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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
BMSSC
401
B. Metzler seel. Sohn & Co
Germany
$305K
C
402
Covestor
United Kingdom
$297K +$28.1K +20 +11%
Baird Financial Group
403
Baird Financial Group
Wisconsin
$297K -$1.4K -1 -0.5%
WP
404
WealthShield Partners
North Carolina
$295K +$292K +208 New
AWM
405
Affinity Wealth Management
Delaware
$291K
FIM
406
Freedom Investment Management
Connecticut
$291K -$29.5K -21 -9%
GWM
407
Greenwich Wealth Management
Connecticut
$290K
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$290K +$25.3K +18 +10%
GS
409
GTS Securities
New York
$287K +$284K +202 New
HAI
410
Hennessy Advisors Inc
California
$284K -$843K -600 -75%
CTA
411
Colonial Trust Advisors
South Carolina
$284K
TW
412
TritonPoint Wealth
Maryland
$284K +$281K +200 New
BL
413
Balentine LLC
Georgia
$282K +$22.5K +16 +9%
SAM
414
Smartleaf Asset Management
Massachusetts
$280K +$274K +195 New
MC
415
Machina Capital
France
$280K +$277K +197 New
BFG
416
Bleakley Financial Group
New Jersey
$278K +$30.9K +22 +13%
SS
417
Simplicity Solutions
Minnesota
$278K +$30.9K +22 +13%
IA
418
IFP Advisors
Florida
$277K +$56.2K +40 +26%
Vontobel Holding
419
Vontobel Holding
Switzerland
$272K -$18.3K -13 -6%
MIH
420
Meitav Investment House
Israel
$272K +$265K +189 New
GWANC
421
Guardian Wealth Advisors (North Carolina)
North Carolina
$271K
HWM
422
HB Wealth Management
Georgia
$271K +$19.7K +14 +8%
HT
423
Headlands Technologies
Illinois
$271K +$194K +138 +260%
ASN
424
Advisory Services Network
Georgia
$265K +$263K +187 New
DWT
425
Dorsey & Whitney Trust
South Dakota
$265K -$2.81K -2 -1%

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.