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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
CF
76
CNA Financial
Illinois
$1.02M – – –
Legal & General Group
77
Legal & General Group
United Kingdom
$1M +$90.2K +261 +11%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$913K – – –
GC
79
GMT Capital
Georgia
$743K – – –
SB
80
Suntrust Banks
Georgia
$693K – – –
CC
81
Cannell & Co
New York
$615K +$233K +675 +69%
Axa
82
Axa
France
$596K -$622K -1,800 -53%
Eagle Capital Management (New York)
83
Eagle Capital Management (New York)
New York
$581K – – –
PP
84
Palladium Partners
Virginia
$578K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$573K – – –
AG
86
Aperio Group
California
$564K -$1.38K -4 -0.3%
B
87
Barings
North Carolina
$511K -$58.8K -170 -11%
UBS Group
88
UBS Group
Switzerland
$480K -$70.9K -205 -14%
Pacer Advisors
89
Pacer Advisors
Pennsylvania
$420K +$57.4K +166 +17%
OC
90
Oppenheimer & Co
New York
$410K – – –
HK
91
Horizon Kinetics
New York
$402K -$55.3K -160 -13%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$400K +$104K +300 +39%
Allianz Asset Management
93
Allianz Asset Management
Germany
$392K – – –
GVT
94
Genesee Valley Trust
New York
$389K -$17.3K -50 -5%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$385K +$254K +734 +245%
QSS
96
Quantitative Systematic Strategies
Florida
$384K +$355K +1,026 New
Barclays
97
Barclays
United Kingdom
$375K -$259K -748 -43%
SWP
98
Stratos Wealth Partners
Ohio
$373K – – –
WWM
99
Willingdon Wealth Management
North Carolina
$362K – – –
AB
100
Amalgamated Bank
New York
$354K -$1.38K -4 -0.4%
2 3
4
5 6

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.