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First Citizens BancShares

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.

New
Increased
Maintained
Reduced
Closed

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: 141159 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
55
Reduced
47
Closed
6
Calls
$3.55M
Puts
$533K
Net Calls
+$3.02M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$473M -$80.9M -247,815 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M +$7.39M +22,630 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$156M +$58.4M +178,779 +69%
BFA
4
BlackRock Fund Advisors
California
$83.8M +$12.7M +38,755 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$78.4M +$3.38M +10,363 +5%
BIT
6
BlackRock Institutional Trust
California
$76.4M +$4.78M +14,626 +7%
RA
7
Royce & Associates
New York
$64.3M -$8.59M -26,300 -13%
Wells Fargo
8
Wells Fargo
California
$63.9M -$8.89M -27,230 -13%
Canada Life
9
Canada Life
Manitoba, Canada
$61.3M -$38.3M -117,138 -41%
Bank of America
10
Bank of America
North Carolina
$59.5M -$10.8M -33,017 -16%
HCM
11
Huber Capital Management
California
$53.1M +$947K +2,900 +2%
State Street
12
State Street
Massachusetts
$50.8M +$1.98M +6,051 +4%
Norges Bank
13
Norges Bank
Norway
$41.9M
Northern Trust
14
Northern Trust
Illinois
$34M +$456K +1,395 +1%
SFM
15
Systematic Financial Management
New Jersey
$30.2M +$608K +1,863 +2%
Boston Partners
16
Boston Partners
Massachusetts
$30.1M -$22.5K -69 -0.1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.5M +$598K +1,830 +3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$24.2M -$3.23M -9,901 -13%
PAM
19
Panagora Asset Management
Massachusetts
$18.8M +$3.62M +11,098 +26%
Charles Schwab
20
Charles Schwab
California
$17.4M +$648K +1,984 +4%
Ameriprise
21
Ameriprise
Minnesota
$17.2M -$390K -1,195 -2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M +$174K +534 +1%
Brown Advisory
23
Brown Advisory
Maryland
$15.1M -$209K -639 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.7M +$1.77M +5,419 +15%
JP Morgan Chase
25
JP Morgan Chase
New York
$13.1M +$5.91M +18,090 +96%

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.