We are live on ! Find out more
FCNCA icon

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
PFO
276
Pathstone Family Office
New Jersey
$374K -$142K -191 -33%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$370K +$2.23K +3 +0.8%
TI
278
Tidal Investments
Wisconsin
$351K +$268K +361 New
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$349K +$267K +359 New
AT
280
American Trust
Kentucky
$344K -$49.8K -67 -16%
SSWM
281
Smith Salley Wealth Management
North Carolina
$341K – – –
SAM
282
Shell Asset Management
Netherlands
$337K -$743 -1 -0.3%
MIM
283
MetLife Investment Management
New Jersey
$328K +$1.49K +2 +0.6%
PA
284
Profund Advisors
Maryland
$325K +$248K +334 New
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$319K -$24.5K -33 -9%
WG
286
Winton Group
United Kingdom
$315K -$429K -577 -64%
FFM
287
Forum Financial Management
Illinois
$311K – – –
Franklin Resources
288
Franklin Resources
California
$310K +$237K +319 New
VAS
289
Vestmark Advisory Solutions
Massachusetts
$307K -$8.91K -12 -4%
CT
290
Colonial Trust
South Carolina
$301K -$189K -255 -45%
MFG
291
Marmo Financial Group
Tennessee
$299K – – –
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$296K +$2.23K +3 +1%
DADC
293
D.A. Davidson & Co
Montana
$292K – – –
MW
294
MBL Wealth
North Carolina
$292K +$223K +300 New
Robeco Institutional Asset Management
295
Robeco Institutional Asset Management
Netherlands
$289K -$2.16M -2,903 -91%
OAM
296
Oppenheimer Asset Management
New York
$280K -$12.6K -17 -6%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$277K -$75K -101 -26%
VI
298
Vestcor Inc
New Brunswick, Canada
$277K – – –
Squarepoint
299
Squarepoint
New York
$271K -$4.42M -5,948 -96%
ONST
300
Old North State Trust
North Carolina
$271K -$134K -180 -39%
10 11
12
13 14

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.