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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
WT
401
Washington Trust
Rhode Island
$1.95K -$743 -1 -33%
DI
402
Disciplined Investments
Oklahoma
$1.95K – – –
AAS
403
Ameritas Advisory Services
Nebraska
$1.02K +$743 +1 New
SFG
404
Steward Financial Group
Texas
$1K -$1.49K -2 -50%
AW
405
Avion Wealth
Texas
$1K +$1.49K +2 New
BWA
406
BDO Wealth Advisors
Florida
$974 – – –
Canada Pension Plan Investment Board
407
Canada Pension Plan Investment Board
Ontario, Canada
$973 -$64.7M -87,102 -100%
WT
408
Whittier Trust
California
$973 – – –
WWP
409
WR Wealth Planners
Missouri
$973 +$743 +1 New
Commonwealth Equity Services
410
Commonwealth Equity Services
Massachusetts
$310 -$15.6K -21 -6%
LPC
411
Lone Pine Capital
Connecticut
– -$133M -175,642 Closed
FTCM
412
Fir Tree Capital Management
New York
– -$27.5M -36,198 Closed
NC
413
Nitorum Capital
New York
– -$27.2M -35,866 Closed
CVA
414
Ceredex Value Advisors
Florida
– -$22.6M -29,749 Closed
HF
415
HRT Financial
New York
– -$16.4M -21,610 Closed
CPC
416
Cookson Peirce & Co
Pennsylvania
– -$15.4M -20,251 Closed
Natixis Advisors
417
Natixis Advisors
Massachusetts
– -$11.2M -14,768 Closed
Marshall Wace
418
Marshall Wace
United Kingdom
– -$10M -13,182 Closed
E
419
Ergoteles
New York
– -$9.4M -12,396 Closed
JFG
420
Jefferies Financial Group
New York
– -$9.32M -12,296 Closed
Renaissance Technologies
421
Renaissance Technologies
New York
– -$9.09M -11,986 Closed
PSAMP
422
P. Schoenfeld Asset Management (PSAM)
New York
– -$8.58M -11,313 Closed
WorldQuant Millennium Advisors
423
WorldQuant Millennium Advisors
New York
– -$6.4M -8,442 Closed
RIP
424
Rhino Investment Partners
Pennsylvania
– -$6.38M -8,418 Closed
BC
425
Brookfield Corp
Ontario, Canada
– -$4.5M -5,936 Closed
15 16
17
18 19

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.