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First Citizens BancShares

181 hedge funds and large institutions have $2.54B invested in First Citizens BancShares in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.22B → $2.54B (+$323M)

1.07% more ownership

Funds ownership: 50%51.07% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 194181 (-13)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
181
Holders Change
-13
Holders Change %
-6.7%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
54
Reduced
76
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$16.6M +$122K +276 +0.8%
Marshall Wace
27
Marshall Wace
United Kingdom
$15.8M +$15.4M +34,893 New
AQR Capital Management
28
AQR Capital Management
Connecticut
$15.8M -$1.13M -2,566 -7%
PAM
29
Panagora Asset Management
Massachusetts
$13.7M +$2.07M +4,692 +18%
Ameriprise
30
Ameriprise
Minnesota
$13M -$1.88M -4,270 -13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$12.1M -$49.4K -112 -0.4%
Bank of America
32
Bank of America
North Carolina
$11.6M +$581K +1,319 +5%
American Century Companies
33
American Century Companies
Missouri
$11.3M -$3.11M -7,053 -22%
EC
34
EJF Capital
Virginia
$10.9M +$10.6M +24,061 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$9.6M -$64.8K -147 -0.7%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$8.46M +$2.59M +5,879 +46%
JP Morgan Chase
37
JP Morgan Chase
New York
$8.35M -$10.9M -24,738 -57%
AL
38
AJO LP
Pennsylvania
$7.33M +$383K +868 +6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$7.24M -$488K -1,107 -6%
BCM
40
Basswood Capital Management
New York
$6.8M
GC
41
Guggenheim Capital
Illinois
$6.63M +$4.13M +9,375 +178%
RRAM
42
River Road Asset Management
Kentucky
$6.5M
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.18M -$44.1K -100 -0.7%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$5.81M -$15K -34 -0.3%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$5.76M -$2.38M -5,408 -30%
FTIOP
46
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.71M +$29.5K +67 +0.5%
PPA
47
Parametric Portfolio Associates
Washington
$5.52M -$275K -623 -5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$5.2M
MCM
49
Maltese Capital Management
New York
$5.16M +$1.28M +2,900 +34%
RP
50
Reinhart Partners
Wisconsin
$4.94M +$551K +1,249 +13%

FCNCA Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2018, worth a combined $2.54B — up 15% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FCNCA and 15 opened new positions — a net loss of 13 holders — while 76 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $43.9M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.

  • 181 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2018, down from 194 in Q2 2018.
  • Funds reported $2.54B of First Citizens BancShares stock for Q3 2018, up 15% quarter-over-quarter.
  • 15 funds opened new First Citizens BancShares positions in Q3 2018 and 28 closed out, a net change of -13 holders.
  • The largest First Citizens BancShares buyer in Q3 2018 was Millennium Management, an estimated $43.9M added.
  • The largest First Citizens BancShares seller in Q3 2018 was Morgan Stanley, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2018.