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Citigroup
C

1,774 hedge funds and large institutions have $87.3B invested in Citigroup in 2024 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 690 increasing their positions, 635 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 113

21% more capital invested

Capital invested by funds: $72.4B → $87.3B (+$14.9B)

6% more funds holding

Funds holding: 1,671 → 1,774 (+103)

4% more funds holding in top 10

Funds holding in top 10: 57 → 59 (+2)

9% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 635

2% less call options, than puts

Call options by funds: $6.77B | Put options by funds: $6.91B

1.01% less ownership

Funds ownership: 73.35% → 72.35% (-1%)

Holders
1,774
Holders Change
+103
Holders Change %
+6.16%
% of All Funds
25.55%
Holding in Top 10
59
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.51%
% of All Funds
0.85%
New
235
Increased
690
Reduced
635
Closed
113
Calls
$6.77B
Puts
$6.91B
Net Calls
-$145M
Net Calls Change
-$1.33B

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$975M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$871M
4
N
Nuveen
North Carolina
+$286M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$257M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.73B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$419M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
4
BlackRock
BlackRock
New York
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1801
FJ Investments
Utah
– -$2.58M -50,100 Closed
LSA
1802
Leonteq Securities AG
Switzerland
– -$2.61M -46,917 Closed
YIH
1803
Y-Intercept (HK)
Hong Kong
– -$2.32M -45,079 Closed
IFU
1804
iSAM Funds (UK)
United Kingdom
– -$2M -38,892 Closed
EGM
1805
Engineers Gate Manager
New York
– -$1.9M -36,945 Closed
PTC
1806
Philadelphia Trust Company
Pennsylvania
– -$1.36M -26,427 Closed
MHS
1807
M Holdings Securities
Oregon
– -$1.34M -25,982 Closed
Capstone Investment Advisors
1808
Capstone Investment Advisors
New York
– -$1.38M -24,743 Closed
SCM
1809
Stevens Capital Management
Pennsylvania
– -$1.2M -23,406 Closed
PVH
1810
Psagot Value Holdings
Israel
– -$1.2M -23,260 Closed
SA
1811
SRN Advisors
Pennsylvania
– -$1.15M -22,319 Closed
HT
1812
HAP Trading
New York
– -$1.16M -20,770 Closed
MAM
1813
Monaco Asset Management
Monaco
– -$1.03M -20,000 Closed
OTL
1814
Oak Thistle LLC
New York
– -$1.01M -19,590 Closed
MIH
1815
Meitav Investment House
Israel
– -$971K -18,856 Closed
MC
1816
Martin & Co
Tennessee
– -$970K -18,849 Closed
MCM
1817
Mork Capital Management
California
– -$959K -18,640 Closed
PL
1818
Polianta Ltd
Jersey
– -$910K -17,700 Closed
HWA
1819
HCR Wealth Advisors
California
– -$892K -17,339 Closed
PMA
1820
Prudent Man Advisors
Illinois
– -$838K -16,284 Closed
I
1821
INVST
Indiana
– -$775K -14,255 Closed
CCIA
1822
Campbell & Co Investment Adviser
Maryland
– -$671K -13,040 Closed
XS
1823
XR Securities
Illinois
– -$665K -11,956 Closed
LAM
1824
LECAP Asset Management
United Kingdom
– -$612K -11,905 Closed
NRD
1825
Nebula Research & Development
New York
– -$604K -11,742 Closed
71 72
73
74 75

C Hedge Fund Activity: Q1 2024 in Review

1,774 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q1 2024, worth a combined $87.3B — up 21% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new C positions and 113 closed out — a net gain of 122 holders — while 690 added to existing stakes and 635 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.04B. The largest seller was Morgan Stanley, cutting an estimated $1.73B.

  • 1,774 institutional investors held Citigroup (C) as of Q1 2024, up from 1,671 in Q4 2023.
  • Funds reported $87.3B of Citigroup stock for Q1 2024, up 21% quarter-over-quarter.
  • 235 funds opened new Citigroup positions in Q1 2024 and 113 closed out, a net change of +122 holders.
  • The largest Citigroup buyer in Q1 2024 was Franklin Resources, an estimated $1.04B added.
  • The largest Citigroup seller in Q1 2024 was Morgan Stanley, an estimated $1.73B sold.

Based on aggregated 13F filings for Q1 2024.