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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
MIM
426
Merrion Investment Management
New Jersey
$264K
SCA
427
Snowden Capital Advisors
New York
$261K +$258K +184 New
Wolverine Trading
428
Wolverine Trading
Illinois
$260K -$570K -406 -69%
VA
429
Vident Advisory
Georgia
$257K +$254K +181 New
GAM
430
Gotham Asset Management
New York
$255K -$74.4K -53 -23%
FHC
431
First Heartland Consultants
Missouri
$250K
VCA
432
Verdence Capital Advisors
Maryland
$247K -$11.2K -8 -4%
DFCM
433
Dark Forest Capital Management
Puerto Rico
$245K -$673K -479 -73%
TCA
434
Transcend Capital Advisors
New Jersey
$244K -$2.81K -2 -1%
CMBA
435
C.M. Bidwell & Associates
Hawaii
$240K +$237K +169 New
QCG
436
Quadrant Capital Group
Ohio
$234K +$9.83K +7 +4%
BNP Paribas Asset Management
437
BNP Paribas Asset Management
France
$230K
PWS
438
Peterson Wealth Services
Utah
$229K +$226K +161 New
Envestnet Portfolio Solutions
439
Envestnet Portfolio Solutions
Illinois
$229K +$9.83K +7 +5%
OTL
440
Oak Thistle LLC
New York
$227K +$225K +160 New
COI
441
Connable Office Inc
Michigan
$223K -$105K -75 -32%
AT
442
American Trust
Kentucky
$223K -$47.7K -34 -18%
LA
443
LexAurum Advisors
Kansas
$221K
Federated Hermes
444
Federated Hermes
Pennsylvania
$217K +$136K +97 +173%
TAM
445
Tocqueville Asset Management
New York
$217K +$215K +153 New
PA
446
Profund Advisors
Maryland
$211K +$209K +149 New
MGP
447
Metis Global Partners
California
$204K -$42.1K -30 -17%
WCAMG
448
Woodard & Company Asset Management Group
North Carolina
$204K +$202K +144 New
AG
449
Algert Global
California
$200K +$198K +141 New
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$196K +$36.5K +26 +23%

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.