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First Citizens BancShares

126 hedge funds and large institutions have $1.19B invested in First Citizens BancShares in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $1.09B → $1.19B (+$94.7M)

2% less funds holding

Funds holding: 129126 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
48
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221M +$8.7M +38,700 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M +$130K +580 +0.1%
Bank of America
3
Bank of America
North Carolina
$78.2M -$252K -1,122 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.9M +$2.07M +9,184 +3%
BIT
5
BlackRock Institutional Trust
California
$61M +$3.49M +15,504 +7%
Canada Life
6
Canada Life
Manitoba, Canada
$44.3M +$608K +2,704 +1%
Wells Fargo
7
Wells Fargo
California
$40.7M -$5.4M -24,025 -12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.7M +$635K +2,824 +2%
HCM
9
Huber Capital Management
California
$34.3M +$154K +685 +0.5%
RA
10
Royce & Associates
New York
$31.8M
SFM
11
Systematic Financial Management
New Jersey
$24.5M +$755K +3,356 +3%
State Street
12
State Street
Massachusetts
$21.8M +$1.87M +8,296 +10%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$20.5M +$16.9M +75,100 +738%
Boston Partners
14
Boston Partners
Massachusetts
$16.8M -$41.6K -185 -0.3%
Ameriprise
15
Ameriprise
Minnesota
$16.1M +$46.1K +205 +0.3%
RRAM
16
River Road Asset Management
Kentucky
$15.6M -$178K -790 -1%
Norges Bank
17
Norges Bank
Norway
$14.5M
BFA
18
BlackRock Fund Advisors
California
$13.8M +$227K +1,010 +2%
SCM
19
Sterling Capital Management
North Carolina
$12M -$107K -477 -0.9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.5M +$1.09M +4,842 +12%
NI
21
Numeric Investors
Massachusetts
$10.3M -$200K -890 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$8.89M +$2.63M +11,703 +46%
MCM
23
Maltese Capital Management
New York
$8.86M -$10.3M -45,631 -55%
Northern Trust
24
Northern Trust
Illinois
$8.71M -$206K -914 -2%
Brown Advisory
25
Brown Advisory
Maryland
$8.61M -$880K -3,915 -10%