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First Citizens BancShares
FCNCA

165 hedge funds and large institutions have $2.27B invested in First Citizens BancShares in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

9% more funds holding

Funds holding: 152 → 165 (+13)

3% more capital invested

Capital invested by funds: $2.21B → $2.27B (+$57.6M)

0.02% more ownership

Funds ownership: 49.89% → 49.91% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 60

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
40
Reduced
60
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.7M
2
Norges Bank
Norges Bank
Norway
+$15.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.74M
4
Morgan Stanley
Morgan Stanley
New York
+$3.35M
5
Canada Life
Canada Life
Manitoba, Canada
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.8M
2
Bank of America
Bank of America
North Carolina
-$4.33M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.98M
4
Charles Schwab
Charles Schwab
California
-$3.8M
5
Wells Fargo
Wells Fargo
California
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$263K – – –
AIP
127
Ameritas Investment Partners
Nebraska
$262K – – –
SF
128
Synovus Financial
Georgia
$261K – – –
Creative Planning
129
Creative Planning
Kansas
$258K – – –
JMPWA
130
JP Morgan Private Wealth Advisors
California
$258K +$269K +624 New
CAL
131
Capital Analysts LLC
Pennsylvania
$254K +$2.15K +5 +0.8%
HIC
132
Holderness Investments Company
North Carolina
$250K – – –
SCM
133
Sterling Capital Management
North Carolina
$248K – – –
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$239K -$129K -300 -34%
FWM
135
Frontier Wealth Management
Missouri
$221K +$230K +535 New
ZCA
136
Zeke Capital Advisors
Pennsylvania
$217K – – –
VF
137
Virtu Financial
New York
$214K +$223K +517 New
SSWM
138
Smith Salley Wealth Management
North Carolina
$207K – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$205K -$3.02K -7 -1%
CCMINC
140
Cardinal Capital Management Inc (North Carolina)
North Carolina
$205K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$186K – – –
SEI Investments
142
SEI Investments
Pennsylvania
$173K -$2.15K -5 -1%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$165K +$172K +400 New
BC
144
Bartlett & Co
Ohio
$165K – – –
FQ
145
First Quadrant
California
$155K +$162K +376 New
TVWM
146
Tower View Wealth Management
Wisconsin
$130K +$6.46K +15 +5%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K -$43.5K -101 -34%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$79K – – –
JA
149
JOYN Advisors
Georgia
$64K +$66.8K +155 New
WCAMG
150
Woodard & Company Asset Management Group
North Carolina
$60K – – –
3 4 5
6
7

FCNCA Hedge Fund Activity: Q1 2018 in Review

165 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2018, worth a combined $2.27B — up 2.6% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FCNCA positions and 9 closed out — a net gain of 14 holders — while 40 added to existing stakes and 60 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.7M. The largest seller was Fidelity Investments, cutting an estimated $22.8M.

  • 165 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2018, up from 152 in Q4 2017.
  • Funds reported $2.27B of First Citizens BancShares stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 23 funds opened new First Citizens BancShares positions in Q1 2018 and 9 closed out, a net change of +14 holders.
  • The largest First Citizens BancShares buyer in Q1 2018 was Wellington Management Group, an estimated $16.7M added.
  • The largest First Citizens BancShares seller in Q1 2018 was Fidelity Investments, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2018.