulas
Michigan
$1.03K +$1.08K +22 New
PSB
1559
Piscataqua Savings Bank
New Hampshire
$1.03K
PP
1560
PrairieView Partners
Minnesota
$1K
NMG
1561
New Millennium Group
Utah
$985
CMA
1562
Cedar Mountain Advisors
Oregon
$938
FGAM
1563
Financial Gravity Asset Management
Texas
$849 +$98 +2 +4%
CPFP
1564
Clear Perspectives Financial Planning
Ohio
$797
MIM
1565
Macroview Investment Management
Maryland
$709
BC
1566
Barrett & Company
Rhode Island
$618 +$589 +12 +1,200%
TF
1567
TimeScale Financial
Massachusetts
$563
TC
1568
Truvestments Capital
Florida
$469 +$491 +10 New
TWD
1569
True Wealth Design
Ohio
$329 +$344 +7 New
HWM
1570
HighMark Wealth Management
Minnesota
$263
BWL
1571
Bogart Wealth LLC
Virginia
$234 -$10.3K -209 -98%
CFFP
1572
Center for Financial Planning
Michigan
$188 -$9.32K -190 -98%
IWP
1573
IAG Wealth Partners
Wisconsin
$188
SC
1574
Stephens Consulting
Michigan
$94
VWM
1575
Valley Wealth Managers
New Jersey
$38 +$49 +1 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.