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First Citizens BancShares

151 hedge funds and large institutions have $2.04B invested in First Citizens BancShares in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

5% more funds holding

Funds holding: 144151 (+7)

0% more capital invested

Capital invested by funds: $2.04B → $2.04B (+$1.5M)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.09% less ownership

Funds ownership: 49.73%49.64% (-0.09%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
47
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$221K +$6.08K +17 +3%
CAL
127
Capital Analysts LLC
Pennsylvania
$219K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$207K
HSBC Holdings
129
HSBC Holdings
United Kingdom
$204K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$188K -$80.5K -225 -31%
BC
131
Bartlett & Co
Ohio
$150K
Citigroup
132
Citigroup
New York
$143K -$15K -42 -10%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$115K -$5.01K -14 -4%
FIM
134
Foresters Investment Management
New York
$107K +$27.5K +77 +37%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$71K
PFBT
136
Parkside Financial Bank & Trust
Missouri
$37K -$1.79K -5 -5%
MAM
137
Meeder Asset Management
Ohio
$24K +$22.9K +64 New
SEI Investments
138
SEI Investments
Pennsylvania
$16K +$8.59K +24 +126%
GWM
139
Geneos Wealth Management
Colorado
$14K
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$10K
Loomis, Sayles & Company
141
Loomis, Sayles & Company
Massachusetts
$9K
VCM
142
Versant Capital Management
Arizona
$7K
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
AG
144
Advisor Group
Arizona
$5K +$716 +2 +18%
DA
145
Denali Advisors
California
$4K -$716 -2 -17%
IA
146
IFP Advisors
Florida
$2K
TWA
147
TCI Wealth Advisors
Arizona
$2K
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$2K
PA
149
Parallel Advisors
California
$1K
QI
150
QS Investors
New York
$1K