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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
HNWAG
1676
High Net Worth Advisory Group
Florida
-$20.4K -450 Closed
FWA
1677
Freedom Wealth Alliance
Wisconsin
-$20.1K -444 Closed
ACP
1678
Arcus Capital Partners
Georgia
-$19.9K -441 Closed
FA
1679
Fiduciary Alliance
South Carolina
-$8.96K -198 Closed
AAMA
1680
Advanced Asset Management Advisors
Ohio
-$8.87K -196 Closed
MWM
1681
MinichMacGregor Wealth Management
New York
-$6.74K -149 Closed
JC
1682
JCSD Capital
California
-$4.52K -100 Closed
KSWA
1683
Kathleen S. Wright Associates
Pennsylvania
-$5K -100 Closed
MSCM
1684
McElhenny Sheffield Capital Management
Texas
-$3.75K -83 Closed
GMA
1685
Glassy Mountain Advisors
Maryland
-$3.12K -69 Closed
CAS
1686
Coppell Advisory Solutions
Texas
-$3.08K -68 Closed
CASC
1687
Coppell Advisory Solutions Corp
Texas
-$3.08K -68 Closed
MPCL
1688
My Personal CFO LLC
Washington
-$1.99K -44 Closed
RWMH
1689
Riverpoint Wealth Management Holdings
Illinois
-$1.25K -28 Closed
CCMI
1690
Creative Capital Management Investments
California
-$1K -27 Closed
MS
1691
Madden Securities
Texas
-$705 -16 Closed
NL
1692
NVWM LLC
Pennsylvania
-$588 -13 Closed
LS
1693
Leelyn Smith
Illinois
-$452 -10 Closed
EA
1694
Emerald Advisers
Pennsylvania
-$270 -6 Closed
MAM
1695
Meeder Asset Management
Ohio
-$45 -1 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.