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First Citizens BancShares

242 hedge funds and large institutions have $4.56B invested in First Citizens BancShares in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 62 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 215242 (+27)

1.27% more ownership

Funds ownership: 61.15%62.42% (+1.3%)

0% more capital invested

Capital invested by funds: $4.54B → $4.56B (+$20.4M)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 80

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13.7M

Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
52
Increased
62
Reduced
80
Closed
22
Calls
Puts
$13.7M
Net Calls
-$13.7M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$623M +$47.6M +57,112 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$445M +$3.29M +3,945 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$377M +$5.98M +7,171 +2%
ECU
4
Egerton Capital (UK)
United Kingdom
$281M +$55.9M +66,997 +25%
State Street
5
State Street
Massachusetts
$217M +$13.6M +16,262 +7%
CVA
6
Ceredex Value Advisors
Florida
$148M +$6.37M +7,635 +4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$147M -$2.88M -3,451 -2%
Invesco
8
Invesco
Georgia
$145M -$7.58M -9,087 -5%
TCIM
9
TOMS Capital Investment Management
New York
$126M +$22.7M +27,175 +22%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$122M -$4.7M -5,638 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$118M -$4.12M -4,946 -3%
SFM
12
Systematic Financial Management
New Jersey
$104M +$7.71M +9,245 +8%
SCA
13
Southpoint Capital Advisors
New York
$104M -$8.34M -10,000 -7%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$101M -$701K -841 -0.7%
FCBT
15
First Citizens Bank & Trust
North Carolina
$88.1M -$49.2K -59 -0.1%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$83.4M +$83.8M +100,487 New
Brown Advisory
17
Brown Advisory
Maryland
$82.6M -$111K -133 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$76.9M +$1.44M +1,726 +2%
MGM
19
Miura Global Management
New York
$66.4M -$20.8M -25,000 -24%
NC
20
Nitorum Capital
New York
$64.7M -$11.1M -13,358 -15%
RA
21
Royce & Associates
New York
$56.4M -$3.28M -3,929 -5%
Charles Schwab
22
Charles Schwab
California
$54.8M +$1.34M +1,609 +2%
DKCM
23
Davidson Kempner Capital Management
New York
$49.7M +$29.8M +35,777 +147%
Harris Associates
24
Harris Associates
Illinois
$47.9M +$136K +163 +0.3%
EC
25
Eminence Capital
New York
$47.8M +$48M +57,600 New

FCNCA Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2021, worth a combined $4.56B — up 0.45% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FCNCA positions and 22 closed out — a net gain of 30 holders — while 62 added to existing stakes and 80 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $55.9M. The largest seller was Wells Fargo, cutting an estimated $132M.

  • 242 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $4.56B of First Citizens BancShares stock for Q4 2021, up 0.45% quarter-over-quarter.
  • 52 funds opened new First Citizens BancShares positions in Q4 2021 and 22 closed out, a net change of +30 holders.
  • The largest First Citizens BancShares buyer in Q4 2021 was Egerton Capital (UK), an estimated $55.9M added.
  • The largest First Citizens BancShares seller in Q4 2021 was Wells Fargo, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.