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First Citizens BancShares
FCNCA

409 hedge funds and large institutions have $9.13B invested in First Citizens BancShares in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 100 increasing their positions, 150 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 9 → 23 (+14)

36% more capital invested

Capital invested by funds: $6.72B → $9.13B (+$2.41B)

30% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 77

16% more call options, than puts

Call options by funds: $218M | Put options by funds: $188M

4% more funds holding

Funds holding: 395 → 409 (+14)

3.24% more ownership

Funds ownership: 67.23% → 70.47% (+3.2%)

33% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 150

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
6.52%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.37%
New
100
Increased
100
Reduced
150
Closed
77
Calls
$218M
Puts
$188M
Net Calls
+$29.6M
Net Calls Change
+$48.1M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$146M
2
SC
Sessa Capital
New York
+$121M
3
Citadel Advisors
Citadel Advisors
Florida
+$104M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.7M
5
Coatue Management
Coatue Management
New York
+$96.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$148M
2
LPC
Lone Pine Capital
Connecticut
-$133M
3
ECU
Egerton Capital (UK)
United Kingdom
-$79.7M
4
ACM
Alua Capital Management
New York
-$71M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
251
Mariner
Kansas
$490K -$61.6K -83 -14%
TIM
252
Timelo Investment Management
Ontario, Canada
$487K +$371K +500 New
PFA
253
Pettinga Financial Advisors
Indiana
$472K – – –
KF
254
Krilogy Financial
Missouri
$468K -$16.3K -22 -4%
LS
255
Livforsakringsbolaget Skandia
Sweden
$467K -$594K -800 -63%
GT
256
Greenleaf Trust
Michigan
$463K -$7.43K -10 -2%
COI
257
Connable Office Inc
Michigan
$459K +$351K +472 New
TCM
258
Tandem Capital Management
New Jersey
$457K +$141K +190 +68%
I
259
InceptionR
California
$453K +$346K +466 New
AA
260
Ancora Advisors
Ohio
$446K +$340K +458 New
CNBT
261
Canandaigua National Bank & Trust
New York
$443K +$338K +455 New
EWA
262
Exencial Wealth Advisors
Oklahoma
$439K -$76.5K -103 -19%
Royal London Asset Management
263
Royal London Asset Management
United Kingdom
$435K +$332K +447 New
SWS
264
SYSTM Wealth Solutions
Illinois
$423K -$235K -317 -42%
TSWM
265
Triangle Securities Wealth Management
North Carolina
$422K – – –
Creative Planning
266
Creative Planning
Kansas
$416K -$126K -170 -28%
SP
267
Symmetry Partners
Connecticut
$409K – – –
PCA
268
Private Capital Advisors
Connecticut
$408K +$311K +419 New
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$402K -$8.17K -11 -2%
LFAS
270
Level Four Advisory Services
Texas
$394K -$1.98M -2,668 -87%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$394K – – –
BC
272
Bartlett & Co
Ohio
$394K – – –
IRC
273
Investors Research Corp
Georgia
$392K -$13.4K -18 -4%
MMA
274
Mizuho Markets Americas
New York
$378K +$288K +388 New
MMC
275
Mizuho Markets Cayman
Cayman Islands
$378K +$288K +388 New
9 10
11
12 13

FCNCA Hedge Fund Activity: Q1 2023 in Review

409 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2023, worth a combined $9.13B — up 36% from $6.72B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new FCNCA positions and 77 closed out — a net gain of 23 holders — while 100 added to existing stakes and 150 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $146M. The largest seller was Invesco, cutting an estimated $148M.

  • 409 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2023, up from 395 in Q4 2022.
  • Funds reported $9.13B of First Citizens BancShares stock for Q1 2023, up 36% quarter-over-quarter.
  • 100 funds opened new First Citizens BancShares positions in Q1 2023 and 77 closed out, a net change of +23 holders.
  • The largest First Citizens BancShares buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $146M added.
  • The largest First Citizens BancShares seller in Q1 2023 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.