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First Citizens BancShares
FCNCA

116 hedge funds and large institutions have $1.32B invested in First Citizens BancShares in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.14B → $1.32B (+$188M)

3% more funds holding

Funds holding: 113 → 116 (+3)

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
34
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$24.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$9.69M
4
Norges Bank
Norges Bank
Norway
+$9.49M
5
BFC
Banc Funds Company
Illinois
+$8.01M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.9M
2
Bank of America
Bank of America
North Carolina
-$17M
3
Wells Fargo
Wells Fargo
California
-$15.9M
4
MCM
Maltese Capital Management
New York
-$6.51M
5
BIT
BlackRock Institutional Trust
California
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$1.48M – – –
First Trust Advisors
52
First Trust Advisors
Illinois
$1.46M +$238K +980 +20%
PPA
53
Parametric Portfolio Associates
Washington
$1.44M +$1.38M +5,696 New
CS
54
Credit Suisse
Switzerland
$1.41M +$434K +1,789 +47%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$1.4M -$2.43M -9,999 -64%
PAM
56
Panagora Asset Management
Massachusetts
$1.28M -$915K -3,769 -43%
AIG
57
American International Group
New York
$1.2M -$45.4K -187 -4%
SO
58
STRS Ohio
Ohio
$1.19M – – –
Citigroup
59
Citigroup
New York
$1.17M +$752K +3,099 +201%
SIC
60
Salem Investment Counselors
North Carolina
$1.08M – – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$1.04M – – –
BA
62
BlackRock Advisors
Delaware
$955K -$75K -309 -8%
HK
63
Horizon Kinetics
New York
$843K -$120K -494 -13%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$832K – – –
VOYA Investment Management
65
VOYA Investment Management
Georgia
$821K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$760K +$464K +1,913 +175%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$741K – – –
KBC Group
68
KBC Group
Belgium
$729K +$204K +842 +41%
UBS AM
69
UBS AM
Illinois
$723K +$194K +800 +39%
BG
70
BlackRock Group
United Kingdom
$647K +$184K +759 +42%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$641K +$616K +2,536 New
UBS Group
72
UBS Group
Switzerland
$632K +$607K +2,502 New
MC
73
Menta Capital
California
$609K -$483K -1,990 -45%
CF
74
CNA Financial
Illinois
$568K -$170K -700 -24%
AG
75
Aperio Group
California
$490K -$12.6K -52 -3%
1 2
3
4 5

FCNCA Hedge Fund Activity: Q4 2014 in Review

116 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2014, worth a combined $1.32B — up 16% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FCNCA positions and 13 closed out — a net gain of 4 holders — while 34 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Wellington Management Group, cutting an estimated $50.9M.

  • 116 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2014, up from 113 in Q3 2014.
  • Funds reported $1.32B of First Citizens BancShares stock for Q4 2014, up 16% quarter-over-quarter.
  • 17 funds opened new First Citizens BancShares positions in Q4 2014 and 13 closed out, a net change of +4 holders.
  • The largest First Citizens BancShares buyer in Q4 2014 was Fidelity Investments, an estimated $57.1M added.
  • The largest First Citizens BancShares seller in Q4 2014 was Wellington Management Group, an estimated $50.9M sold.

Based on aggregated 13F filings for Q4 2014.