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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 %
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$484K +$79.5K +56 +20%
MLM
352
Mount Lucas Management
Pennsylvania
$484K +$484K +341 New
LFAS
353
Level Four Advisory Services
Texas
$481K – – –
APG Asset Management
354
APG Asset Management
Netherlands
$478K -$36K -28 -7%
DZ Bank
355
DZ Bank
Germany
$467K +$244K +172 +110%
NIP
356
Nicholas Investment Partners
California
$464K +$464K +327 New
OWA
357
One Wealth Advisors
California
$461K +$34.1K +24 +8%
FFM
358
Forum Financial Management
Illinois
$454K – – –
CIM
359
Cambria Investment Management
California
$448K +$51.1K +36 +13%
OA
360
Oracle Alpha
Ontario, Canada
$446K +$446K +314 New
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$440K +$119K +84 +37%
MFG
362
Marmo Financial Group
Tennessee
$436K – – –
Commonwealth Equity Services
363
Commonwealth Equity Services
Massachusetts
$434K +$2.85K +2 +0.7%
CWM
364
CIBC World Markets
New York
$427K +$427K +301 New
DADC
365
D.A. Davidson & Co
Montana
$426K – – –
JC
366
JCSD Capital
California
$426K +$142K +100 +50%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$419K -$17K -12 -4%
CAM
368
Cresset Asset Management
Illinois
$413K +$17K +12 +4%
MCM
369
MAI Capital Management
Ohio
$406K +$71K +50 +21%
TWM
370
TriaGen Wealth Management
California
$406K +$12.8K +9 +3%
O
371
Ossiam
France
$403K -$1.42K -1 -0.4%
LNC
372
Lincoln National Corp
Pennsylvania
$393K +$9.94K +7 +3%
MCM
373
Marathon Capital Management
Maryland
$390K +$170K +120 +77%
AG
374
AIA Group
Hong Kong
$382K – – –
TRCT
375
Tower Research Capital (TRC)
New York
$377K +$97.9K +69 +35%
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15
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