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First Citizens BancShares

218 hedge funds and large institutions have $4.26B invested in First Citizens BancShares in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $3.8B → $4.26B (+$455M)

6.37% more ownership

Funds ownership: 51.64%58.01% (+6.4%)

2% more funds holding

Funds holding: 213218 (+5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
3.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
26
Increased
74
Reduced
65
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$448M +$59.4M +69,714 +15%
BlackRock
2
BlackRock
New York
$435M +$164M +191,773 +58%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$398M -$21.5M -25,233 -5%
State Street
4
State Street
Massachusetts
$205M +$12.7M +14,846 +6%
Wells Fargo
5
Wells Fargo
California
$189M -$25.9M -30,428 -12%
AllianceBernstein
6
AllianceBernstein
Tennessee
$152M -$9.42M -11,048 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$141M -$13.1M -15,375 -8%
CVA
8
Ceredex Value Advisors
Florida
$126M +$76.4M +89,635 +144%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$125M -$2.19M -2,571 -2%
ECU
10
Egerton Capital (UK)
United Kingdom
$116M +$119M +138,970 New
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$113M +$23.3M +27,266 +25%
SCA
12
Southpoint Capital Advisors
New York
$99.9M +$17.1M +20,000 +20%
MGM
13
Miura Global Management
New York
$98.3M -$1.71M -2,000 -2%
SFM
14
Systematic Financial Management
New Jersey
$94.7M +$15.4M +18,117 +19%
FCBT
15
First Citizens Bank & Trust
North Carolina
$90.7M -$555K -651 -0.6%
Brown Advisory
16
Brown Advisory
Maryland
$83.5M +$85.5M +100,286 New
TCIM
17
TOMS Capital Investment Management
New York
$79.8M +$19.5M +22,920 +31%
NC
18
Nitorum Capital
New York
$76M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$75.8M -$1.66M -1,944 -2%
Invesco
20
Invesco
Georgia
$75.8M +$16.9M +19,852 +28%
Canada Life
21
Canada Life
Manitoba, Canada
$73.3M -$3.03M -3,558 -4%
RA
22
Royce & Associates
New York
$66M -$8.43M -9,883 -11%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$55M -$3.15M -3,692 -5%
Charles Schwab
24
Charles Schwab
California
$53.1M +$1.02M +1,200 +2%
Harris Associates
25
Harris Associates
Illinois
$48M -$21.3K -25 -0%

FCNCA Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2021, worth a combined $4.26B — up 12% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FCNCA positions and 21 closed out — a net gain of 5 holders — while 74 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Wells Fargo, cutting an estimated $25.9M.

  • 218 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2021, up from 213 in Q1 2021.
  • Funds reported $4.26B of First Citizens BancShares stock for Q2 2021, up 12% quarter-over-quarter.
  • 26 funds opened new First Citizens BancShares positions in Q2 2021 and 21 closed out, a net change of +5 holders.
  • The largest First Citizens BancShares buyer in Q2 2021 was BlackRock, an estimated $164M added.
  • The largest First Citizens BancShares seller in Q2 2021 was Wells Fargo, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2021.