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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
Bessemer Group
401
Bessemer Group
New Jersey
$86K
TFP
402
Tilia Fiduciary Partners
North Carolina
$86K
EWA
403
EverSource Wealth Advisors
Alabama
$83.4K -$59K -51 -44%
PA
404
Parallel Advisors
California
$80.9K
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$74.4K
GM
406
GeoWealth Management
Illinois
$59K +$53.2K +46 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$50.1K -$1.16K -1 -3%
GWM
408
Geneos Wealth Management
Colorado
$50.1K +$38.2K +33 +550%
CA
409
Clearstead Advisors
Ohio
$47.5K +$15K +13 +54%
BF
410
BOK Financial
Oklahoma
$46.2K -$20.8K -18 -33%
Federated Hermes
411
Federated Hermes
Pennsylvania
$44.9K +$40.5K +35 New
DWA
412
Dougherty Wealth Advisers
Minnesota
$39.8K +$35.9K +31 New
RTC
413
Riverview Trust Company
Washington
$38.5K
WTC
414
WhitTier Trust Company
Nevada
$38.5K
CP
415
Castleview Partners
Texas
$30.8K +$27.8K +24 New
ETC
416
Exchange Traded Concepts
Oklahoma
$30.8K +$27.8K +24 New
CFGS
417
Concourse Financial Group Securities
Alabama
$27K
FFA
418
Farther Finance Advisors
California
$27K +$2.31K +2 +11%
GBT
419
Grove Bank & Trust
Florida
$25.7K
BWA
420
BDO Wealth Advisors
Florida
$25.7K +$22K +19 +1,900%
FHA
421
First Horizon Advisors
Tennessee
$20.5K
LC
422
Lindbrook Capital
California
$19.3K +$3.47K +3 +25%
LOIP
423
Live Oak Investment Partners
Texas
$18K
PP
424
PFS Partners
New Jersey
$16.8K
VWM
425
Venturi Wealth Management
Texas
$15.4K

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.