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

Top Sellers

1
AM
1
Appaloosa Management
Florida
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.53B
3
Goldman Sachs
3
Goldman Sachs
New York
$741M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$607M
5
Bank of America
5
Bank of America
North Carolina
$994M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLT
1001
New York Life Trust
New York
$336K +$4.77K +88 +1%
TH
1002
TCTC Holdings
Texas
$335K – – –
KA
1003
Klingman & Associates
New York
$333K +$333K +6,167 New
DCM
1004
Dynamic Capital Management
Jersey
$330K +$330K +6,100 New
KPA
1005
Keel Point Advisors
Virginia
$328K +$328K +6,068 New
RCG
1006
Ruane, Cunniff & Goldfarb
New York
$326K -$146K -2,690 -31%
JIC
1007
Johnson Investment Counsel
Ohio
$322K +$21.8K +404 +7%
CEP
1008
Chicago Equity Partners
Illinois
$321K -$2.29M -42,280 -88%
DAC
1009
Dividend Assets Capital
South Carolina
$319K +$32.4K +600 +11%
BW
1010
Bison Wealth
Georgia
$316K +$316K +5,837 New
CT
1011
Cambridge Trust
Massachusetts
$315K -$4.6K -85 -1%
FMWA
1012
Forvis Mazars Wealth Advisors
Missouri
$312K -$87.7K -1,619 -22%
RIG
1013
Roosevelt Investment Group
New York
$310K -$33.2K -614 -10%
ZCA
1014
Zeke Capital Advisors
Pennsylvania
$310K +$310K +5,734 New
WIS
1015
Wright Investors Service
Connecticut
$306K +$34.1K +631 +13%
BG
1016
Bahl & Gaynor
Ohio
$304K -$108K -2,000 -26%
LCM
1017
Lucas Capital Management
New Jersey
$303K -$20K -370 -6%
HH
1018
Hilltop Holdings
Texas
$301K -$54 -1 -0%
SFA
1019
Sequoia Financial Advisors
Ohio
$299K -$2.22K -41 -0.7%
IAMOG
1020
Investors Asset Management of Georgia
Georgia
$292K +$292K +5,391 New
CHAM
1021
Clear Harbor Asset Management
Connecticut
$291K -$1.1M -20,225 -79%
BO
1022
BRR OpCo
Ohio
$291K +$5.04K +93 +2%
EWM
1023
Edge Wealth Management
New York
$288K -$815K -15,000 -74%
GJIC
1024
Gamble Jones Investment Counsel
California
$284K – – –
ALA
1025
Atherton Lane Advisers
California
$284K +$70.6K +1,304 +33%
39 40
41
42 43