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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$22K +$5.82K +7 +35%
CI Investments Inc
202
CI Investments Inc
Ontario, Canada
$13K – – –
VCM
203
Versant Capital Management
Arizona
$9K – – –
ACM
204
AUA Capital Management
Pennsylvania
$6K -$831 -1 -13%
DA
205
Denali Advisors
California
$6K – – –
BCA
206
Berman Capital Advisors
Georgia
$5K – – –
TWA
207
TCI Wealth Advisors
Arizona
$4K – – –
Federated Hermes
208
Federated Hermes
Pennsylvania
$3K -$831 -1 -25%
JWM
209
Janiczek Wealth Management
Colorado
$3K – – –
LC
210
Lindbrook Capital
California
$3K – – –
MAM
211
Meeder Asset Management
Ohio
$3K – – –
QCG
212
Quadrant Capital Group
Ohio
$3K – – –
WT
213
Washington Trust
Rhode Island
$3K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2K – – –
CA
215
Clearstead Advisors
Ohio
$1K – – –
BC
216
Brookfield Corp
Ontario, Canada
– -$2.97M -3,562 Closed
Two Sigma Investments
217
Two Sigma Investments
New York
– -$2.67M -3,200 Closed
EI
218
EAM Investors
California
– -$1.42M -1,708 Closed
KLC
219
Knowledge Leaders Capital
Colorado
– -$1.22M -1,466 Closed
Eagle Capital Management (New York)
220
Eagle Capital Management (New York)
New York
– -$1.05M -1,257 Closed
AFAS
221
Acorn Financial Advisory Services
Virginia
– -$1.04M -1,251 Closed
SSA
222
Schonfeld Strategic Advisors
New York
– -$994K -1,194 Closed
WG
223
Winton Group
United Kingdom
– -$656K -788 Closed
CSS
224
Cubist Systematic Strategies
Connecticut
– -$540K -649 Closed
MS
225
Maven Securities
Jersey
– -$508K -609 Closed
6 7 8
9
10

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.