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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
CPWA
1626
Cerro Pacific Wealth Advisors
California
-$407K -9,004 Closed
FC
1627
Fulcrum Capital
Washington
-$403K -8,914 Closed
SIM
1628
Sentry Investment Management
Wisconsin
-$398K -8,810 Closed
BCM
1629
Boltwood Capital Management
California
-$397K -8,783 Closed
AT
1630
Arvest Trust
Oklahoma
-$394K -8,707 Closed
NLP
1631
Next Level Private
New York
-$412K -8,667 Closed
G
1632
GenTrust
Florida
-$383K -8,461 Closed
TCWM
1633
Total Clarity Wealth Management
Illinois
-$382K -8,451 Closed
MFG
1634
Merit Financial Group
Georgia
-$376K -8,324 Closed
AP
1635
Appleton Partners
Massachusetts
-$372K -8,233 Closed
BCAM
1636
Boston Common Asset Management
Massachusetts
-$369K -8,161 Closed
MC
1637
Maverick Capital
Texas
-$369K -8,151 Closed
GCM
1638
Greenland Capital Management
New York
-$368K -8,138 Closed
EWM
1639
EPG Wealth Management
Georgia
-$366K -8,100 Closed
BB
1640
Berkshire Bank
Massachusetts
-$356K -7,872 Closed
MFS
1641
Mirabella Financial Services
United Kingdom
-$353K -7,800 Closed
MCC
1642
Money Concepts Capital
Florida
-$341K -7,542 Closed
IDBONY
1643
Israel Discount Bank of New York
New York
-$338K -7,471 Closed
DS
1644
DRW Securities
Illinois
-$335K -7,398 Closed
BONST
1645
Bank of Nova Scotia Trust
Ontario, Canada
-$309K -6,839 Closed
WFI
1646
West Family Investments
California
-$281K -6,207 Closed
CF
1647
Clarity Financial
Texas
-$280K -6,191 Closed
AWA
1648
Aletheian Wealth Advisors
Washington
-$280K -6,183 Closed
JIP
1649
Jaffetilchin Investment Partners
Florida
-$264K -5,846 Closed
AWA
1650
Arkadios Wealth Advisors
Georgia
-$261K -5,767 Closed

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.