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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
CAM
451
Chesapeake Asset Management
New York
$3.85K
RFG
452
RFP Financial Group
Georgia
$3.85K
SN
453
Sittner & Nelson
Oregon
$3.85K
SIS
454
Sound Income Strategies
Florida
$3.85K
RTL
455
Red Tortoise LLC
Georgia
$3.85K +$3.47K +3 New
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$3K -$9.25K -8 -80%
DI
457
Disciplined Investments
Oklahoma
$2.57K
HI
458
Hoey Investments
Pennsylvania
$2.57K
WT
459
Washington Trust
Rhode Island
$2.57K
AWM
460
Atticus Wealth Management
Florida
$2.57K +$2.31K +2 New
LF
461
Lee Financial
Texas
$2.57K +$2.31K +2 New
AF
462
Allworth Financial
California
$1.28K -$11.6K -10 -91%
GJIA
463
Glass Jacobson Investment Advisors
Maryland
$1.28K +$1.16K +1 New
Canada Pension Plan Investment Board
464
Canada Pension Plan Investment Board
Ontario, Canada
$1.28K
WT
465
Whittier Trust
California
$1.28K
WWP
466
WR Wealth Planners
Missouri
$1.28K
GI
467
Gradient Investments
Minnesota
$1.28K +$1.16K +1 New
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$1.28K +$1.16K +1 New
BTI
469
Blue Trust Inc
Georgia
$1K -$72.9K -63 -98%
AW
470
Avion Wealth
Texas
$1K -$1.16K -1 -50%
FGAM
471
Financial Gravity Asset Management
Texas
$406 +$1.48M +1,283 New
RCMNY
472
Rubric Capital Management (New York)
New York
-$51.6M -53,058 Closed
SC
473
Shellback Capital
Massachusetts
-$34.1M -35,000 Closed
GGH
474
GCM Grosvenor Holdings
Illinois
-$32.8M -33,714 Closed
MAM
475
Martingale Asset Management
Massachusetts
-$31.1M -31,996 Closed

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.