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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
BIA
351
Bell Investment Advisors
California
$3K
GWS
352
Glassman Wealth Services
Virginia
$3K
JWM
353
Janiczek Wealth Management
Colorado
$3K
STCOSD
354
Sageworth Trust Company of South Dakota
South Dakota
$3K
UB
355
UMB Bank
Missouri
$3K
DI
356
Disciplined Investments
Oklahoma
$3K +$781 +1 +33%
HI
357
Harbour Investments
Wisconsin
$2K
SN
358
Sittner & Nelson
Oregon
$2K
WT
359
Washington Trust
Rhode Island
$2K
AIP
360
Almanack Investment Partners
Pennsylvania
$2K +$1.56K +2 New
LF
361
Lee Financial
Texas
$2K +$1.56K +2 New
MCC
362
Money Concepts Capital
Florida
$2K +$1.56K +2 New
BWA
363
BDO Wealth Advisors
Florida
$1K
TSWM
364
Tyler-Stone Wealth Management
Ohio
$1K
WT
365
Whittier Trust
California
$1K
NC
366
NewSquare Capital
Pennsylvania
$1K +$781 +1 New
SIC
367
SJS Investment Consulting
Ohio
$1K +$781 +1 New
Citadel Advisors
368
Citadel Advisors
Florida
-$61.6M -78,904 Closed
Assenagon Asset Management
369
Assenagon Asset Management
Luxembourg
-$19.8M -30,346 Closed
AU
370
Algebris (UK)
United Kingdom
-$3.72M -5,695 Closed
NIG
371
NFJ Investment Group
Texas
-$2.37M -3,627 Closed
GCWM
372
Graham Capital Wealth Management
District of Columbia
-$1.9M -2,905 Closed
HCM
373
Hawkeye Capital Management
Florida
-$1.26M -1,934 Closed
D.E. Shaw & Co
374
D.E. Shaw & Co
New York
-$1.47M -1,884 Closed
VM
375
Venator Management
Pennsylvania
-$981K -1,500 Closed

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.