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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
FGAM
451
Financial Gravity Asset Management
Texas
– -$213 -758 Closed
Schroder Investment Management Group
452
Schroder Investment Management Group
United Kingdom
– -$475K -626 Closed
SSA
453
Schonfeld Strategic Advisors
New York
– -$460K -606 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
454
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$455K -600 Closed
CCIA
455
Campbell & Co Investment Adviser
Maryland
– -$397K -524 Closed
BNP Paribas Asset Management
456
BNP Paribas Asset Management
France
– -$353K -465 Closed
GCP
457
GSA Capital Partners
United Kingdom
– -$322K -425 Closed
ALAM
458
Asahi Life Asset Management
Japan
– -$296K -390 Closed
First Manhattan
459
First Manhattan
New York
– -$291K -384 Closed
AA
460
ALPS Advisors
Colorado
– -$285K -376 Closed
WC
461
Westhampton Capital
North Carolina
– -$281K -370 Closed
AWM
462
Affinity Wealth Management
Delaware
– -$267K -352 Closed
UCFA
463
United Capital Financial Advisors
Texas
– -$262K -346 Closed
BL
464
Balentine LLC
Georgia
– -$257K -339 Closed
KI
465
Kula Investments
Illinois
– -$227K -299 Closed
SWM
466
SeaCrest Wealth Management
New York
– -$221K -291 Closed
JCIA
467
Jackson Creek Investment Advisors
Colorado
– -$211K -278 Closed
WW
468
Waterfront Wealth
Kansas
– -$210K -272 Closed
Rockefeller Capital Management
469
Rockefeller Capital Management
New York
– -$94K -125 Closed
CMBA
470
C.M. Bidwell & Associates
Hawaii
– -$61.4K -81 Closed
3IP
471
3Chopt Investment Partners
Virginia
– -$41.7K -55 Closed
RFA
472
Resurgent Financial Advisors
Georgia
– -$34.9K -46 Closed
ST
473
Smithfield Trust
Pennsylvania
– -$12K -16 Closed
BWM
474
BerganKDV Wealth Management
Minnesota
– -$11.4K -15 Closed
RWMH
475
Riverpoint Wealth Management Holdings
Illinois
– -$10.9K -14 Closed
16 17 18
19
20

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.