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First Citizens BancShares
FCNCA

409 hedge funds and large institutions have $9.13B invested in First Citizens BancShares in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 100 increasing their positions, 150 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 9 → 23 (+14)

36% more capital invested

Capital invested by funds: $6.72B → $9.13B (+$2.41B)

30% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 77

16% more call options, than puts

Call options by funds: $218M | Put options by funds: $188M

4% more funds holding

Funds holding: 395 → 409 (+14)

3.24% more ownership

Funds ownership: 67.23% → 70.47% (+3.2%)

33% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 150

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
6.52%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.37%
New
100
Increased
100
Reduced
150
Closed
77
Calls
$218M
Puts
$188M
Net Calls
+$29.6M
Net Calls Change
+$48.1M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$146M
2
SC
Sessa Capital
New York
+$121M
3
Citadel Advisors
Citadel Advisors
Florida
+$104M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.7M
5
Coatue Management
Coatue Management
New York
+$96.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$148M
2
LPC
Lone Pine Capital
Connecticut
-$133M
3
ECU
Egerton Capital (UK)
United Kingdom
-$79.7M
4
ACM
Alua Capital Management
New York
-$71M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$38.9K +$15.6K +21 +111%
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$31.1K – – –
RTC
353
Riverview Trust Company
Washington
$29.2K – – –
WTC
354
WhitTier Trust Company
Nevada
$29.2K – – –
CA
355
Clearstead Advisors
Ohio
$23.4K -$5.94K -8 -25%
AIM
356
Achmea Investment Management
Netherlands
$22K – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$20.4K +$8.17K +11 +110%
GBT
358
Grove Bank & Trust
Florida
$19.5K +$14.9K +20 New
FFA
359
Farther Finance Advisors
California
$18.5K -$2.23K -3 -14%
FHA
360
First Horizon Advisors
Tennessee
$15.6K – – –
PP
361
PFS Partners
New Jersey
$12.7K – – –
WP
362
WealthPLAN Partners
Nebraska
$11.7K +$8.91K +12 New
VWM
363
Venturi Wealth Management
Texas
$11.7K +$8.91K +12 New
LC
364
Lindbrook Capital
California
$11.7K +$1.49K +2 +20%
AF
365
Allworth Financial
California
$10.7K +$743 +1 +10%
VCM
366
Versant Capital Management
Arizona
$10.7K – – –
Jones Financial Companies
367
Jones Financial Companies
Missouri
$10.7K +$7.43K +10 +1,000%
Loomis, Sayles & Company
368
Loomis, Sayles & Company
Massachusetts
$10K +$7.43K +10 New
PFBT
369
Parkside Financial Bank & Trust
Missouri
$9.73K +$1.49K +2 +25%
CSC
370
Caldwell Sutter Capital
California
$9.73K – – –
SWM
371
Spire Wealth Management
Virginia
$9.73K +$7.43K +10 New
RA
372
Rise Advisors
New York
$8.89K – – –
OLVIG
373
Oliver Lagore Vanvalin Investment Group
Michigan
$8.76K – – –
BAM
374
Belpointe Asset Management
Nevada
$7.79K -$11.1K -15 -65%
EI
375
Ellevest Inc
New York
$6.81K +$4.46K +6 +600%
13 14
15
16 17

FCNCA Hedge Fund Activity: Q1 2023 in Review

409 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2023, worth a combined $9.13B — up 36% from $6.72B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new FCNCA positions and 77 closed out — a net gain of 23 holders — while 100 added to existing stakes and 150 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $146M. The largest seller was Invesco, cutting an estimated $148M.

  • 409 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2023, up from 395 in Q4 2022.
  • Funds reported $9.13B of First Citizens BancShares stock for Q1 2023, up 36% quarter-over-quarter.
  • 100 funds opened new First Citizens BancShares positions in Q1 2023 and 77 closed out, a net change of +23 holders.
  • The largest First Citizens BancShares buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $146M added.
  • The largest First Citizens BancShares seller in Q1 2023 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.