Dark
Light
System
Security
CitigroupInc
CitigroupInc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 26 Institutional holders with a total value of $125,004,206.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KAHN BROTHERS GROUP INC 1,232,874 58,684,802 46.95%
2 SUMMITRY LLC 406,442 19,347,000 15.48%
3 Greenwich Wealth Management LLC 257,694 12,266,000 9.81%
4 HORAN CAPITAL MANAGEMENT 179,634 8,550,000 6.84%
5 GRASSI INVESTMENT MANAGEMENT LLC 146,860 6,991,000 5.59%
6 Energy Opportunities Capital Management, LLC 90,559 4,073,000 3.26%
7 Parametric Risk Advisors LLC 74,185 3,531,000 2.82%
8 FISHMAN JAY A LTD/MI 38,268 1,821,557 1.46%
9 KARPAS STRATEGIES, LLC 31,875 1,517,000 1.21%
10 West Oak Capital, LLC 30,543 1,453,847 1.16%
11 ROSENBLUM SILVERMAN SUTTON S F INC /CA 24,620 1,172,000 0.94%
12 GUYASUTA INVESTMENT ADVISORS INC 22,140 1,053,000 0.84%
13 WESTPORT RESOURCES MANAGEMENT INC 20,373 970,000 0.78%
14 Point View Wealth Management, Inc. 13,529 644,000 0.52%
15 Cohen Klingenstein LLC 11,800 562,000 0.45%
16 FULTON BREAKEFIELD BROENNIMAN LLC 10,606 504,000 0.40%
17 Carlton Hofferkamp & Jenks Wealth Management, LLC 10,515 500,000 0.40%
18 AUXIER ASSET MANAGEMENT LLC 8,159 388,000 0.31%
19 Ironwood Investment Counsel, LLC 8,036 383,000 0.31%
20 WEIK CAPITAL MANAGEMENT 6,960 331,000 0.26%
21 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,697 128,000 0.10%
22 WESTPORT RESOURCES MANAGEMENT INC 2,000 95,000 0.08% Put
23 D'Orazio & Associates, Inc. 530 25,000 0.02%
24 Nelson Capital Management, LLC 260 12,000 0.01%
25 American Research & Management Co. 40 2,000 0.00%
26 GREAT LAKES ADVISORS, LLC 65 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.