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First Citizens BancShares
FCNCA

144 hedge funds and large institutions have $2.04B invested in First Citizens BancShares in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

11% more capital invested

Capital invested by funds: $1.84B → $2.04B (+$200M)

0.13% less ownership

Funds ownership: 49.87% → 49.73% (-0.13%)

1% less funds holding

Funds holding: 145 → 144 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
41
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.2M
2
Wells Fargo
Wells Fargo
California
+$5.01M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$3.96M
4
Ameriprise
Ameriprise
Minnesota
+$2.78M
5
State Street
State Street
Massachusetts
+$2.56M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.3M
2
Bank of America
Bank of America
North Carolina
-$16.8M
3
BlackRock
BlackRock
New York
-$4.69M
4
Morgan Stanley
Morgan Stanley
New York
-$4.22M
5
DCM
Dupont Capital Management
Delaware
-$3.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$8.46M +$17.3K +50 +0.2%
Prudential Financial
27
Prudential Financial
New Jersey
$7.93M +$1.89M +5,475 +35%
JP Morgan Chase
28
JP Morgan Chase
New York
$7.71M -$3M -8,682 -30%
TCIM
29
TIAA CREF Investment Management
New York
$7.58M -$249K -720 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$7.53M -$2.01M -5,816 -22%
SCP
31
Siena Capital Partners
Illinois
$7.13M -$519K -1,500 -7%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$7.01M -$104K -300 -2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$6.62M +$484K +1,400 +9%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$6.38M -$1.5M -4,345 -20%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$5.8M -$277K -800 -5%
BA
36
Boston Advisors
Massachusetts
$5.73M -$303K -878 -5%
RRAM
37
River Road Asset Management
Kentucky
$5.63M -$1.22M -3,525 -19%
BCM
38
Basswood Capital Management
New York
$5.6M – – –
TA
39
Teachers Advisors
New York
$5.3M +$23.2K +67 +0.5%
Renaissance Technologies
40
Renaissance Technologies
New York
$5.29M -$3.73M -10,800 -43%
PPA
41
Parametric Portfolio Associates
Washington
$5.26M +$1.34M +3,885 +38%
Federated Hermes
42
Federated Hermes
Pennsylvania
$5.16M +$421K +1,218 +10%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$4.91M -$631K -1,826 -12%
Bank of America
44
Bank of America
North Carolina
$4.63M -$16.8M -48,685 -80%
FTIOP
45
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.51M +$3.96M +11,443 +1,736%
Swiss National Bank
46
Swiss National Bank
Switzerland
$4.47M +$69.1K +200 +2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.13M -$22.1K -64 -0.6%
Truist Financial
48
Truist Financial
North Carolina
$4.06M – – –
RP
49
Reinhart Partners
Wisconsin
$3.29M +$96.8K +280 +3%
CCMH
50
Cornerstone Capital Management Holdings
New York
$3.21M -$1.73M -5,000 -37%
1
2
3 4 5

FCNCA Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2017, worth a combined $2.04B — up 11% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FCNCA and 9 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 41 added.

The largest buyer was Fidelity Investments, adding an estimated $49.2M. The largest seller was Wellington Management Group, cutting an estimated $35.3M.

  • 144 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2017, down from 145 in Q1 2017.
  • Funds reported $2.04B of First Citizens BancShares stock for Q2 2017, up 11% quarter-over-quarter.
  • 9 funds opened new First Citizens BancShares positions in Q2 2017 and 10 closed out, a net change of -1 holder.
  • The largest First Citizens BancShares buyer in Q2 2017 was Fidelity Investments, an estimated $49.2M added.
  • The largest First Citizens BancShares seller in Q2 2017 was Wellington Management Group, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2017.