We are live on ! Find out more
FCNCA icon

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
SWS
326
SYSTM Wealth Solutions
Illinois
$384K -$157K -136 -31%
BCM
327
Bayesian Capital Management
New York
$382K +$345K +298 New
VAS
328
Vestmark Advisory Solutions
Massachusetts
$381K -$20.8K -18 -6%
OAM
329
Oppenheimer Asset Management
New York
$379K +$8.1K +7 +2%
Commonwealth Equity Services
330
Commonwealth Equity Services
Massachusetts
$374K -$31.2K -27 -8%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$366K
VI
332
Vestcor Inc
New Brunswick, Canada
$361K -$4.63K -4 -1%
COI
333
Connable Office Inc
Michigan
$358K -$223K -193 -41%
ONST
334
Old North State Trust
North Carolina
$357K
TWM
335
TriaGen Wealth Management
California
$354K +$319K +276 New
CAM
336
Cresset Asset Management
Illinois
$352K +$317K +274 New
JSL
337
JT Stratford LLC
Georgia
$343K +$15K +13 +5%
Mercer Global Advisors
338
Mercer Global Advisors
Colorado
$341K -$190K -164 -38%
MIM
339
MetLife Investment Management
New Jersey
$340K -$83.3K -72 -21%
HT
340
Headlands Technologies
Illinois
$331K +$224K +194 +303%
Cetera Investment Advisers
341
Cetera Investment Advisers
Illinois
$317K -$154K -133 -35%
Baird Financial Group
342
Baird Financial Group
Wisconsin
$317K +$286K +247 New
AT
343
American Trust
Kentucky
$309K -$130K -112 -32%
S
344
SignatureFD
Georgia
$309K +$28.9K +25 +12%
QC
345
Quent Capital
New York
$307K +$1.16K +1 +0.4%
EP
346
Eudaimonia Partners
Tennessee
$303K -$1.16K -1 -0.4%
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$300K +$271K +234 New
GAM
348
Gotham Asset Management
New York
$299K -$396K -342 -59%
Aberdeen Group
349
Aberdeen Group
United Kingdom
$290K +$261K +226 New
FBT
350
First Bank & Trust
South Dakota
$287K -$18.5K -16 -7%

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.