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First Citizens BancShares
FCNCA

183 hedge funds and large institutions have $2.01B invested in First Citizens BancShares in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 181 → 183 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.16% less ownership

Funds ownership: 51.07% → 49.91% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

21% less capital invested

Capital invested by funds: $2.54B → $2.01B (-$533M)

Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
55
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$20M
2
BCM
Basswood Capital Management
New York
+$14.2M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$6.47M
4
SFM
Systematic Financial Management
New Jersey
+$5.53M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$4.42M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.8M
2
Wells Fargo
Wells Fargo
California
-$33.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.4M
4
Millennium Management
Millennium Management
New York
-$14.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$428M -$45.8M -109,135 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M -$8.04M -19,133 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$208M -$19.4M -46,127 -8%
BlackRock
4
BlackRock
New York
$139M +$2.89M +6,880 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$69.8M -$2.27M -5,407 -3%
Millennium Management
6
Millennium Management
New York
$61.8M -$14.9M -35,386 -18%
State Street
7
State Street
Massachusetts
$56.7M +$20M +47,580 +46%
Canada Life
8
Canada Life
Manitoba, Canada
$55.8M +$1.46M +3,483 +2%
RA
9
Royce & Associates
New York
$55.1M -$1.51M -3,590 -2%
Wells Fargo
10
Wells Fargo
California
$54.5M -$33.2M -78,944 -35%
SFM
11
Systematic Financial Management
New Jersey
$42.2M +$5.53M +13,169 +13%
FCBT
12
First Citizens Bank & Trust
North Carolina
$36.2M -$55.9K -133 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35M +$1.93M +4,602 +5%
Norges Bank
14
Norges Bank
Norway
$33.9M – – –
Boston Partners
15
Boston Partners
Massachusetts
$31.4M -$1.22M -2,915 -3%
MAM
16
Martingale Asset Management
Massachusetts
$30M -$483K -1,149 -1%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$26.5M +$4.42M +10,514 +18%
Goldman Sachs
18
Goldman Sachs
New York
$24.7M +$3.59M +8,545 +15%
Charles Schwab
19
Charles Schwab
California
$22.8M -$473K -1,126 -2%
HCM
20
Huber Capital Management
California
$22.5M -$5.78M -13,763 -19%
BCM
21
Basswood Capital Management
New York
$18.5M +$14.2M +33,915 +226%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M -$235K -560 -1%
AQR Capital Management
23
AQR Capital Management
Connecticut
$16.7M +$3.97M +9,453 +27%
Northern Trust
24
Northern Trust
Illinois
$16.6M -$244K -580 -1%
Brown Advisory
25
Brown Advisory
Maryland
$14.5M -$660K -1,572 -4%
1
2 3 4 5

FCNCA Hedge Fund Activity: Q4 2018 in Review

183 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2018, worth a combined $2.01B — down 21% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FCNCA positions and 21 closed out — a net gain of 2 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was State Street, adding an estimated $20M. The largest seller was Fidelity Investments, cutting an estimated $45.8M.

  • 183 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2018, up from 181 in Q3 2018.
  • Funds reported $2.01B of First Citizens BancShares stock for Q4 2018, down 21% quarter-over-quarter.
  • 23 funds opened new First Citizens BancShares positions in Q4 2018 and 21 closed out, a net change of +2 holders.
  • The largest First Citizens BancShares buyer in Q4 2018 was State Street, an estimated $20M added.
  • The largest First Citizens BancShares seller in Q4 2018 was Fidelity Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q4 2018.