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First Citizens BancShares

181 hedge funds and large institutions have $2.54B invested in First Citizens BancShares in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.22B → $2.54B (+$323M)

1.07% more ownership

Funds ownership: 50%51.07% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 194181 (-13)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
181
Holders Change
-13
Holders Change %
-6.7%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
54
Reduced
76
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
126
STRS Ohio
Ohio
$366K -$123K -278 -26%
LP
127
LMR Partners
United Kingdom
$353K -$4.45M -10,084 -93%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$353K -$247K -560 -42%
JG
129
Jefferies Group
New York
$342K -$108K -244 -24%
WS
130
Wedbush Securities
California
$332K
RCAG
131
Rehmann Capital Advisory Group
Michigan
$328K -$66.1K -150 -17%
SEI Investments
132
SEI Investments
Pennsylvania
$327K +$33.5K +76 +12%
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$317K
NA
134
NewEdge Advisors
Louisiana
$313K +$305K +691 New
TSWM
135
Triangle Securities Wealth Management
North Carolina
$296K +$6.61K +15 +2%
LC
136
Loews Corp
New York
$287K
Creative Planning
137
Creative Planning
Kansas
$283K -$22K -50 -7%
HIC
138
Holderness Investments Company
North Carolina
$274K
SCM
139
Sterling Capital Management
North Carolina
$271K
CAL
140
Capital Analysts LLC
Pennsylvania
$254K +$3.09K +7 +1%
SAM
141
Silvercrest Asset Management
New York
$249K -$37.9K -86 -14%
Squarepoint
142
Squarepoint
New York
$242K -$7.08M -16,060 -97%
SF
143
Synovus Financial
Georgia
$241K -$44.1K -100 -16%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$233K
WG
145
Winton Group
United Kingdom
$232K +$226K +513 New
GH
146
GAM Holding
Switzerland
$232K +$227K +514 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$228K -$180K -408 -45%
CCMINC
148
Cardinal Capital Management Inc (North Carolina)
North Carolina
$225K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$207K
BCWM
150
Bartlett & Co Wealth Management
Ohio
$181K

FCNCA Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2018, worth a combined $2.54B — up 15% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FCNCA and 15 opened new positions — a net loss of 13 holders — while 76 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $43.9M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.

  • 181 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2018, down from 194 in Q2 2018.
  • Funds reported $2.54B of First Citizens BancShares stock for Q3 2018, up 15% quarter-over-quarter.
  • 15 funds opened new First Citizens BancShares positions in Q3 2018 and 28 closed out, a net change of -13 holders.
  • The largest First Citizens BancShares buyer in Q3 2018 was Millennium Management, an estimated $43.9M added.
  • The largest First Citizens BancShares seller in Q3 2018 was Morgan Stanley, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2018.