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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
CFB
376
Cullen/Frost Bankers
Texas
$6.81K +$5.2K +7 New
HIA
377
Harbor Investment Advisory
Maryland
$5.84K – – –
PB
378
Pinnacle Bancorp
Nebraska
$5.84K – – –
GWM
379
Geneos Wealth Management
Colorado
$5.84K +$1.49K +2 +50%
GRP
380
Global Retirement Partners
California
$5K -$3.71K -5 -50%
JWA
381
JFS Wealth Advisors
Pennsylvania
$4.87K -$2.97K -4 -44%
EARNEST Partners
382
EARNEST Partners
Georgia
$4.87K – – –
PTC
383
Private Trust Company
Ohio
$4.87K – – –
HNB
384
Huntington National Bank
Ohio
$4.87K +$3.71K +5 New
ST
385
Sageworth Trust
Pennsylvania
$4.87K – – –
JWM
386
Janiczek Wealth Management
Colorado
$3.91K – – –
WTA
387
Washington Trust Advisors
Massachusetts
$3.89K – – –
STCOSD
388
Sageworth Trust Company of South Dakota
South Dakota
$3.89K – – –
UB
389
UMB Bank
Missouri
$3.89K – – –
PVH
390
Psagot Value Holdings
Israel
$3K +$2.23K +3 New
BIA
391
Bell Investment Advisors
California
$2.92K -$1.49K -2 -40%
HPC
392
HM Payson & Co
Maine
$2.92K +$2.23K +3 New
BAAM
393
Baker Avenue Asset Management
California
$2.92K – – –
GWS
394
Glassman Wealth Services
Virginia
$2.92K – – –
RFG
395
RFP Financial Group
Georgia
$2.92K – – –
SN
396
Sittner & Nelson
Oregon
$2.92K – – –
CAM
397
Chesapeake Asset Management
New York
$2.92K +$2.23K +3 New
SIS
398
Sound Income Strategies
Florida
$2.92K +$2.23K +3 New
SIC
399
SJS Investment Consulting
Ohio
$1.95K -$743 -1 -33%
HI
400
Hoey Investments
Pennsylvania
$1.95K +$1.49K +2 New
14 15
16
17 18

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.