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Citigroup
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Overview Fund Activity

1,233 hedge funds and large institutions have $118B invested in Citigroup in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 469 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,233
Holders Change
+77
Holders Change %
+6.66%
% of All Funds
32.91%
Holding in Top 10
150
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.7%
% of All Funds
4%
New
144
Increased
469
Reduced
476
Closed
51
Calls
$3.43B
Puts
$3.43B
Net Calls
-$3.34M
Net Calls Change
-$457M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.68B
2
CS
Credit Suisse
Switzerland
$612M
3
AL
AJO LP
Pennsylvania
$479M
4
Citadel Advisors
Citadel Advisors
Florida
$566M
5
State Street
State Street
Massachusetts
$7.56B

Top Sellers

1
AM
Appaloosa Management
Florida
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.53B
3
Goldman Sachs
Goldman Sachs
New York
$741M
4
Viking Global Investors
Viking Global Investors
Connecticut
$607M
5
Bank of America
Bank of America
North Carolina
$994M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMG
926
TSP Capital Management Group
New Jersey
$525K -$503K – –
CHJWM
927
Carlton Hofferkamp & Jenks Wealth Management
Texas
$525K +$8.11K +150 +2%
CCMG
928
Clark Capital Management Group
Pennsylvania
$521K -$20.8K -385 -4%
SCM
929
Southport Capital Management
Tennessee
$520K +$161K +2,975 +45%
Envestnet Asset Management
930
Envestnet Asset Management
Illinois
$518K -$284K -5,255 -35%
DCLA
931
Douglas C. Lane & Associates
New York
$518K -$73.2K -1,353 -12%
FCG
932
FrontFour Capital Group
Connecticut
$512K +$512K +9,459 New
BFC
933
Blue Fin Capital
Rhode Island
$507K +$25.7K +475 +5%
EGM
934
Engineers Gate Manager
New York
$498K +$498K +9,200 New
MGIA
935
Moneta Group Investment Advisors
Missouri
$496K – – –
QI
936
Quotient Investors
New York
$487K – – –
SCG
937
Sonata Capital Group
Washington
$487K +$487K +9,000 New
AF
938
Affiance Financial
Minnesota
$482K +$482K +8,914 New
MBI
939
Montrusco Bolton Investments
Quebec, Canada
$478K +$478K +8,840 New
MFS
940
MSI Financial Services
Massachusetts
$477K -$5.31K -98 -1%
OC
941
Oarsman Capital
Wisconsin
$475K +$2.17K +40 +0.5%
NB
942
NBT Bank
New York
$475K +$19.7K +364 +4%
HHGA
943
Halbert Hargrove Global Advisors
California
$474K +$185K +3,421 +64%
RC
944
Roundview Capital
New Jersey
$464K -$9.48K -175 -2%
TAM
945
Trust Asset Management
Texas
$463K +$463K +8,561 New
NFG
946
Next Financial Group
Texas
$462K -$759K -14,009 -62%
USGIU
947
U.S. Global Investors (USGI)
Texas
$460K +$460K +8,500 New
GW
948
GW & Wade
Massachusetts
$460K +$460K +8,505 New
KCM
949
Kingdon Capital Management
New York
$459K -$21.2M -391,525 -98%
TCOTO
950
Trust Company of the Ozarks
Missouri
$456K +$32.4K +600 +8%
36 37
38
39 40