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First Citizens BancShares
FCNCA

Overview Fund Activity

491 hedge funds and large institutions have $12.3B invested in First Citizens BancShares in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 177 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+23
Holders Change %
+4.91%
% of All Funds
7.83%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
61
Increased
153
Reduced
177
Closed
33
Calls
$103M
Puts
$111M
Net Calls
-$8.14M
Net Calls Change
+$36M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$142M
2
AQR Capital Management
AQR Capital Management
Connecticut
$53M
3
SC
Sculptor Capital
New York
$69M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$261M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.7M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$112M
2
Jane Street
Jane Street
New York
$13.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$211M
4
Charles Schwab
Charles Schwab
California
$75.3M
5
LP
LMR Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Community Capital Management
Florida
$635K -$82.8K -60 -12%
TCM
302
Tandem Capital Management
New Jersey
$633K – – –
EWA
303
Exencial Wealth Advisors
Oklahoma
$632K +$2.76K +2 +0.4%
KPWS
304
Kestra Private Wealth Services
Texas
$621K -$5.52K -4 -0.9%
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$611K +$179K +130 +42%
PCA
306
Private Capital Advisors
Connecticut
$606K +$27.6K +20 +5%
BMCM
307
Burns Matteson Capital Management
New York
$606K +$606K +439 New
GT
308
Greenleaf Trust
Michigan
$600K -$17.9K -13 -3%
Allspring Global Investments
309
Allspring Global Investments
North Carolina
$592K -$10.2M -7,421 -95%
WP
310
WealthSource Partners
California
$589K +$2.76K +2 +0.5%
SP
311
Symmetry Partners
Connecticut
$580K – – –
HighTower Advisors
312
HighTower Advisors
Illinois
$580K +$63.8K +46 +12%
BC
313
Bartlett & Co
Ohio
$559K – – –
BCWM
314
Bartlett & Co Wealth Management
Ohio
$559K – – –
APG Asset Management
315
APG Asset Management
Netherlands
$552K – – –
BC
316
Burney Company
Virginia
$549K – – –
RWM
317
Ritholtz Wealth Management
New York
$502K +$502K +364 New
AA
318
Ancora Advisors
Ohio
$501K – – –
PAG
319
Private Advisor Group
New Jersey
$497K +$2.76K +2 +0.6%
CM
320
Capula Management
Cayman Islands
$497K +$497K +360 New
CNBT
321
Canandaigua National Bank & Trust
New York
$490K -$4.14K -3 -0.8%
LFAS
322
Level Four Advisory Services
Texas
$468K -$77.3K -56 -14%
I
323
InceptionR
California
$450K +$186K +135 +71%
FFM
324
Forum Financial Management
Illinois
$442K – – –
AIM
325
Achmea Investment Management
Netherlands
$440K -$30.3K -22 -6%
11 12
13
14 15