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First Citizens BancShares
FCNCA

181 hedge funds and large institutions have $2.54B invested in First Citizens BancShares in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.22B → $2.54B (+$323M)

1.07% more ownership

Funds ownership: 50% → 51.07% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less funds holding

Funds holding: 194 → 181 (-13)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
181
Holders Change
-13
Holders Change %
-6.7%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
54
Reduced
76
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$43.9M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$30M
3
MAM
Martingale Asset Management
Massachusetts
+$23.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.9M
5
Marshall Wace
Marshall Wace
United Kingdom
+$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.1M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$14.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$10.9M
4
Norges Bank
Norges Bank
Norway
-$9.02M
5
MWNA
Marshall Wace North America
New York
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$563M +$12.1M +27,360 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$270M +$16.9M +38,299 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$266M -$2.16M -4,910 -0.8%
BlackRock
4
BlackRock
New York
$164M +$4.28M +9,699 +3%
Wells Fargo
5
Wells Fargo
California
$101M +$2.48M +5,618 +3%
Millennium Management
6
Millennium Management
New York
$90.2M +$43.9M +99,487 +100%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$86.2M -$1.45M -3,287 -2%
RA
8
Royce & Associates
New York
$67.7M -$1.07M -2,430 -2%
Canada Life
9
Canada Life
Manitoba, Canada
$67.7M +$260K +590 +0.4%
State Street
10
State Street
Massachusetts
$46.4M +$1.19M +2,699 +3%
SFM
11
Systematic Financial Management
New Jersey
$44.6M +$159K +360 +0.4%
FCBT
12
First Citizens Bank & Trust
North Carolina
$43.5M +$30M +68,003 +242%
Norges Bank
13
Norges Bank
Norway
$40.7M -$9.02M -20,464 -19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$39.9M -$710K -1,610 -2%
Boston Partners
15
Boston Partners
Massachusetts
$38.9M -$667K -1,514 -2%
MAM
16
Martingale Asset Management
Massachusetts
$36.6M +$23.1M +52,424 +184%
HCM
17
Huber Capital Management
California
$33.2M -$3.17M -7,186 -9%
Charles Schwab
18
Charles Schwab
California
$27.8M +$4.89M +11,086 +22%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$27.4M – – –
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$27.1M +$11.4M +25,925 +76%
Goldman Sachs
21
Goldman Sachs
New York
$25.8M -$4.77M -10,814 -16%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M -$90.4K -205 -0.5%
Northern Trust
23
Northern Trust
Illinois
$20.2M -$1.64M -3,730 -8%
Brown Advisory
24
Brown Advisory
Maryland
$18.2M -$22K -50 -0.1%
First Trust Advisors
25
First Trust Advisors
Illinois
$17.6M +$8.46M +19,186 +98%
1
2 3 4 5

FCNCA Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2018, worth a combined $2.54B — up 15% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FCNCA and 15 opened new positions — a net loss of 13 holders — while 76 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $43.9M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.

  • 181 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2018, down from 194 in Q2 2018.
  • Funds reported $2.54B of First Citizens BancShares stock for Q3 2018, up 15% quarter-over-quarter.
  • 15 funds opened new First Citizens BancShares positions in Q3 2018 and 28 closed out, a net change of -13 holders.
  • The largest First Citizens BancShares buyer in Q3 2018 was Millennium Management, an estimated $43.9M added.
  • The largest First Citizens BancShares seller in Q3 2018 was Morgan Stanley, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2018.