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First Citizens BancShares

168 hedge funds and large institutions have $2.26B invested in First Citizens BancShares in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.1B → $2.26B (+$161M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.66% less ownership

Funds ownership: 49.08%48.41% (-0.66%)

5% less funds holding

Funds holding: 177168 (-9)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
168
Holders Change
-9
Holders Change %
-5.08%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
47
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$487M -$19M -43,458 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M -$396K -906 -0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$215M -$12M -27,533 -5%
BlackRock
4
BlackRock
New York
$157M -$9.54M -21,807 -6%
State Street
5
State Street
Massachusetts
$77.7M -$2.35M -5,381 -3%
Canada Life
6
Canada Life
Manitoba, Canada
$72.5M +$287K +655 +0.4%
Wells Fargo
7
Wells Fargo
California
$71.5M +$4.54M +10,371 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$65.3M -$5.28M -12,060 -8%
RA
9
Royce & Associates
New York
$56.8M -$7.26M -16,586 -12%
SFM
10
Systematic Financial Management
New Jersey
$50.9M -$475K -1,085 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.6M +$169K +386 +0.4%
FCBT
12
First Citizens Bank & Trust
North Carolina
$43.3M
Norges Bank
13
Norges Bank
Norway
$40.5M
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$40.3M -$1.92M -4,385 -5%
MAM
15
Martingale Asset Management
Massachusetts
$32.5M -$2.32M -5,301 -7%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$30.8M +$21M +47,941 +236%
Charles Schwab
17
Charles Schwab
California
$28.3M -$143K -327 -0.5%
Boston Partners
18
Boston Partners
Massachusetts
$23.9M -$14.2M -32,367 -38%
AQR Capital Management
19
AQR Capital Management
Connecticut
$23.7M +$2.96M +6,759 +15%
Northern Trust
20
Northern Trust
Illinois
$21.6M -$3.57M -8,160 -15%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$21.3M -$1.35M -3,079 -6%
Brown Advisory
22
Brown Advisory
Maryland
$17.1M -$228K -520 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16M -$604K -1,381 -4%
Goldman Sachs
24
Goldman Sachs
New York
$15.1M -$5.11M -11,681 -26%
EVM
25
Eaton Vance Management
Massachusetts
$15M +$14.5M +33,213 New

FCNCA Hedge Fund Activity: Q2 2019 in Review

168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2019, worth a combined $2.26B — up 7.7% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FCNCA and 10 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 47 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $21M. The largest seller was Millennium Management, cutting an estimated $22.6M.

  • 168 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2019, down from 177 in Q1 2019.
  • Funds reported $2.26B of First Citizens BancShares stock for Q2 2019, up 7.7% quarter-over-quarter.
  • 10 funds opened new First Citizens BancShares positions in Q2 2019 and 17 closed out, a net change of -7 holders.
  • The largest First Citizens BancShares buyer in Q2 2019 was Thrivent Financial for Lutherans, an estimated $21M added.
  • The largest First Citizens BancShares seller in Q2 2019 was Millennium Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2019.