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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
VF
126
Virtu Financial
New York
$676K -$1.16M -1,398 -64%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$675K – – –
SF
128
Synovus Financial
Georgia
$660K – – –
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$638K +$30.8K +37 +5%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$597K – – –
Creative Planning
131
Creative Planning
Kansas
$557K -$831 -1 -0.2%
PP
132
Palladium Partners
Virginia
$527K – – –
ProShare Advisors
133
ProShare Advisors
Maryland
$525K -$2.49K -3 -0.5%
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$523K – – –
SAM
135
Shell Asset Management
Netherlands
$511K -$16.6K -20 -3%
HIC
136
Holderness Investments Company
North Carolina
$511K – – –
EWA
137
Exencial Wealth Advisors
Oklahoma
$506K -$83.1K -100 -14%
IMRF
138
Illinois Municipal Retirement Fund
Illinois
$506K – – –
M&T Bank
139
M&T Bank
New York
$504K -$33.2K -40 -6%
GC
140
Guggenheim Capital
Illinois
$503K +$10.8K +13 +2%
SFFS
141
Stonehage Fleming Financial Services
Jersey
$499K – – –
Russell Investments Group
142
Russell Investments Group
United Kingdom
$497K -$361K -434 -42%
ONST
143
Old North State Trust
North Carolina
$468K – – –
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$440K – – –
HF
145
HRT Financial
New York
$437K +$431K +519 New
PFO
146
Pathstone Family Office
New Jersey
$435K +$29.1K +35 +7%
TSS
147
Two Sigma Securities
New York
$433K +$427K +514 New
TSWM
148
Triangle Securities Wealth Management
North Carolina
$426K -$20.8K -25 -5%
CCMINC
149
Cardinal Capital Management Inc (North Carolina)
North Carolina
$420K – – –
UBS Group
150
UBS Group
Switzerland
$417K -$4.77M -5,738 -92%
4 5
6
7 8

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.