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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
LCS
1701
Levin Capital Strategies
New York
-$217K -5,217 Closed
WAM
1702
Watershed Asset Management
California
-$216K -5,176 Closed
MTC
1703
McDaniel Terry & Co
Texas
-$215K -5,168 Closed
CFA
1704
Compass Financial Advisors
Indiana
-$213K -5,119 Closed
AFT
1705
Alpha Family Trust
California
-$211K -5,065 Closed
SMH
1706
Sanders Morris Harris
Texas
-$208K -4,989 Closed
AIA
1707
Affinity Investment Advisors
California
-$208K -4,987 Closed
CPC
1708
Congress Park Capital
New York
-$206K -4,950 Closed
AGM
1709
Alpine Global Management
New York
-$204K -4,900 Closed
QC
1710
QCM Cayman
Texas
-$202K -4,848 Closed
RPC
1711
Rossmore Private Capital
Connecticut
-$201K -4,824 Closed
PP
1712
Paloma Partners
Connecticut
-$209K -4,592 Closed
EIP
1713
Ellis Investment Partners
Pennsylvania
-$185K -4,454 Closed
RP
1714
Rowlandmiller & Partners
Georgia
-$185K -4,428 Closed
GC
1715
Gilbert & Cook
Iowa
-$200K -4,397 Closed
CA
1716
Centerpoint Advisors
Massachusetts
-$125K -2,743 -100%
MIM
1717
Meridiem Investment Management
United Kingdom
-$88K -2,100 Closed
SOW
1718
State of Wyoming
Wyoming
-$80K -1,921 Closed
EW
1719
Evoke Wealth
California
-$68K -1,626 Closed
AIP
1720
Almanack Investment Partners
Pennsylvania
-$52K -1,247 Closed
GIS
1721
Grayhawk Investment Strategies
Alberta, Canada
-$63K -1,100 Closed
PO
1722
Private Ocean
California
-$33K -800 Closed
APW
1723
Axim Planning & Wealth
Ohio
-$31K -750 Closed
OPW
1724
Oxler Private Wealth
New York
-$31.3K -750 Closed
HI
1725
Hudock Inc
Pennsylvania
-$31K -745 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.