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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 %
PCA
326
Private Capital Advisors
Connecticut
$623K – – –
GT
327
Greenleaf Trust
Michigan
$617K – – –
WP
328
WealthSource Partners
California
$609K +$2.84K +2 +0.5%
RWM
329
Ritholtz Wealth Management
New York
$607K +$90.8K +64 +18%
BMCM
330
Burns Matteson Capital Management
New York
$599K -$24.1K -17 -4%
VIM
331
Vinva Investment Management
Australia
$597K +$226K +157 +61%
JSL
332
JT Stratford LLC
Georgia
$596K +$186K +131 +45%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$582K – – –
BC
334
Bartlett & Co
Ohio
$582K – – –
Voloridge Investment Management
335
Voloridge Investment Management
Florida
$576K -$22M -15,509 -97%
CCIA
336
Campbell & Co Investment Adviser
Maryland
$570K +$570K +402 New
TCOTS
337
Trust Company of the South
North Carolina
$568K +$568K +400 New
BC
338
Burney Company
Virginia
$564K – – –
QIM
339
Quantitative Investment Management
Virginia
$564K +$564K +398 New
QT
340
Quantbot Technologies
New York
$558K +$558K +393 New
CS
341
Candriam SCA
Luxembourg
$546K -$226K -159 -29%
CB
342
Commerce Bank
Missouri
$538K +$267K +188 +98%
BAM
343
Blueshift Asset Management
New Jersey
$529K +$314K +221 +145%
KAS
344
Kestra Advisory Services
Texas
$523K +$523K +369 New
XT
345
XTX Topco
Cayman Islands
$515K -$470K -331 -48%
AA
346
Ancora Advisors
Ohio
$515K – – –
HI
347
Handelsinvest Investeringsforvaltning
Denmark
$515K +$515K +363 New
PAG
348
Private Advisor Group
New Jersey
$508K -$2.84K -2 -0.6%
CNBT
349
Canandaigua National Bank & Trust
New York
$499K -$4.26K -3 -0.8%
PRC
350
Pearl River Capital
Michigan
$485K +$189K +133 +64%
12 13
14
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