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First Citizens BancShares
FCNCA

215 hedge funds and large institutions have $4.54B invested in First Citizens BancShares in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$286M)

3.14% more ownership

Funds ownership: 58.01% → 61.15% (+3.1%)

1% less funds holding

Funds holding: 218 → 215 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

51% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 92

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
17
Increased
45
Reduced
92
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$142M
2
ECU
Egerton Capital (UK)
United Kingdom
+$110M
3
Invesco
Invesco
Georgia
+$76.6M
4
Morgan Stanley
Morgan Stanley
New York
+$29.1M
5
TCIM
TOMS Capital Investment Management
New York
+$23.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
MGM
Miura Global Management
New York
-$10.8M
5
First Trust Advisors
First Trust Advisors
Illinois
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$8.45M -$375K -451 -4%
FTCM
52
Fir Tree Capital Management
New York
$8.26M – – –
Barclays
53
Barclays
United Kingdom
$7.59M -$2.95M -3,545 -28%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$7.33M +$412K +496 +6%
Rafferty Asset Management
55
Rafferty Asset Management
New York
$7.24M -$1.36M -1,634 -16%
CC
56
Cannell & Co
New York
$6.86M -$49.9K -60 -0.7%
AIM
57
Anchor Investment Management
South Carolina
$6.66M – – –
JAM
58
Jacobs Asset Management
New York
$6.32M – – –
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$6.13M -$85.6K -103 -1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$6.01M -$391K -471 -6%
HCM
61
Huber Capital Management
California
$6M -$332K -400 -5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$5.88M -$229K -276 -4%
FM
63
Family Management
New York
$5.36M +$50.7K +61 +1%
EC
64
EJF Capital
Virginia
$5.07M -$2.73M -3,283 -35%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$4.46M +$2.91M +3,496 +195%
CS
66
Credit Suisse
Switzerland
$4.43M +$60.7K +73 +1%
JP Morgan Chase
67
JP Morgan Chase
New York
$4.32M -$135K -163 -3%
CFA
68
Carroll Financial Associates
North Carolina
$4.1M -$183K -220 -4%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$3.48M -$5.26M -6,327 -61%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$3.3M -$72.3K -87 -2%
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$3.26M -$416K -500 -11%
EVM
72
Eaton Vance Management
Massachusetts
$3.24M -$17.5K -21 -0.5%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$3.06M +$69.8K +84 +2%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.01M -$66.5K -80 -2%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$2.95M -$166K -200 -5%
1 2
3
4 5

FCNCA Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2021, worth a combined $4.54B — up 6.7% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FCNCA and 17 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was Wells Fargo, cutting an estimated $52.2M.

  • 215 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2021, down from 218 in Q2 2021.
  • Funds reported $4.54B of First Citizens BancShares stock for Q3 2021, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Citizens BancShares positions in Q3 2021 and 19 closed out, a net change of -2 holders.
  • The largest First Citizens BancShares buyer in Q3 2021 was BlackRock, an estimated $142M added.
  • The largest First Citizens BancShares seller in Q3 2021 was Wells Fargo, an estimated $52.2M sold.

Based on aggregated 13F filings for Q3 2021.