We are live on ! Find out more
FCNCA icon

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
AG
376
AIA Group
Hong Kong
$382K
TRCT
377
Tower Research Capital (TRC)
New York
$377K +$96.9K +69 +35%
MIM
378
MetLife Investment Management
New Jersey
$370K -$5.62K -4 -2%
DPAM
379
Degroof Petercam Asset Management
Belgium
$369K +$365K +260 New
SWS
380
SYSTM Wealth Solutions
Illinois
$369K
CCM
381
Coldstream Capital Management
Washington
$365K +$122K +87 +51%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$363K +$26.7K +19 +8%
S
383
SignatureFD
Georgia
$359K +$29.5K +21 +9%
QC
384
Quent Capital
New York
$354K +$14K +10 +4%
BEI
385
Benjamin Edwards Inc
Missouri
$352K +$39.3K +28 +13%
IC
386
IEQ Capital
California
$352K +$94.1K +67 +37%
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$352K +$4.21K +3 +1%
TSWM
388
Triangle Securities Wealth Management
North Carolina
$342K
NFG
389
Nations Financial Group
Iowa
$339K +$336K +239 New
EP
390
Eudaimonia Partners
Tennessee
$335K +$331K +236 New
AA
391
ALPS Advisors
Colorado
$333K -$21.1K -15 -6%
ONB
392
Old National Bancorp
Indiana
$331K +$327K +233 New
FBT
393
First Bank & Trust
South Dakota
$329K +$30.9K +22 +10%
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$322K -$14K -10 -4%
I
395
InceptionR
California
$319K -$142K -101 -31%
ACA
396
Aptus Capital Advisors
Alabama
$318K -$5.62K -4 -2%
VI
397
Vestcor Inc
New Brunswick, Canada
$315K -$2.81K -2 -0.9%
PL
398
Perpetual Ltd
Australia
$309K -$44.9K -32 -13%
WBC
399
Westpac Banking Corp
Australia
$309K -$44.9K -32 -13%
OAM
400
Oppenheimer Asset Management
New York
$309K -$1.4K -1 -0.5%

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.