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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
WCM
1826
Winthrop Capital Management
Indiana
– -$574K -11,156 Closed
DWT
1827
Dorsey & Whitney Trust
South Dakota
– -$512K -9,948 Closed
SCM
1828
Shapiro Capital Management
Georgia
– -$464K -9,020 Closed
MIA
1829
MainStreet Investment Advisors
Illinois
– -$454K -8,824 Closed
1WM
1830
1900 Wealth Management
Texas
– -$453K -8,807 Closed
WAM
1831
Worth Asset Management
Texas
– -$439K -8,540 Closed
PI
1832
PineBridge Investments
New York
– -$409K -7,942 Closed
MCM
1833
Marathon Capital Management
Maryland
– -$408K -7,922 Closed
OHWA
1834
Oak Hill Wealth Advisors
Virginia
– -$439K -7,890 Closed
MC
1835
Maverick Capital
Texas
– -$379K -7,369 Closed
AWS
1836
Aspen Wealth Strategies
Colorado
– -$353K -6,859 Closed
PCIG
1837
Partners Capital Investment Group
Massachusetts
– -$348K -6,761 Closed
CSPAM
1838
Cary Street Partners Asset Management
Virginia
– -$341K -6,632 Closed
TCBWMS
1839
Texas Capital Bank Wealth Management Services
Texas
– -$328K -6,372 Closed
WMP
1840
Wealth Management Partners
Arizona
– -$305K -5,934 Closed
SA
1841
Strategic Advocates
Utah
– -$304K -5,901 Closed
GWA
1842
Gratus Wealth Advisors
Virginia
– -$290K -5,646 Closed
GIM
1843
Grassi Investment Management
California
– -$270K -5,250 Closed
MM
1844
MQS Management
New York
– -$270K -5,240 Closed
CPA
1845
Court Place Advisors
Maryland
– -$257K -5,003 Closed
RIM
1846
Redwood Investment Management
Arizona
– -$253K -4,909 Closed
ACG
1847
Allen Capital Group
Nebraska
– -$246K -4,781 Closed
TI
1848
Truepoint Inc
Ohio
– -$242K -4,708 Closed
CMI
1849
Clare Market Investments
Texas
– -$241K -4,687 Closed
SL
1850
Summitry LLC
California
– -$240K -4,663 Closed
72 73
74
75 76

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.