We are live on ! Find out more
FCNCA icon

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
PFA
151
Pettinga Financial Advisors
Indiana
$409K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$387K +$278K +335 +268%
CNC
153
Canandaigua National Corp
New York
$383K -$9.97K -12 -3%
FMT
154
First Mercantile Trust
Tennessee
$367K -$1.66K -2 -0.5%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$363K – – –
CAN
156
Cetera Advisor Networks
California
$358K +$352K +424 New
BCWM
157
Bartlett & Co Wealth Management
Ohio
$337K – – –
BC
158
Bartlett & Co
Ohio
$337K – – –
PFS
159
Physicians Financial Services
North Carolina
$337K – – –
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$337K +$25.8K +31 +8%
QT
161
Quantbot Technologies
New York
$337K +$332K +400 New
Marshall Wace
162
Marshall Wace
United Kingdom
$328K +$323K +389 New
Macquarie Group
163
Macquarie Group
Australia
$314K -$10.8K -13 -3%
UCFA
164
United Capital Financial Advisors
Texas
$304K – – –
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
$304K +$299K +360 New
UBV
166
United Bank (Virginia)
Virginia
$296K – – –
SSWM
167
Smith Salley Wealth Management
North Carolina
$295K – – –
Prudential Financial
168
Prudential Financial
New Jersey
$289K -$8.31K -10 -3%
JWCA
169
J.W. Cole Advisors
Florida
$278K +$274K +330 New
PSUF
170
People's United Financial
Connecticut
$265K – – –
CTA
171
Colonial Trust Advisors
South Carolina
$253K – – –
DADC
172
D.A. Davidson & Co
Montana
$253K – – –
BFM
173
Boothbay Fund Management
New York
$239K +$236K +284 New
ONB
174
Old National Bancorp
Indiana
$236K -$12.5K -15 -5%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$232K +$170K +205 +293%
5 6
7
8 9

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.