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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 %
Baird Financial Group
401
Baird Financial Group
Wisconsin
$297K -$1.42K -1 -0.5%
WP
402
WealthShield Partners
North Carolina
$295K +$295K +208 New
AWM
403
Affinity Wealth Management
Delaware
$291K – – –
FIM
404
Freedom Investment Management
Connecticut
$291K -$29.8K -21 -9%
GWM
405
Greenwich Wealth Management
Connecticut
$290K – – –
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$290K +$25.5K +18 +10%
GS
407
GTS Securities
New York
$287K +$287K +202 New
HAI
408
Hennessy Advisors Inc
California
$284K -$851K -600 -75%
CTA
409
Colonial Trust Advisors
South Carolina
$284K – – –
TW
410
TritonPoint Wealth
Maryland
$284K +$284K +200 New
BL
411
Balentine LLC
Georgia
$282K +$22.7K +16 +9%
SAM
412
Smartleaf Asset Management
Massachusetts
$280K +$280K +195 New
MC
413
Machina Capital
France
$280K +$280K +197 New
SS
414
Simplicity Solutions
Minnesota
$278K +$31.2K +22 +13%
BFG
415
Bleakley Financial Group
New Jersey
$278K +$31.2K +22 +13%
IA
416
IFP Advisors
Florida
$277K +$56.8K +40 +26%
Vontobel Holding
417
Vontobel Holding
Switzerland
$272K -$18.4K -13 -6%
MIH
418
Meitav Investment House
Israel
$272K +$272K +189 New
GWANC
419
Guardian Wealth Advisors (North Carolina)
North Carolina
$271K – – –
HWM
420
HB Wealth Management
Georgia
$271K +$19.9K +14 +8%
HT
421
Headlands Technologies
Illinois
$271K +$196K +138 +260%
ASN
422
Advisory Services Network
Georgia
$265K +$265K +187 New
DWT
423
Dorsey & Whitney Trust
South Dakota
$265K -$2.84K -2 -1%
MIM
424
Merrion Investment Management
New Jersey
$264K – – –
SCA
425
Snowden Capital Advisors
New York
$261K +$261K +184 New
15 16
17
18 19