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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
SF
101
Synovus Financial
Georgia
$178K +$41.8K +172 +32%
Creative Planning
102
Creative Planning
Kansas
$158K +$16.3K +67 +12%
TRCT
103
Tower Research Capital (TRC)
New York
$117K -$67.2K -277 -37%
BC
104
Bartlett & Co
Ohio
$101K – – –
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$95K +$27.4K +113 +43%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$55K -$4.13K -17 -7%
BlackRock
107
BlackRock
New York
$54K – – –
PCM
108
Prelude Capital Management
New York
$23K +$21.9K +90 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$17K -$13.6K -56 -46%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.8K +57 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4K +$9.69M +39,920 +777%
AAC
112
Asset Advisors Corp
Georgia
$8K +$7.77K +32 New
SEI Investments
113
SEI Investments
Pennsylvania
$5K +$3.4K +14 New
EFSCE
114
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.16K -13 -45%
DA
115
Denali Advisors
California
$2K – – –
TWA
116
TCI Wealth Advisors
Arizona
$1K – – –
Millennium Management
117
Millennium Management
New York
– -$3.16M -14,588 Closed
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
– -$2.39M -11,017 Closed
MCM
119
Matarin Capital Management
New York
– -$1.59M -7,349 Closed
CIP
120
Convergence Investment Partners
Florida
– -$1.59M -7,340 Closed
SCM
121
Stevens Capital Management
Pennsylvania
– -$1.57M -7,258 Closed
ARC
122
Absolute Return Capital
Massachusetts
– -$1.52M -7,007 Closed
PP
123
PDT Partners
New York
– -$1.4M -6,467 Closed
DIA
124
Denver Investment Advisors
Colorado
– -$1.26M -5,799 Closed
SH
125
Scepter Holdings
Texas
– -$1.11M -5,119 Closed
2 3 4
5
6

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.