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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
Swedbank
351
Swedbank
Sweden
$286K +$258K +223 New
GC
352
Guggenheim Capital
Illinois
$277K +$250K +216 New
VIM
353
Vinva Investment Management
Australia
$276K -$84.4K -73 -25%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$276K
TSWM
355
Triangle Securities Wealth Management
North Carolina
$275K -$254K -220 -51%
C
356
Covestor
United Kingdom
$267K +$84.4K +73 +54%
GWM
357
Greenwich Wealth Management
Connecticut
$265K -$69.4K -60 -23%
ET
358
Equitable Trust
Tennessee
$262K -$56.7K -49 -19%
AWM
359
Affinity Wealth Management
Delaware
$261K +$235K +203 New
AWM
360
Avior Wealth Management
Nebraska
$258K -$27.8K -24 -11%
CTA
361
Colonial Trust Advisors
South Carolina
$257K
UCFA
362
United Capital Financial Advisors
Texas
$257K +$231K +200 New
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$255K -$150K -130 -40%
FTDI
364
First Trust Direct Indexing
Massachusetts
$253K +$228K +197 New
CLOS
365
Compagnie Lombard Odier SCmA
Switzerland
$250K
I
366
InceptionR
California
$245K -$318K -275 -59%
ACA
367
Aptus Capital Advisors
Alabama
$245K +$221K +191 New
GWANC
368
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$221K +191 New
HWM
369
HB Wealth Management
Georgia
$244K +$220K +190 New
DWT
370
Dorsey & Whitney Trust
South Dakota
$240K +$216K +187 New
BFG
371
Bleakley Financial Group
New Jersey
$239K +$215K +186 New
MIM
372
Merrion Investment Management
New Jersey
$239K +$215K +186 New
SS
373
Simplicity Solutions
Minnesota
$239K +$215K +186 New
CCM
374
Coldstream Capital Management
Washington
$237K +$214K +185 New
TCA
375
Transcend Capital Advisors
New Jersey
$236K -$32.4K -28 -13%

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.