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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$520K
BC
302
Burney Company
Virginia
$510K -$265K -229 -37%
LFAS
303
Level Four Advisory Services
Texas
$507K -$11.6K -10 -2%
PAG
304
Private Advisor Group
New Jersey
$506K +$414K +358 New
Twin Tree Management
305
Twin Tree Management
Texas
$499K -$3.46M -2,987 -88%
CS
306
Candriam SCA
Luxembourg
$498K +$449K +388 New
HF
307
HRT Financial
New York
$480K +$433K +374 New
HighTower Advisors
308
HighTower Advisors
Illinois
$479K +$184K +159 +75%
PFO
309
Pathstone Family Office
New Jersey
$477K -$1.16K -1 -0.3%
ONGA
310
O'Neil Global Advisors
California
$472K +$426K +368 New
APG Asset Management
311
APG Asset Management
Netherlands
$471K +$116K +100 +33%
AA
312
Ancora Advisors
Ohio
$466K -$110K -95 -21%
CNBT
313
Canandaigua National Bank & Trust
New York
$459K -$112K -97 -21%
SSWM
314
Smith Salley Wealth Management
North Carolina
$459K +$9.25K +8 +2%
KI
315
Kapitalo Investimentos
Brazil
$456K +$194K +168 +90%
AIM
316
Achmea Investment Management
Netherlands
$437K +$369K +319 +1,450%
CIM
317
Cambria Investment Management
California
$422K +$381K +329 New
FFM
318
Forum Financial Management
Illinois
$411K
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$408K +$16.2K +14 +5%
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$402K +$325K +281 +878%
O
321
Ossiam
France
$400K +$204K +176 +129%
MFG
322
Marmo Financial Group
Tennessee
$394K
SFA
323
Sequoia Financial Advisors
Ohio
$386K +$348K +301 New
DADC
324
D.A. Davidson & Co
Montana
$385K
BCV
325
Banque Cantonale Vaudoise
Switzerland
$385K +$347K +300 New

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.