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First Citizens BancShares
FCNCA

126 hedge funds and large institutions have $1.4B invested in First Citizens BancShares in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 125 → 126 (+1)

3% less capital invested

Capital invested by funds: $1.43B → $1.4B (-$36.8M)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
45
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.52M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.3M
3
Wells Fargo
Wells Fargo
California
+$3.14M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.58M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.45M

Top Sellers

1
GC
GMT Capital
Georgia
-$5.07M
2
HCM
Huber Capital Management
California
-$4.62M
3
Ameriprise
Ameriprise
Minnesota
-$2.75M
4
Goldman Sachs
Goldman Sachs
New York
-$2.7M
5
Bank of America
Bank of America
North Carolina
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$157K – – –
RA
102
Rational Advisors
New York
$156K +$149K +620 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$138K – – –
BlackRock
104
BlackRock
New York
$126K +$69.4K +289 +136%
BC
105
Bartlett & Co
Ohio
$100K – – –
PFS
106
Physicians Financial Services
North Carolina
$100K – – –
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K -$4.08K -17 -4%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$83.4K -$536K -2,232 -87%
Victory Capital Management
109
Victory Capital Management
Texas
$55K -$58.4K -243 -52%
RFC
110
Russell Frank Company
Washington
$55K – – –
Barclays
111
Barclays
United Kingdom
$50K +$48K +200 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$47K +$44.2K +184 +6,133%
EMG
113
ETF Managers Group
New Jersey
$36K +$25.7K +107 New
PFBT
114
Parkside Financial Bank & Trust
Missouri
$27K +$721 +3 +3%
US Bancorp
115
US Bancorp
Minnesota
$21K -$29.1K -121 -59%
Geode Capital Management
116
Geode Capital Management
Massachusetts
$16.2K +$1.13M +4,684 +8%
GWM
117
Geneos Wealth Management
Colorado
$9K +$9.61K +40 New
VCM
118
Versant Capital Management
Arizona
$6K – – –
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
DA
120
Denali Advisors
California
$3K – – –
SEI Investments
121
SEI Investments
Pennsylvania
$2K -$721 -3 -33%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.44K +6 New
TRCT
123
Tower Research Capital (TRC)
New York
$1K -$961 -4 -50%
TWA
124
TCI Wealth Advisors
Arizona
$1K – – –
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
2 3 4
5
6

FCNCA Hedge Fund Activity: Q1 2016 in Review

126 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2016, worth a combined $1.4B — down 2.6% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FCNCA positions and 12 closed out — a net gain of 1 holder — while 45 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.52M. The largest seller was GMT Capital, cutting an estimated $5.07M.

  • 126 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2016, up from 125 in Q4 2015.
  • Funds reported $1.4B of First Citizens BancShares stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 13 funds opened new First Citizens BancShares positions in Q1 2016 and 12 closed out, a net change of +1 holder.
  • The largest First Citizens BancShares buyer in Q1 2016 was Vanguard Group, an estimated $9.52M added.
  • The largest First Citizens BancShares seller in Q1 2016 was GMT Capital, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2016.