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First Citizens BancShares

141 hedge funds and large institutions have $1.65B invested in First Citizens BancShares in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $1.46B → $1.65B (+$191M)

2% more funds holding

Funds holding: 138141 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $265K | Put options by funds: $500K

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
50
Reduced
42
Closed
10
Calls
$265K
Puts
$500K
Net Calls
-$235K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$9.19M +$14.7K +54 +0.2%
Prudential Financial
27
Prudential Financial
New Jersey
$7.37M +$1.19M +4,360 +21%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$6.65M -$81.7K -300 -1%
AllianceBernstein
29
AllianceBernstein
Tennessee
$6.07M +$1.3M +4,790 +30%
MAM
30
Martingale Asset Management
Massachusetts
$6.06M +$3.16M +11,600 +129%
RRAM
31
River Road Asset Management
Kentucky
$5.56M -$114K -420 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.54M -$82.8K -304 -2%
First Trust Advisors
33
First Trust Advisors
Illinois
$5.47M +$259K +951 +5%
AQR Capital Management
34
AQR Capital Management
Connecticut
$5.18M +$635K +2,333 +15%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$5.11M -$218K -800 -4%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$4.74M +$27.2K +100 +0.6%
BCM
37
Basswood Capital Management
New York
$4.42M
Goldman Sachs
38
Goldman Sachs
New York
$4.38M -$117K -428 -3%
GC
39
GMT Capital
Georgia
$4.28M -$5.48M -20,140 -58%
CCMH
40
Cornerstone Capital Management Holdings
New York
$4.14M +$3.51M +12,900 +1,078%
TA
41
Teachers Advisors
New York
$3.93M -$156K -573 -4%
MCM
42
Maltese Capital Management
New York
$3.53M -$3.27M -12,000 -50%
Truist Financial
43
Truist Financial
North Carolina
$3.43M
Renaissance Technologies
44
Renaissance Technologies
New York
$3.38M +$300K +1,100 +11%
PCM
45
Piermont Capital Management
Missouri
$3.37M -$21.8K -80 -0.7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.35M -$109K -400 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.25M +$44.9K +165 +2%
RP
48
Reinhart Partners
Wisconsin
$3.04M -$445K -1,635 -14%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$2.64M +$56.4K +207 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.36M

FCNCA Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2016, worth a combined $1.65B — up 13% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FCNCA positions and 10 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.9M. The largest seller was Fidelity Investments, cutting an estimated $11M.

  • 141 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2016, up from 138 in Q2 2016.
  • Funds reported $1.65B of First Citizens BancShares stock for Q3 2016, up 13% quarter-over-quarter.
  • 15 funds opened new First Citizens BancShares positions in Q3 2016 and 10 closed out, a net change of +5 holders.
  • The largest First Citizens BancShares buyer in Q3 2016 was Vanguard Group, an estimated $6.9M added.
  • The largest First Citizens BancShares seller in Q3 2016 was Fidelity Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2016.