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First Citizens BancShares

138 hedge funds and large institutions have $1.46B invested in First Citizens BancShares in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

10% more funds holding

Funds holding: 126138 (+12)

5% more capital invested

Capital invested by funds: $1.4B → $1.46B (+$65.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Smith Salley Wealth Management
North Carolina
$259K
CC
102
Cannell & Co
New York
$252K
WWM
103
Willingdon Wealth Management
North Carolina
$251K
ProShare Advisors
104
ProShare Advisors
Maryland
$249K -$14.3K -57 -6%
AB
105
Amalgamated Bank
New York
$225K -$252 -1 -0.1%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$221K +$131K +521 +157%
HCM
107
Highbridge Capital Management
New York
$210K +$205K +814 New
QI
108
QS Investors
New York
$207K -$629K -2,500 -76%
Pacer Advisors
109
Pacer Advisors
Pennsylvania
$206K +$200K +796 New
SF
110
Synovus Financial
Georgia
$183K
Creative Planning
111
Creative Planning
Kansas
$162K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$143K
Morgan Stanley
113
Morgan Stanley
New York
$118K -$56.6K -225 -33%
BC
114
Bartlett & Co
Ohio
$104K
PFS
115
Physicians Financial Services
North Carolina
$104K
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K +$1.51K +6 +2%
Victory Capital Management
117
Victory Capital Management
Texas
$102K +$43.5K +173 +78%
CHC
118
City Holding Co
West Virginia
$93K +$90.8K +361 New
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
$91K +$88.1K +350 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$77K +$75K +298 New
EA
121
Emerald Acquisition
Washington
$56K +$54.8K +218 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
$28K
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$14K +$13.8K +55 New
GWM
124
Geneos Wealth Management
Colorado
$10K
PCM
125
Penserra Capital Management
California
$10K +$3.02K +12 +48%