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First Citizens BancShares

144 hedge funds and large institutions have $2.04B invested in First Citizens BancShares in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $1.84B → $2.04B (+$200M)

0.13% less ownership

Funds ownership: 49.87%49.73% (-0.13%)

1% less funds holding

Funds holding: 145144 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
41
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$515M +$49.2M +142,265 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$844K +2,442 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$205M -$35.3M -102,084 -16%
BlackRock
4
BlackRock
New York
$183M -$4.69M -13,578 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$83.9M -$485K -1,403 -0.6%
Wells Fargo
6
Wells Fargo
California
$78.2M +$5.01M +14,486 +7%
Canada Life
7
Canada Life
Manitoba, Canada
$66.2M +$1.5M +4,325 +2%
RA
8
Royce & Associates
New York
$63.2M
State Street
9
State Street
Massachusetts
$57.9M +$2.56M +7,414 +5%
Northern Trust
10
Northern Trust
Illinois
$34.8M -$689K -1,994 -2%
HCM
11
Huber Capital Management
California
$32.6M -$933K -2,700 -3%
Boston Partners
12
Boston Partners
Massachusetts
$32.4M +$990K +2,863 +3%
SFM
13
Systematic Financial Management
New Jersey
$30.5M +$17.3K +50 +0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.8M +$961K +2,779 +4%
Norges Bank
15
Norges Bank
Norway
$28.2M -$698K -2,018 -3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$26.1M +$673K +1,946 +3%
Charles Schwab
17
Charles Schwab
California
$24.8M +$1.67M +4,842 +8%
PAM
18
Panagora Asset Management
Massachusetts
$20.2M -$106K -308 -0.6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4M +$290K +839 +2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$17.9M +$1.6M +4,639 +11%
Ameriprise
21
Ameriprise
Minnesota
$16.6M +$2.78M +8,055 +22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.1M -$93K -269 -0.6%
Brown Advisory
23
Brown Advisory
Maryland
$15.8M -$15.9K -46 -0.1%
Goldman Sachs
24
Goldman Sachs
New York
$11.7M +$2.49M +7,217 +30%
Deutsche Bank
25
Deutsche Bank
Germany
$8.8M +$361K +1,044 +5%

FCNCA Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2017, worth a combined $2.04B — up 11% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FCNCA and 9 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 41 added.

The largest buyer was Fidelity Investments, adding an estimated $49.2M. The largest seller was Wellington Management Group, cutting an estimated $35.3M.

  • 144 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2017, down from 145 in Q1 2017.
  • Funds reported $2.04B of First Citizens BancShares stock for Q2 2017, up 11% quarter-over-quarter.
  • 9 funds opened new First Citizens BancShares positions in Q2 2017 and 10 closed out, a net change of -1 holder.
  • The largest First Citizens BancShares buyer in Q2 2017 was Fidelity Investments, an estimated $49.2M added.
  • The largest First Citizens BancShares seller in Q2 2017 was Wellington Management Group, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2017.