then there is a mutual fund, bruce berkowitz and fair home future they cut their stake in bank of america20%. meanwhile when it comes to citi. omega boosts to 4.3 million shares. one of his long hauls from the ira sohn conference. dan loeb eliminates 5 million shares but held on to a be in of warrants for citi stock. another financial to mention, this is not a bank but we bring it up because john paulson has this as one of his big new shakes. 14.6 million shares of aig, worth around $800 million a. decent call, sizable from aig on the long side from the likes of paul johnson. >> thanks don. >> what are you looking at in financials? >> well, dom brought up omega, omega upping their stake to over $1 billion. doing so they cut their position in apple. last week on "options action" we talked about the change in leadership. it might be coming from the bank. when you look at this and the xlf and the financials as the ten year treasury has risen the steeper curve in the treasury the steeper skew bill is good for the banks. sometimes it's hard to know what's going on inside the banks, where their