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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
CNBT
351
Canandaigua National Bank & Trust
New York
$499K -$4.21K -3 -0.8%
PRC
352
Pearl River Capital
Michigan
$485K +$187K +133 +64%
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$484K +$78.6K +56 +20%
MLM
354
Mount Lucas Management
Pennsylvania
$484K +$479K +341 New
LFAS
355
Level Four Advisory Services
Texas
$481K
APG Asset Management
356
APG Asset Management
Netherlands
$478K -$39.3K -28 -7%
DZ Bank
357
DZ Bank
Germany
$467K +$242K +172 +110%
NIP
358
Nicholas Investment Partners
California
$464K +$459K +327 New
OWA
359
One Wealth Advisors
California
$461K +$33.7K +24 +8%
FFM
360
Forum Financial Management
Illinois
$454K
CIM
361
Cambria Investment Management
California
$448K +$50.6K +36 +13%
OA
362
Oracle Alpha
Ontario, Canada
$446K +$441K +314 New
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$440K +$118K +84 +37%
MFG
364
Marmo Financial Group
Tennessee
$436K
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$434K +$2.81K +2 +0.7%
CWM
366
CIBC World Markets
New York
$427K +$423K +301 New
DADC
367
D.A. Davidson & Co
Montana
$426K
JC
368
JCSD Capital
California
$426K +$140K +100 +50%
Capstone Investment Advisors
369
Capstone Investment Advisors
New York
$419K -$16.9K -12 -4%
CAM
370
Cresset Asset Management
Illinois
$413K +$16.9K +12 +4%
MCM
371
MAI Capital Management
Ohio
$406K +$70.2K +50 +21%
TWM
372
TriaGen Wealth Management
California
$406K +$12.6K +9 +3%
O
373
Ossiam
France
$403K -$1.4K -1 -0.4%
LNC
374
Lincoln National Corp
Pennsylvania
$393K +$9.83K +7 +3%
MCM
375
Marathon Capital Management
Maryland
$390K +$169K +120 +77%

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.