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First Citizens BancShares

113 hedge funds and large institutions have $1.14B invested in First Citizens BancShares in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

8% less funds holding

Funds holding: 123113 (-10)

11% less capital invested

Capital invested by funds: $1.28B → $1.14B (-$143M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$281M +$26.9M +119,298 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$134M -$16.6M -73,505 -11%
Bank of America
3
Bank of America
North Carolina
$74.5M +$4.34M +19,239 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70.7M +$1.1M +4,878 +2%
Canada Life
5
Canada Life
Manitoba, Canada
$51M +$5.95M +26,329 +13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.9M +$3.56M +15,773 +9%
BIT
7
BlackRock Institutional Trust
California
$39.2M -$10.9M -48,427 -21%
Wells Fargo
8
Wells Fargo
California
$38M +$2.06M +9,136 +5%
RA
9
Royce & Associates
New York
$37.6M
BFA
10
BlackRock Fund Advisors
California
$35.9M -$1.9M -8,410 -5%
HCM
11
Huber Capital Management
California
$30.1M -$765K -3,386 -2%
State Street
12
State Street
Massachusetts
$28.2M -$708K -3,137 -2%
SFM
13
Systematic Financial Management
New Jersey
$21M +$1.96M +8,665 +10%
Northern Trust
14
Northern Trust
Illinois
$18.4M +$9.27M +41,071 +94%
Boston Partners
15
Boston Partners
Massachusetts
$15.6M +$544K +2,410 +3%
Ameriprise
16
Ameriprise
Minnesota
$14.8M +$2.01M +8,890 +15%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$13.2M -$2.12M -9,400 -13%
Norges Bank
18
Norges Bank
Norway
$13.1M -$13.6M -60,346 -50%
MCM
19
Maltese Capital Management
New York
$10.1M +$2.46M +10,900 +30%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.54M +$233K +1,032 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9M +$254K +1,125 +3%
RRAM
22
River Road Asset Management
Kentucky
$8.59M -$121K -534 -1%
Brown Advisory
23
Brown Advisory
Maryland
$7.58M -$67.7K -300 -0.9%
TCIM
24
TIAA CREF Investment Management
New York
$7.51M -$481K -2,131 -6%
GC
25
GMT Capital
Georgia
$6.93M