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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
$180M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$224M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$324M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$65.5M

Top Sellers

1
MP
MFN Partners
Massachusetts
$92.7M
2
Citadel Advisors
Citadel Advisors
Florida
$140M
3
SC
Sessa Capital
New York
$154M
4
ACM
Alua Capital Management
New York
$210M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
501
Parkside Financial Bank & Trust
Missouri
$15.6K +$1.42K +1 +10%
CSC
502
Caldwell Sutter Capital
California
$14.2K – – –
FMP
503
Financial Management Professionals
Texas
$14K +$14K +10 New
RA
504
Rise Advisors
New York
$13K – – –
JWM
505
Janiczek Wealth Management
Colorado
$12.8K -$1.42K -1 -10%
OLVIG
506
Oliver Lagore Vanvalin Investment Group
Michigan
$12.8K – – –
AF
507
Allworth Financial
California
$12.8K +$2.84K +2 +29%
RIM
508
Rakuten Investment Management
Japan
$11.5K +$11.5K +8 New
HNB
509
Huntington National Bank
Ohio
$11.4K – – –
JWA
510
JFS Wealth Advisors
Pennsylvania
$11.4K – – –
BIA
511
Bell Investment Advisors
California
$11.4K – – –
ACA
512
Atlas Capital Advisors
Wyoming
$11.4K – – –
SWM
513
Spire Wealth Management
Virginia
$11.3K – – –
AT
514
Arlington Trust
Alabama
$9.93K +$9.93K +7 New
GRP
515
Global Retirement Partners
California
$9.66K – – –
HIA
516
Harbor Investment Advisory
Maryland
$8.51K – – –
LFG
517
Larson Financial Group
Missouri
$8.51K +$8.51K +6 New
BGAI
518
Bruce G. Allen Investments
Colorado
$8.51K +$8.51K +6 New
FWM
519
FSA Wealth Management
Massachusetts
$6K +$6K +4 New
GWS
520
Glassman Wealth Services
Virginia
$5.68K – – –
PTC
521
Private Trust Company
Ohio
$5.68K – – –
Jones Financial Companies
522
Jones Financial Companies
Missouri
$5.68K +$2.84K +2 +100%
PB
523
Pinnacle Bancorp
Nebraska
$4.26K – – –
SIC
524
SJS Investment Consulting
Ohio
$4.26K – – –
RTL
525
Red Tortoise LLC
Georgia
$4.26K – – –
19 20
21
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