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First Citizens BancShares

367 hedge funds and large institutions have $7.75B invested in First Citizens BancShares in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $6.95B → $7.75B (+$795M)

7% more funds holding

Funds holding: 342367 (+25)

6.21% less ownership

Funds ownership: 71.18%64.97% (-6.2%)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

24% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $98.4M

Holders
367
Holders Change
+25
Holders Change %
+7.31%
% of All Funds
6.32%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.29%
New
63
Increased
95
Reduced
115
Closed
36
Calls
$75.3M
Puts
$98.4M
Net Calls
-$23.1M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$77K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$74K
O
303
Ossiam
France
$70K +$68.8K +88 New
Bessemer Group
304
Bessemer Group
New Jersey
$62K +$60.9K +78 New
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$61K -$5.47K -7 -8%
WFA
306
Wipfli Financial Advisors
Wisconsin
$57K +$56.3K +72 New
TFP
307
Tilia Fiduciary Partners
North Carolina
$55K
C
308
Covestor
United Kingdom
$51K +$35.9K +46 +256%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$49K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$49K +$3.13K +4 +7%
BTI
311
Blue Trust Inc
Georgia
$43K +$17.2K +22 +50%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$40K -$781 -1 -2%
TWA
313
TCI Wealth Advisors
Arizona
$39K
AAP
314
Arax Advisory Partners
Colorado
$37K +$1.56K +2 +5%
WTA
315
Washington Trust Advisors
Massachusetts
$31K +$27.3K +35 +875%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$27.3K -$11.9M -15,210 -32%
CA
317
Clearstead Advisors
Ohio
$26K
RTC
318
Riverview Trust Company
Washington
$24K
WTC
319
WhitTier Trust Company
Nevada
$24K
MAM
320
Meeder Asset Management
Ohio
$20K -$3.13K -4 -14%
AIM
321
Achmea Investment Management
Netherlands
$18K +$17.2K +22 New
FF
322
FourThought Financial
Florida
$14K
LC
323
Lindbrook Capital
California
$14K +$5.47K +7 +70%
SWM
324
Selective Wealth Management
Virginia
$14K +$14.1K +18 New
FHA
325
First Horizon Advisors
Tennessee
$13K

FCNCA Hedge Fund Activity: Q3 2022 in Review

367 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2022, worth a combined $7.75B — up 11% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FCNCA positions and 36 closed out — a net gain of 27 holders — while 95 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Wellington Management Group, cutting an estimated $219M.

  • 367 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2022, up from 342 in Q2 2022.
  • Funds reported $7.75B of First Citizens BancShares stock for Q3 2022, up 11% quarter-over-quarter.
  • 63 funds opened new First Citizens BancShares positions in Q3 2022 and 36 closed out, a net change of +27 holders.
  • The largest First Citizens BancShares buyer in Q3 2022 was Bank of America, an estimated $119M added.
  • The largest First Citizens BancShares seller in Q3 2022 was Wellington Management Group, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2022.