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Citigroup

1,520 hedge funds and large institutions have $55.9B invested in Citigroup in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 554 increasing their positions, 654 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $4.99B | Put options by funds: $5B

0.63% less ownership

Funds ownership: 70.91%70.28% (-0.63%)

6% less funds holding

Funds holding: 1,6101,520 (-90)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

12% less capital invested

Capital invested by funds: $63.7B → $55.9B (-$7.76B)

15% less repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 654

37% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 177

Holders
1,520
Holders Change
-90
Holders Change %
-5.59%
% of All Funds
24.12%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
0.65%
New
112
Increased
554
Reduced
654
Closed
177
Calls
$4.99B
Puts
$5B
Net Calls
-$14.2M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
HS
1676
Horan Securities
United States
-$36.9K -802 Closed
SIA
1677
SkyView Investment Advisors
New Jersey
-$28K -605 Closed
SAM
1678
S.A. Mason
Michigan
-$26.2K -558 Closed
BSC
1679
Brown Shipley & Co
United Kingdom
-$23K -500 Closed
CA
1680
Centerpoint Advisors
Massachusetts
-$21.9K -500 -99%
KI
1681
Kapitalo Investimentos
Brazil
-$21.6K -469 Closed
WP
1682
WealthPLAN Partners
Nebraska
-$18.5K -401 Closed
RTL
1683
Red Tortoise LLC
Georgia
-$14.5K -314 Closed
FBC
1684
Fairfield, Bush & Co
Connecticut
-$13.8K -300 Closed
2L
1685
25 LLC
Missouri
-$13.1K -274 Closed
ANBT
1686
American National Bank & Trust
Texas
-$11.8K -256 Closed
TAIM
1687
TD Ameritrade Investment Management
Nebraska
-$12K -251 Closed
WIM
1688
WealthPlan Investment Management
Nebraska
-$7.27K -158 Closed
SF
1689
Safeguard Financial
Wisconsin
-$6K -140 Closed
WAM
1690
Worth Asset Management
Texas
-$5.75K -125 Closed
DI
1691
Disciplined Investments
Oklahoma
-$4.33K -94 Closed
GGHC
1692
Gilder Gagnon Howe & Co
New York
-$1.61K -35 Closed
AFS
1693
Annapolis Financial Services
Maryland
-$1.43K -31 Closed
CQS
1694
Credential Qtrade Securities
-$1.15K -25 Closed
PSB
1695
Piscataqua Savings Bank
New Hampshire
-$1.01K -22 Closed
MIM
1696
Macroview Investment Management
Maryland
-$696 -15 Closed
SVCP
1697
Silicon Valley Capital Partners
California
-$355 -8 Closed

C Hedge Fund Activity: Q3 2023 in Review

1,520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q3 2023, worth a combined $55.9B — down 12% from $63.7B a quarter earlier.

Sellers outnumbered buyers: 177 funds closed out of C and 112 opened new positions — a net loss of 65 holders — while 654 trimmed existing stakes and 554 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $245M. The largest seller was Eagle Capital Management (New York), cutting an estimated $555M.

  • 1,520 institutional investors held Citigroup (C) as of Q3 2023, down from 1,610 in Q2 2023.
  • Funds reported $55.9B of Citigroup stock for Q3 2023, down 12% quarter-over-quarter.
  • 112 funds opened new Citigroup positions in Q3 2023 and 177 closed out, a net change of -65 holders.
  • The largest Citigroup buyer in Q3 2023 was D.E. Shaw & Co, an estimated $245M added.
  • The largest Citigroup seller in Q3 2023 was Eagle Capital Management (New York), an estimated $555M sold.

Based on aggregated 13F filings for Q3 2023.