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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
BWM
326
BerganKDV Wealth Management
Minnesota
$12K
PP
327
PFS Partners
New Jersey
$10.4K
CFGS
328
Concourse Financial Group Securities
Alabama
$9K -$2.34K -3 -21%
JWA
329
JFS Wealth Advisors
Pennsylvania
$9K -$1.56K -2 -15%
VCM
330
Versant Capital Management
Arizona
$9K
TFS
331
TrustCore Financial Services
Tennessee
$9K +$8.59K +11 New
CTC
332
Central Trust Company
Missouri
$8K
CA
333
Crewe Advisors
Utah
$8K
HR
334
Howe & Rusling
New York
$8K
AF
335
Allworth Financial
California
$8K +$7.03K +9 +900%
RA
336
Rise Advisors
New York
$7K
OLVIG
337
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$7.03K +9 New
HNB
338
Huntington National Bank
Ohio
$6K
PFBT
339
Parkside Financial Bank & Trust
Missouri
$6K
GRP
340
Global Retirement Partners
California
$6K +$5.47K +7 New
PB
341
Pinnacle Bancorp
Nebraska
$5K -$1.56K -2 -25%
HIA
342
Harbor Investment Advisory
Maryland
$5K
SC
343
Schubert & Co
Texas
$5K +$2.34K +3 +100%
CFO
344
CVA Family Office
Colorado
$4K
EARNEST Partners
345
EARNEST Partners
Georgia
$4K
PTC
346
Private Trust Company
Ohio
$4K
ST
347
Sageworth Trust
Pennsylvania
$4K
CAL
348
Capital Advisors Ltd
Ohio
$4K +$1.56K +2 +67%
ARIS
349
Advanced Research Investment Solutions
California
$4K +$3.91K +5 New
GWM
350
Geneos Wealth Management
Colorado
$3K -$10.2K -13 -76%

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.