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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
VCM
426
Versant Capital Management
Arizona
$14.1K
CWC
427
Carolinas Wealth Consulting
North Carolina
$12.8K +$11.6K +10 New
PFBT
428
Parkside Financial Bank & Trust
Missouri
$12.8K
CSC
429
Caldwell Sutter Capital
California
$12.8K
RA
430
Rise Advisors
New York
$11.7K
OLVIG
431
Oliver Lagore Vanvalin Investment Group
Michigan
$11.6K
SWM
432
Spire Wealth Management
Virginia
$10.3K -$2.31K -2 -20%
HNB
433
Huntington National Bank
Ohio
$10.3K +$3.47K +3 +60%
ACA
434
Atlas Capital Advisors
Wyoming
$10.3K +$9.25K +8 New
PVH
435
Psagot Value Holdings
Israel
$9K +$4.63K +4 +133%
JWA
436
JFS Wealth Advisors
Pennsylvania
$8.98K +$2.31K +2 +40%
BIA
437
Bell Investment Advisors
California
$8.98K +$4.63K +4 +133%
HIA
438
Harbor Investment Advisory
Maryland
$8.98K +$1.16K +1 +17%
FCAG
439
First Capital Advisors Group
New Jersey
$7.7K +$6.94K +6 New
MAM
440
Marquette Asset Management
Minnesota
$7.7K +$6.94K +6 New
EARNEST Partners
441
EARNEST Partners
Georgia
$6.42K
GRP
442
Global Retirement Partners
California
$6.42K
PTC
443
Private Trust Company
Ohio
$6.42K
UB
444
UMB Bank
Missouri
$6.42K +$1.16K +1 +25%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$6.42K +$5.78K +5 New
JWM
446
Janiczek Wealth Management
Colorado
$5.13K
GWS
447
Glassman Wealth Services
Virginia
$5.13K +$1.16K +1 +33%
SIC
448
SJS Investment Consulting
Ohio
$3.85K +$1.16K +1 +50%
PB
449
Pinnacle Bancorp
Nebraska
$3.85K -$3.47K -3 -50%
BAAM
450
Baker Avenue Asset Management
California
$3.85K

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.