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Citigroup
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Overview Fund Activity

1,078 hedge funds and large institutions have $101B invested in Citigroup in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 391 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
34.97%
Holding in Top 10
135
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-12.34%
% of All Funds
4.38%
New
90
Increased
468
Reduced
391
Closed
70
Calls
$2.8B
Puts
$3.75B
Net Calls
-$947M
Net Calls Change
-$115M

Top Buyers

1
State Street
State Street
Massachusetts
$6.51B
2
Fisher Asset Management
Fisher Asset Management
Washington
$533M
3
Deutsche Bank
Deutsche Bank
Germany
$868M
4
ECU
Egerton Capital (UK)
United Kingdom
$269M
5
BG
BlackRock Group
United Kingdom
$1.33B

Top Sellers

1
AL
AJO LP
Pennsylvania
$44.3M
2
Capital World Investors
Capital World Investors
California
$3.32B
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
OH
Orbis Holdings
Bermuda
$162M
5
VAM
Veritas Asset Management
United Kingdom
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
976
Constellation Wealth Advisors
New York
$200K -$246K -5,080 -55%
BFEC
977
Benjamin F. Edwards & Company
Missouri
$198K +$778 +16 +0.4%
FNBT
978
FineMark National Bank & Trust
Florida
$198K +$38K +784 +24%
AWS
979
Aris Wealth Services
Pennsylvania
$193K +$193K +3,971 New
OIA
980
Optimum Investment Advisors
Illinois
$186K +$186K +3,836 New
PTC
981
Private Trust Company
Ohio
$166K +$63.3K +1,303 +62%
EWM
982
Evercore Wealth Management
New York
$151K +$144K +2,969 +2,020%
CFA
983
Carroll Financial Associates
North Carolina
$136K +$8.71K +180 +7%
AA
984
Apriem Advisors
California
$135K – – –
QAM
985
QCI Asset Management
New York
$134K – – –
PSC
986
Prentiss Smith & Co
Vermont
$123K +$1.26K +26 +1%
H
987
Hexavest
Quebec, Canada
$120K +$120K +2,478 New
EFSCE
988
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$18.1K +375 +18%
PFS
989
Penseco Financial Services
Pennsylvania
$117K +$13.1K +271 +13%
NYLT
990
New York Life Trust
New York
$111K -$12K -246 -10%
HF
991
Hoxton Financial
West Virginia
$102K +$58.7K +1,207 +136%
M
992
MOTCO
Texas
$97K – – –
WA
993
WealthTrust-Arizona
Arizona
$93K -$10.8K -222 -10%
WP
994
Westend Partners
California
$90K +$90K +1,808 New
FANJ
995
Financial Architects (New Jersey)
New Jersey
$82K – – –
SSB
996
Sandy Spring Bank
Maryland
$69K -$9.71K -200 -12%
DAM
997
Delta Asset Management
Tennessee
$67K +$2.27K +47 +4%
RFA
998
Reilly Financial Advisors
California
$63K -$725 -15 -1%
RIA
999
Regal Investment Advisors
Michigan
$62K -$10.2K -209 -14%
BWFA
1000
Baltimore-Washington Financial Advisors
Maryland
$59K -$26.7K -553 -31%
38 39
40
41 42