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First Citizens BancShares

213 hedge funds and large institutions have $3.8B invested in First Citizens BancShares in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

55% more capital invested

Capital invested by funds: $2.45B → $3.8B (+$1.35B)

8% more funds holding

Funds holding: 198213 (+15)

3.19% more ownership

Funds ownership: 48.45%51.64% (+3.2%)

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

Holders
213
Holders Change
+15
Holders Change %
+7.58%
% of All Funds
3.74%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
51
Reduced
79
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$420M +$18.4M +25,408 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$391M +$6.74M +9,313 +2%
BlackRock
3
BlackRock
New York
$277M +$40.5M +55,936 +20%
Wells Fargo
4
Wells Fargo
California
$215M -$23.7M -32,752 -11%
State Street
5
State Street
Massachusetts
$194M +$73.9M +102,050 +79%
AllianceBernstein
6
AllianceBernstein
Tennessee
$161M -$12.9M -17,788 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$154M -$43.7M -60,378 -25%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$128M -$1.04M -1,433 -0.9%
MGM
9
Miura Global Management
New York
$100M +$39.1M +54,000 +82%
FCBT
10
First Citizens Bank & Trust
North Carolina
$91.6M -$985K -1,360 -1%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$90.3M +$14.3M +19,799 +22%
SCA
12
Southpoint Capital Advisors
New York
$83.6M +$72.4M +100,000 New
SFM
13
Systematic Financial Management
New Jersey
$79.9M -$1.21M -1,665 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$77.7M +$3.98M +5,499 +6%
NC
15
Nitorum Capital
New York
$76.3M -$235K -324 -0.4%
Canada Life
16
Canada Life
Manitoba, Canada
$76.1M -$24.6M -33,983 -27%
RA
17
Royce & Associates
New York
$74.5M -$8.44M -11,656 -12%
TCIM
18
TOMS Capital Investment Management
New York
$60.9M +$52.8M +72,900 New
Invesco
19
Invesco
Georgia
$59.5M +$43.4M +59,902 +530%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$58.3M +$50.5M +69,787 New
Charles Schwab
21
Charles Schwab
California
$52.3M +$841K +1,162 +2%
CVA
22
Ceredex Value Advisors
Florida
$52M +$1.74M +2,400 +4%
Harris Associates
23
Harris Associates
Illinois
$48.2M +$41.8M +57,665 New
ACM
24
Alua Capital Management
New York
$46M
Norges Bank
25
Norges Bank
Norway
$40.7M -$16.6M -22,927 -32%

FCNCA Hedge Fund Activity: Q1 2021 in Review

213 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2021, worth a combined $3.8B — up 55% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FCNCA positions and 27 closed out — a net gain of 16 holders — while 51 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $73.9M. The largest seller was Fidelity Investments, cutting an estimated $43.7M.

  • 213 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $3.8B of First Citizens BancShares stock for Q1 2021, up 55% quarter-over-quarter.
  • 43 funds opened new First Citizens BancShares positions in Q1 2021 and 27 closed out, a net change of +16 holders.
  • The largest First Citizens BancShares buyer in Q1 2021 was State Street, an estimated $73.9M added.
  • The largest First Citizens BancShares seller in Q1 2021 was Fidelity Investments, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2021.