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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
VIM
301
Vinva Investment Management
Australia
$271K +$215K +290 New
APG Asset Management
302
APG Asset Management
Netherlands
$269K -$495K -667 -69%
AWM
303
Alterna Wealth Management
Texas
$263K +$201K +270 New
GWM
304
Greenwich Wealth Management
Connecticut
$259K +$198K +266 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
305
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$254K +$194K +261 New
JSL
306
JT Stratford LLC
Georgia
$247K +$189K +254 New
ET
307
Equitable Trust
Tennessee
$246K -$55.7K -75 -23%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$243K -$519K -699 -74%
VM
309
Venator Management
Pennsylvania
$243K +$186K +250 New
FBT
310
First Bank & Trust
South Dakota
$234K -$23.8K -32 -12%
KAS
311
Kestra Advisory Services
Texas
$232K -$121K -163 -41%
QC
312
Quent Capital
New York
$232K +$1.49K +2 +0.8%
EP
313
Eudaimonia Partners
Tennessee
$231K +$176K +237 New
AWM
314
Avior Wealth Management
Nebraska
$219K +$167K +225 New
S
315
SignatureFD
Georgia
$210K -$21.5K -29 -12%
BMSSC
316
B. Metzler seel. Sohn & Co
Germany
$209K +$160K +215 New
HighTower Advisors
317
HighTower Advisors
Illinois
$209K +$158K +213 New
TCA
318
Transcend Capital Advisors
New Jersey
$206K +$157K +212 New
IC
319
IEQ Capital
California
$204K +$156K +210 New
CSS
320
Cubist Systematic Strategies
Connecticut
$195K -$2.01M -2,704 -93%
CTA
321
Colonial Trust Advisors
South Carolina
$195K – – –
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$190K -$26K -35 -15%
KI
323
Kapitalo Investimentos
Brazil
$182K +$94.3K +127 +212%
FA
324
Fortis Advisors
Pennsylvania
$146K – – –
QCG
325
Quadrant Capital Group
Ohio
$140K +$31.2K +42 +41%
11 12
13
14 15

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.