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First Citizens BancShares

138 hedge funds and large institutions have $1.46B invested in First Citizens BancShares in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

10% more funds holding

Funds holding: 126138 (+12)

5% more capital invested

Capital invested by funds: $1.4B → $1.46B (+$65.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$419M
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M +$5.83M +23,161 +4%
Canada Life
3
Canada Life
Manitoba, Canada
$73.1M +$2.06M +8,195 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$66.4M -$12.9M -51,469 -17%
RA
5
Royce & Associates
New York
$53.8M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.1M +$1.34M +5,345 +3%
Wells Fargo
7
Wells Fargo
California
$52.7M +$2.31M +9,181 +5%
Bank of America
8
Bank of America
North Carolina
$52M +$43.8K +174 +0.1%
BIT
9
BlackRock Institutional Trust
California
$50M +$100K +398 +0.2%
BFA
10
BlackRock Fund Advisors
California
$47.1M -$9.31K -37 -0%
HCM
11
Huber Capital Management
California
$39M -$1.33M -5,300 -3%
State Street
12
State Street
Massachusetts
$37.9M -$1.95M -7,733 -5%
Norges Bank
13
Norges Bank
Norway
$30.6M +$3.29M +13,068 +12%
SFM
14
Systematic Financial Management
New Jersey
$23.5M -$700K -2,782 -3%
Northern Trust
15
Northern Trust
Illinois
$22.7M +$92.1K +366 +0.4%
Boston Partners
16
Boston Partners
Massachusetts
$20.9M +$201K +797 +1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$20.2M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$17.4M +$613K +2,438 +4%
APCM
19
Arbiter Partners Capital Management
New York
$14.7M
Ameriprise
20
Ameriprise
Minnesota
$12.9M -$2.47M -9,805 -16%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$6.29K +25 +0.1%
Charles Schwab
22
Charles Schwab
California
$11.6M +$94.9K +377 +0.8%
Brown Advisory
23
Brown Advisory
Maryland
$11.5M +$41.5K +165 +0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.53M +$34.5K +137 +0.4%
GC
25
GMT Capital
Georgia
$8.99M -$2.72M -10,800 -24%