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First Citizens BancShares
FCNCA

Overview Fund Activity

540 hedge funds and large institutions have $12.4B invested in First Citizens BancShares in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 194 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+49
Holders Change %
+9.98%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
91
Increased
194
Reduced
162
Closed
32
Calls
$65.3M
Puts
$72.1M
Net Calls
-$6.75M
Net Calls Change
+$1.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$86.1M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$78M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$37M

Top Sellers

1
MP
MFN Partners
Massachusetts
-$188M
2
Citadel Advisors
Citadel Advisors
Florida
-$172M
3
SC
Sessa Capital
New York
-$95.6M
4
ACM
Alua Capital Management
New York
-$93.7M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$840K -$686K -483 -45%
SG Americas Securities
302
SG Americas Securities
New York
$839K -$1.33M -935 -61%
AIM
303
Aigen Investment Management
New York
$817K -$119K -84 -13%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$806K +$806K +568 New
PFS
305
Physicians Financial Services
North Carolina
$780K – – –
NA
306
NewEdge Advisors
Louisiana
$775K +$7.23K +5 +0.9%
SFA
307
Sequoia Financial Advisors
Ohio
$763K +$362K +255 +90%
TI
308
Tidal Investments
Wisconsin
$752K -$746K -526 -50%
X
309
Xponance
Pennsylvania
$751K -$27K -19 -3%
OIA
310
OneDigital Investment Advisors
Kansas
$751K -$4.26K -3 -0.6%
MCM
311
Mill Capital Management
North Carolina
$745K – – –
GCM
312
Graham Capital Management
Connecticut
$741K -$1.13M -795 -60%
TFA
313
Toth Financial Advisory
Virginia
$738K +$738K +520 New
WCM
314
Whitener Capital Management
North Carolina
$738K – – –
GC
315
Guggenheim Capital
Illinois
$715K +$715K +504 New
BCM
316
Bridgeway Capital Management
Texas
$709K -$4.97M -3,500 -88%
FRM
317
Fox Run Management
Connecticut
$691K +$691K +487 New
PFA
318
Pettinga Financial Advisors
Indiana
$688K – – –
LCM
319
Laurion Capital Management
New York
$677K +$677K +477 New
TCM
320
Tandem Capital Management
New Jersey
$651K – – –
HighTower Advisors
321
HighTower Advisors
Illinois
$650K +$59.3K +42 +10%
EWA
322
Exencial Wealth Advisors
Oklahoma
$650K – – –
KPWS
323
Kestra Private Wealth Services
Texas
$640K +$1.42K +1 +0.2%
SP
324
Symmetry Partners
Connecticut
$631K +$27.3K +19 +5%
PAS
325
Park Avenue Securities
New York
$629K +$229K +161 +57%
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