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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
MW
301
MBL Wealth
North Carolina
$851K
PL
302
Polianta Ltd
Jersey
$851K -$281K -200 -25%
Neuberger Berman Group
303
Neuberger Berman Group
New York
$840K -$678K -483 -45%
SG Americas Securities
304
SG Americas Securities
New York
$839K -$1.31M -935 -61%
AIM
305
Aigen Investment Management
New York
$817K -$118K -84 -13%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$806K +$798K +568 New
PFS
307
Physicians Financial Services
North Carolina
$780K
NA
308
NewEdge Advisors
Louisiana
$775K +$7.02K +5 +0.9%
SFA
309
Sequoia Financial Advisors
Ohio
$763K +$358K +255 +90%
TI
310
Tidal Investments
Wisconsin
$752K -$739K -526 -50%
X
311
Xponance
Pennsylvania
$751K -$26.7K -19 -3%
OIA
312
OneDigital Investment Advisors
Kansas
$751K -$4.21K -3 -0.6%
MCM
313
Mill Capital Management
North Carolina
$745K
GCM
314
Graham Capital Management
Connecticut
$741K -$1.12M -795 -60%
TFA
315
Toth Financial Advisory
Virginia
$738K +$730K +520 New
WCM
316
Whitener Capital Management
North Carolina
$738K
GC
317
Guggenheim Capital
Illinois
$715K +$708K +504 New
BCM
318
Bridgeway Capital Management
Texas
$709K -$4.91M -3,500 -88%
FRM
319
Fox Run Management
Connecticut
$691K +$684K +487 New
PFA
320
Pettinga Financial Advisors
Indiana
$688K
LCM
321
Laurion Capital Management
New York
$677K +$670K +477 New
TCM
322
Tandem Capital Management
New Jersey
$651K
HighTower Advisors
323
HighTower Advisors
Illinois
$650K +$59K +42 +10%
EWA
324
Exencial Wealth Advisors
Oklahoma
$650K
KPWS
325
Kestra Private Wealth Services
Texas
$640K +$1.4K +1 +0.2%

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.