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First Citizens BancShares

544 hedge funds and large institutions have $12.4B invested in First Citizens BancShares in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 33

19% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 163

10% more funds holding

Funds holding: 494544 (+50)

1% more capital invested

Capital invested by funds: $12.3B → $12.4B (+$159M)

0.97% less ownership

Funds ownership: 65.86%64.88% (-0.97%)

9% less call options, than puts

Call options by funds: $65.3M | Put options by funds: $72.1M

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
544
Holders Change
+50
Holders Change %
+10.12%
% of All Funds
7.93%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
93
Increased
194
Reduced
163
Closed
33
Calls
$65.3M
Puts
$72.1M
Net Calls
-$6.75M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$1.07M +$164K +117 +18%
EWP
277
Engrave Wealth Partners
Texas
$1.06M -$28.1K -20 -3%
Principal Financial Group
278
Principal Financial Group
Iowa
$1.04M -$265K -189 -20%
BHCM
279
Brevan Howard Capital Management
Jersey
$1.03M +$646K +460 +172%
CC
280
Corton Capital
Ontario, Canada
$1.02M +$1.01M +719 New
ECM
281
ExodusPoint Capital Management
New York
$1.01M -$19.9M -14,163 -95%
PAM
282
Panagora Asset Management
Massachusetts
$1.01M
MWA
283
Muirfield Wealth Advisors
North Carolina
$1M +$990K +705 New
VI
284
Versor Investments
New York
$995K +$984K +701 New
PAM
285
Paradigm Asset Management
New York
$993K
AIA
286
Affinity Investment Advisors
California
$990K +$1.4K +1 +0.1%
M&T Bank
287
M&T Bank
New York
$988K +$2.81K +2 +0.3%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$978K +$968K +689 New
CAN
289
Cetera Advisor Networks
California
$977K -$11.2K -8 -1%
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$969K -$16.9K -12 -2%
VPIM
291
Vanguard Personalized Indexing Management
California
$938K +$114K +81 +14%
US Bancorp
292
US Bancorp
Minnesota
$880K -$64.6K -46 -7%
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$880K -$281K -200 -24%
RJT
294
Raymond James Trust
Florida
$873K +$32.3K +23 +4%
PCM
295
Penserra Capital Management
California
$868K +$859K +612 New
FSA
296
Financial Security Advisor
Virginia
$864K +$1.4K +1 +0.2%
Massachusetts Financial Services
297
Massachusetts Financial Services
Massachusetts
$861K +$852K +607 New
SFFS
298
Stonehage Fleming Financial Services
Jersey
$861K -$59K -42 -6%
HIC
299
Holderness Investments Company
North Carolina
$860K
FFA
300
First Foundation Advisors
California
$858K +$850K +605 New

FCNCA Hedge Fund Activity: Q4 2023 in Review

544 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2023, worth a combined $12.4B — up 1.3% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new FCNCA positions and 33 closed out — a net gain of 60 holders — while 194 added to existing stakes and 163 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.2M. The largest seller was MFN Partners, cutting an estimated $186M.

  • 544 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2023, up from 494 in Q3 2023.
  • Funds reported $12.4B of First Citizens BancShares stock for Q4 2023, up 1.3% quarter-over-quarter.
  • 93 funds opened new First Citizens BancShares positions in Q4 2023 and 33 closed out, a net change of +60 holders.
  • The largest First Citizens BancShares buyer in Q4 2023 was Morgan Stanley, an estimated $85.2M added.
  • The largest First Citizens BancShares seller in Q4 2023 was MFN Partners, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2023.