First Citizens BancShares
FCNCA
159 hedge funds and large institutions have $1.98B invested in First Citizens BancShares in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 6 closing their positions.
566% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $533K
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
50.74% more ownership
Funds ownership: 0% → 50.74% (+51%)
20% more capital invested
Capital invested by funds: $1.65B → $1.98B (+$331M)
17% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 47
13% more funds holding
Funds holding: 141 → 159 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$58.4M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.7M |
| 3 |
Morgan Stanley
New York
|
+$9.76M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.39M |
| 5 |
JP Morgan Chase
New York
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.9M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$38.3M |
| 3 |
APCM
Arbiter Partners Capital Management
New York
|
-$18.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $6K | – | – | – |
|
|
DA
152
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
153
SEI Investments
Oaks,
Pennsylvania
| $4K | – | – | – |
|
154
Parallax Volatility Advisers
San Francisco,
California
| $3K | – | – | – |
|
|
IA
155
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
TWA
156
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
|
WAM
157
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $2K | – | – | – |
|
158
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
GVT
159
Genesee Valley Trust
Pittsford,
New York
| $390 | -$28.4K | -87 | -7% |
|
160
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$437K | -1,488 | Closed |
|
161
Neuberger Berman Group
New York
| – | -$402K | -1,369 | Closed |
|
|
DC
162
Deere & Company
Moline,
Illinois
| – | -$294K | -999 | Closed |
|
163
Teacher Retirement System of Texas
Austin,
Texas
| – | -$223K | -758 | Closed |
|
|
TSS
164
Two Sigma Securities
New York
| – | -$213K | -725 | Closed |
|
165
SG Americas Securities
New York
| – | -$208K | -707 | Closed |
|
FCNCA Hedge Fund Activity: Q4 2016 in Review
159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2016, worth a combined $1.98B — up 20% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FCNCA positions and 6 closed out — a net gain of 19 holders — while 55 added to existing stakes and 47 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $58.4M. The largest seller was Fidelity Investments, cutting an estimated $80.9M.
- 159 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2016, up from 141 in Q3 2016.
- Funds reported $1.98B of First Citizens BancShares stock for Q4 2016, up 20% quarter-over-quarter.
- 25 funds opened new First Citizens BancShares positions in Q4 2016 and 6 closed out, a net change of +19 holders.
- The largest First Citizens BancShares buyer in Q4 2016 was Wellington Management Group, an estimated $58.4M added.
- The largest First Citizens BancShares seller in Q4 2016 was Fidelity Investments, an estimated $80.9M sold.
Based on aggregated 13F filings for Q4 2016.