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First Citizens BancShares
FCNCA

186 hedge funds and large institutions have $2.54B invested in First Citizens BancShares in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $2.32B → $2.54B (+$219M)

5% more funds holding

Funds holding: 177 → 186 (+9)

0.6% more ownership

Funds ownership: 48.39% → 48.99% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

28% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 69

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
50
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$18.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$18.4M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$7.37M
4
Marshall Wace
Marshall Wace
United Kingdom
+$6.13M
5
N
Natixis
France
+$4.53M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$47.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
3
State Street
State Street
Massachusetts
-$17.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.2M
5
Ameriprise
Ameriprise
Minnesota
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$483M -$21.6M -42,749 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$245M -$47.1M -93,087 -17%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$235M +$91.6K +181 +0%
BlackRock
4
BlackRock
New York
$189M +$443K +876 +0.2%
Canada Life
5
Canada Life
Manitoba, Canada
$94M +$1.64M +3,234 +2%
Wells Fargo
6
Wells Fargo
California
$86.8M -$2M -3,959 -2%
State Street
7
State Street
Massachusetts
$81.7M -$17.8M -35,172 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.4M -$1.02M -2,009 -1%
RA
9
Royce & Associates
New York
$61.1M -$2.46M -4,853 -4%
SFM
10
Systematic Financial Management
New Jersey
$60.3M -$127K -251 -0.2%
AQR Capital Management
11
AQR Capital Management
Connecticut
$59.6M +$18.9M +37,295 +50%
FCBT
12
First Citizens Bank & Trust
North Carolina
$58.6M +$7.37M +14,565 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51.9M +$40K +79 +0.1%
Norges Bank
14
Norges Bank
Norway
$46.6M -$528K -1,043 -1%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$41.6M +$18.4M +36,414 +87%
MAM
16
Martingale Asset Management
Massachusetts
$38.4M -$1.44M -2,851 -4%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$36.4M +$207K +410 +0.6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$35.9M +$726K +1,435 +2%
Charles Schwab
19
Charles Schwab
California
$35.6M +$549K +1,085 +2%
AL
20
AJO LP
Pennsylvania
$30.3M -$734K -1,451 -2%
Boston Partners
21
Boston Partners
Massachusetts
$27.8M +$48.6K +96 +0.2%
Northern Trust
22
Northern Trust
Illinois
$26.8M +$1.24M +2,445 +5%
EVM
23
Eaton Vance Management
Massachusetts
$25.1M +$3.95M +7,804 +20%
Brown Advisory
24
Brown Advisory
Maryland
$19.7M – – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19.2M +$1.46M +2,886 +9%
1
2 3 4 5

FCNCA Hedge Fund Activity: Q4 2019 in Review

186 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2019, worth a combined $2.54B — up 9.4% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FCNCA positions and 18 closed out — a net gain of 13 holders — while 50 added to existing stakes and 69 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $18.9M. The largest seller was Vanguard Group, cutting an estimated $47.1M.

  • 186 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2019, up from 177 in Q3 2019.
  • Funds reported $2.54B of First Citizens BancShares stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 31 funds opened new First Citizens BancShares positions in Q4 2019 and 18 closed out, a net change of +13 holders.
  • The largest First Citizens BancShares buyer in Q4 2019 was AQR Capital Management, an estimated $18.9M added.
  • The largest First Citizens BancShares seller in Q4 2019 was Vanguard Group, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2019.