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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.96B +$96.4M +1,964,404 +1%
BlackRock
2
BlackRock
New York
$7.65B -$15.8M -322,177 -0.2%
State Street
3
State Street
Massachusetts
$3.87B -$168M -3,429,099 -4%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$2.59B +$4.37M +89,000 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.65B +$25.5M +519,202 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.25B +$718K +14,634 +0.1%
Bank of America
7
Bank of America
North Carolina
$1.23B +$295M +6,001,482 +30%
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.11B +$1.16B +23,616,143 +233,177%
Morgan Stanley
9
Morgan Stanley
New York
$1.07B -$149M -3,044,889 -12%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.07B +$215M +4,382,579 +24%
Norges Bank
11
Norges Bank
Norway
$1,000M +$361M +7,347,757 +53%
JP Morgan Chase
12
JP Morgan Chase
New York
$994M -$113M -2,299,483 -10%
Northern Trust
13
Northern Trust
Illinois
$959M -$3.84M -78,158 -0.4%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$873M -$34.1M -695,520 -4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$865M +$560M +11,407,293 +162%
Pzena Investment Management
16
Pzena Investment Management
New York
$770M +$13.1M +267,712 +2%
Invesco
17
Invesco
Georgia
$761M -$61.9M -1,260,919 -7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$757M -$267M -5,446,405 -25%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$721M +$199M +4,054,549 +56%
PI
20
Putnam Investments
Massachusetts
$677M +$60.6M +1,234,076 +9%
Artisan Partners
21
Artisan Partners
Wisconsin
$667M -$30.6M -623,471 -4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$652M -$319M -6,496,295 -32%
Legal & General Group
23
Legal & General Group
United Kingdom
$642M +$5.91M +120,372 +0.9%
Charles Schwab
24
Charles Schwab
California
$628M +$14.2M +289,385 +2%
Franklin Resources
25
Franklin Resources
California
$613M +$207M +4,226,550 +48%

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.