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First Citizens BancShares

470 hedge funds and large institutions have $11.7B invested in First Citizens BancShares in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 52

28% more capital invested

Capital invested by funds: $9.13B → $11.7B (+$2.54B)

15% more funds holding

Funds holding: 409470 (+61)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

3.05% less ownership

Funds ownership: 70.47%67.42% (-3.1%)

26% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 164

27% less call options, than puts

Call options by funds: $117M | Put options by funds: $161M

Holders
470
Holders Change
+61
Holders Change %
+14.91%
% of All Funds
7.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.39%
New
113
Increased
122
Reduced
164
Closed
52
Calls
$117M
Puts
$161M
Net Calls
-$44.2M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Physicians Financial Services
North Carolina
$706K
QT
277
Quantamental Technologies
New York
$702K +$633K +547 New
NA
278
NewEdge Advisors
Louisiana
$685K -$50.9K -44 -8%
OIA
279
OneDigital Investment Advisors
Kansas
$678K +$611K +528 New
MCM
280
Mill Capital Management
North Carolina
$674K
WCM
281
Whitener Capital Management
North Carolina
$674K -$119K -103 -16%
CCM
282
Community Capital Management
Florida
$667K
X
283
Xponance
Pennsylvania
$664K -$150K -130 -20%
RJFSA
284
Raymond James Financial Services Advisors
Florida
$659K -$30.1K -26 -5%
SCA
285
Snowden Capital Advisors
New York
$653K -$106K -92 -15%
JF
286
Jump Financial
Illinois
$642K +$578K +500 New
KFP
287
KB Financial Partners
New Jersey
$625K +$563K +487 New
PFA
288
Pettinga Financial Advisors
Indiana
$622K
Mariner
289
Mariner
Kansas
$613K -$32.4K -28 -6%
Macquarie Group
290
Macquarie Group
Australia
$609K -$526K -455 -49%
TCM
291
Tandem Capital Management
New Jersey
$589K -$12.7K -11 -2%
Wolverine Trading
292
Wolverine Trading
Illinois
$586K +$532K +460 New
EWA
293
Exencial Wealth Advisors
Oklahoma
$585K +$5.78K +5 +1%
KPWS
294
Kestra Private Wealth Services
Texas
$583K -$198K -171 -27%
CCIA
295
Campbell & Co Investment Adviser
Maryland
$579K +$522K +451 New
GT
296
Greenleaf Trust
Michigan
$575K -$32.4K -28 -6%
WP
297
WealthSource Partners
California
$545K +$492K +425 New
SP
298
Symmetry Partners
Connecticut
$539K
PCA
299
Private Capital Advisors
Connecticut
$538K
BC
300
Bartlett & Co
Ohio
$520K

FCNCA Hedge Fund Activity: Q2 2023 in Review

470 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2023, worth a combined $11.7B — up 28% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FCNCA positions and 52 closed out — a net gain of 61 holders — while 122 added to existing stakes and 164 trimmed.

The largest buyer was MFN Partners, opening a new position worth an estimated $231M. The largest seller was Egerton Capital (UK), cutting an estimated $316M.

  • 470 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2023, up from 409 in Q1 2023.
  • Funds reported $11.7B of First Citizens BancShares stock for Q2 2023, up 28% quarter-over-quarter.
  • 113 funds opened new First Citizens BancShares positions in Q2 2023 and 52 closed out, a net change of +61 holders.
  • The largest First Citizens BancShares buyer in Q2 2023 was MFN Partners, an estimated $231M added.
  • The largest First Citizens BancShares seller in Q2 2023 was Egerton Capital (UK), an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.