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First Citizens BancShares

123 hedge funds and large institutions have $1.28B invested in First Citizens BancShares in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.19B → $1.28B (+$95.4M)

2% less funds holding

Funds holding: 126123 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
37
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$240K -$585K -2,508 -72%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$232K +$221K +948 New
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$221K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$180K -$23.3K -100 -12%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$161K -$8.87K -38 -5%
VFA
106
Virtus Fund Advisers
Connecticut
$158K +$150K +645 New
TRCT
107
Tower Research Capital (TRC)
New York
$153K +$117K +501 +411%
Creative Planning
108
Creative Planning
Kansas
$137K
SF
109
Synovus Financial
Georgia
$131K +$124K +533 New
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$123K
BC
111
Bartlett & Co
Ohio
$98K
BlackRock
112
BlackRock
New York
$81K -$285K -1,221 -79%
GSC
113
Ground Swell Capital
South Carolina
$74K +$70K +300 New
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$46K
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$44K -$382K -1,636 -90%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$16K +$467 +2 +3%
ACS
117
Archford Capital Strategies
Illinois
$7.59K
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$4K +$3.73K +16 New
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$3K +$2.57K +11 +367%
S
121
SignatureFD
Georgia
$2K
TWA
122
TCI Wealth Advisors
Arizona
$1K
PI
123
Putnam Investments
Massachusetts
-$3M -12,456 Closed
PCM
124
Piermont Capital Management
Missouri
-$1.8M -7,488 Closed
SCP
125
Seizert Capital Partners
Michigan
-$1.39M -5,775 Closed