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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
EGM
1651
Engineers Gate Manager
New York
-$624K -14,986 Closed
FPAS
1652
Focus Partners Advisor Solutions
Missouri
-$622K -14,937 Closed
SRC
1653
Shufro Rose & Co
New York
-$621K -14,914 Closed
WAM
1654
Wakefield Asset Management
Colorado
-$598K -14,355 Closed
CCM
1655
Crabel Capital Management
California
-$571K -13,699 Closed
PCA
1656
Peddock Capital Advisors
Massachusetts
-$558K -13,394 Closed
VI
1657
Versor Investments
New York
-$521K -12,500 Closed
ESCM
1658
Echo Street Capital Management
New York
-$495K -11,883 Closed
SW
1659
SteelPeak Wealth
California
-$492K -11,797 Closed
KTA
1660
Keeley-Teton Advisors
Illinois
-$486K -11,675 Closed
DA
1661
DSC Advisors
Illinois
-$450K -10,804 Closed
CA
1662
Cullinan Associates
Kentucky
-$426K -10,230 Closed
SAM
1663
Steinberg Asset Management
New York
-$417K -10,001 Closed
SM
1664
Southport Management
Wyoming
-$417K -10,000 Closed
CGH
1665
CMG Global Holdings
Texas
-$402K -9,640 Closed
JWWM
1666
Johnson & White Wealth Management
Pennsylvania
-$390K -9,367 Closed
HT
1667
HighTower Trust
Texas
-$390K -9,351 Closed
HWA
1668
Heritage Wealth Advisors
Virginia
-$298K -8,234 Closed
SKK
1669
Shepherd Kaplan Krochuk
Massachusetts
-$338K -8,100 Closed
CPA
1670
Court Place Advisors
Maryland
-$336K -8,053 Closed
FA
1671
Fagan Associates
New York
-$333K -7,999 Closed
IA
1672
IFG Advisory
Georgia
-$317K -7,627 Closed
IAG
1673
Investmark Advisory Group
Connecticut
-$313K -7,528 Closed
EWM
1674
Evercore Wealth Management
New York
-$309K -7,414 Closed
Q
1675
QVR
California
-$305K -7,324 Closed

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.