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First Citizens BancShares

113 hedge funds and large institutions have $1.43B invested in First Citizens BancShares in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

8% more capital invested

Capital invested by funds: $1.32B → $1.43B (+$108M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 116113 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
40
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$406K +$116K +468 +43%
PP
77
Palladium Partners
Virginia
$403K
LI
78
LMCG Investments
Massachusetts
$381K +$159K +642 +78%
Legal & General Group
79
Legal & General Group
United Kingdom
$366K +$81.5K +330 +30%
US Bancorp
80
US Bancorp
Minnesota
$355K
IMAS
81
ID Management A/S
Denmark
$312K
SSWM
82
Smith Salley Wealth Management
North Carolina
$312K
Allianz Asset Management
83
Allianz Asset Management
Germany
$311K +$296K +1,197 New
TSWM
84
Triangle Securities Wealth Management
North Carolina
$310K
GVT
85
Genesee Valley Trust
New York
$268K +$45.7K +185 +22%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$262K +$26.9K +109 +12%
MAM
87
Martingale Asset Management
Massachusetts
$260K
NV
88
Nair Vinay
$246K +$234K +947 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$244K +$26.7K +108 +13%
ARTA
90
A.R.T. Advisors
New York
$243K +$232K +938 New
Barclays
91
Barclays
United Kingdom
$234K -$162K -656 -42%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$234K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$231K -$4.2K -17 -2%
CC
94
Cannell & Co
New York
$227K +$216K +875 New
AIP
95
Ameritas Investment Partners
Nebraska
$220K +$209K +847 New
Prudential Financial
96
Prudential Financial
New Jersey
$219K +$209K +844 New
B
97
Barings
North Carolina
$200K +$190K +770 New
SF
98
Synovus Financial
Georgia
$183K
Creative Planning
99
Creative Planning
Kansas
$162K
TRCT
100
Tower Research Capital (TRC)
New York
$145K +$23.7K +96 +21%

FCNCA Hedge Fund Activity: Q1 2015 in Review

113 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2015, worth a combined $1.43B — up 8.1% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FCNCA and 13 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 40 added.

The largest buyer was State Street, adding an estimated $29.9M. The largest seller was Wellington Management Group, cutting an estimated $31.9M.

  • 113 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2015, down from 116 in Q4 2014.
  • Funds reported $1.43B of First Citizens BancShares stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 13 funds opened new First Citizens BancShares positions in Q1 2015 and 15 closed out, a net change of -2 holders.
  • The largest First Citizens BancShares buyer in Q1 2015 was State Street, an estimated $29.9M added.
  • The largest First Citizens BancShares seller in Q1 2015 was Wellington Management Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2015.