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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
SCM
1651
Stevens Capital Management
Pennsylvania
-$257K -5,689 Closed
GIA
1652
Guyasuta Investment Advisors
Pennsylvania
-$246K -5,445 Closed
PCMC
1653
Private Capital Management (Colorado)
Colorado
-$235K -5,205 Closed
BDWCC
1654
B&D White Capital Company
Texas
-$235K -5,200 Closed
WFPG
1655
Waller Financial Planning Group
Ohio
-$235K -5,191 Closed
RRA
1656
Round Rock Advisors
Connecticut
-$231K -5,115 Closed
JSL
1657
JT Stratford LLC
Georgia
-$227K -5,013 Closed
JF
1658
Jump Financial
Illinois
-$224K -4,944 Closed
GW
1659
GW & Wade
Massachusetts
-$222K -4,903 Closed
LFA
1660
Landmark Financial Advisors
Kentucky
-$203K -4,483 Closed
GGS
1661
Galvin Gaustad & Stein
Arizona
-$201K -4,437 Closed
ZIG
1662
Zullo Investment Group
Pennsylvania
-$182K -4,034 Closed
ACM
1663
AUA Capital Management
Pennsylvania
-$171K -3,782 Closed
CIM
1664
Chiron Investment Management
New York
-$167K -3,682 Closed
PMAM
1665
Picton Mahoney Asset Management
Ontario, Canada
-$147K -3,247 Closed
3IP
1666
3Chopt Investment Partners
Virginia
-$89.4K -1,976 Closed
WOSD
1667
WFA of San Diego
California
-$74.8K -1,653 Closed
PFC
1668
Phocas Financial Corp
California
-$72.4K -1,600 Closed
GPI
1669
General Partner Inc
Pennsylvania
-$65.8K -1,454 Closed
DWP
1670
Destiny Wealth Partners
Florida
-$59.2K -1,310 Closed
EE
1671
EWG Elevate
California
-$28.9K -639 Closed
CJL
1672
Cyrus J. Lawrence
New York
-$27K -601 Closed
HIM
1673
Hillsdale Investment Management
Ontario, Canada
-$22.8K -505 Closed
CA
1674
Corrado Advisors
New Jersey
-$22.2K -490 Closed
AF
1675
Affiance Financial
Minnesota
-$21.4K -472 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.