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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
SP
326
Symmetry Partners
Connecticut
$631K +$26.7K +19 +5%
PAS
327
Park Avenue Securities
New York
$629K +$226K +161 +57%
PCA
328
Private Capital Advisors
Connecticut
$623K
GT
329
Greenleaf Trust
Michigan
$617K
WP
330
WealthSource Partners
California
$609K +$2.81K +2 +0.5%
RWM
331
Ritholtz Wealth Management
New York
$607K +$89.9K +64 +18%
BMCM
332
Burns Matteson Capital Management
New York
$599K -$23.9K -17 -4%
VIM
333
Vinva Investment Management
Australia
$597K +$220K +157 +61%
JSL
334
JT Stratford LLC
Georgia
$596K +$184K +131 +45%
BCWM
335
Bartlett & Co Wealth Management
Ohio
$582K
BC
336
Bartlett & Co
Ohio
$582K
Voloridge Investment Management
337
Voloridge Investment Management
Florida
$576K -$21.8M -15,509 -97%
CCIA
338
Campbell & Co Investment Adviser
Maryland
$570K +$565K +402 New
TCOTS
339
Trust Company of the South
North Carolina
$568K +$562K +400 New
BC
340
Burney Company
Virginia
$564K
QIM
341
Quantitative Investment Management
Virginia
$564K +$559K +398 New
QT
342
Quantbot Technologies
New York
$558K +$552K +393 New
CS
343
Candriam SCA
Luxembourg
$546K -$223K -159 -29%
CB
344
Commerce Bank
Missouri
$538K +$264K +188 +98%
BAM
345
Blueshift Asset Management
New Jersey
$529K +$310K +221 +145%
KAS
346
Kestra Advisory Services
Texas
$523K +$518K +369 New
XT
347
XTX Topco
Cayman Islands
$515K -$465K -331 -48%
AA
348
Ancora Advisors
Ohio
$515K
HI
349
Handelsinvest Investeringsforvaltning
Denmark
$515K +$510K +363 New
PAG
350
Private Advisor Group
New Jersey
$508K -$2.81K -2 -0.6%

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.