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First Citizens BancShares

164 hedge funds and large institutions have $1.48B invested in First Citizens BancShares in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.08% less ownership

Funds ownership: 48.99%46.91% (-2.1%)

12% less funds holding

Funds holding: 186164 (-22)

19% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 62

42% less capital invested

Capital invested by funds: $2.54B → $1.48B (-$1.06B)

48% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 40

Holders
164
Holders Change
-22
Holders Change %
-11.83%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
62
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$238M -$88.2M -190,382 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M -$735K -1,586 -0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M -$21.4M -46,277 -10%
BlackRock
4
BlackRock
New York
$114M -$4.92M -10,610 -3%
Wells Fargo
5
Wells Fargo
California
$63.2M +$12.4M +26,829 +16%
Canada Life
6
Canada Life
Manitoba, Canada
$62.5M +$3.35M +7,222 +4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$50.3M +$20M +43,173 +39%
State Street
8
State Street
Massachusetts
$48.1M -$4.21M -9,092 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$47.6M -$271K -585 -0.4%
RA
10
Royce & Associates
New York
$37.4M -$1.16M -2,500 -2%
FCBT
11
First Citizens Bank & Trust
North Carolina
$36.8M +$231K +498 +0.5%
SFM
12
Systematic Financial Management
New Jersey
$34.3M -$4.83M -10,429 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.8M +$493K +1,064 +1%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$31.4M +$12M +25,914 +38%
Norges Bank
15
Norges Bank
Norway
$28.2M -$1.35M -2,921 -3%
MAM
16
Martingale Asset Management
Massachusetts
$23.6M -$556K -1,201 -2%
Charles Schwab
17
Charles Schwab
California
$22.2M -$114K -247 -0.4%
Northern Trust
18
Northern Trust
Illinois
$17.2M +$651K +1,406 +3%
EVM
19
Eaton Vance Management
Massachusetts
$16.7M +$1.36M +2,935 +6%
Boston Partners
20
Boston Partners
Massachusetts
$16.5M -$1.07M -2,319 -4%
AL
21
AJO LP
Pennsylvania
$14.8M -$5.73M -12,366 -22%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$13.5M -$16.3M -35,198 -45%
Brown Advisory
23
Brown Advisory
Maryland
$12.3M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.7M -$415K -895 -2%
UBS AM
25
UBS AM
Illinois
$11.3M +$1.66M +3,587 +12%