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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
VWM
451
Venturi Wealth Management
Texas
$187K +$169K +120 +1,000%
KI
452
Kapitalo Investimentos
Brazil
$186K -$36.5K -26 -17%
SIC
453
Salem Investment Counselors
North Carolina
$163K
CT
454
Colonial Trust
South Carolina
$162K
SOW
455
State of Wyoming
Wyoming
$162K +$94.1K +67 +143%
AIG
456
American International Group
New York
$142K -$4.21K -3 -3%
UM
457
UniSuper Management
Australia
$142K
PHK
458
Point72 Hong Kong
Hong Kong
$142K +$140K +100 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$139K -$2.81K -2 -2%
PI
460
PEAK6 Investments
Illinois
$133K -$271K -193 -67%
OAM
461
Ostrum Asset Management
France
$126K -$243K -173 -66%
DGAM
462
Desjardins Global Asset Management
Quebec, Canada
$121K +$16.9K +12 +16%
SAM
463
Shell Asset Management
Netherlands
$104K -$145K -103 -59%
SPIA
464
Steward Partners Investment Advisory
New York
$98.3K
CHC
465
City Holding Co
West Virginia
$95.1K +$94.1K +67 New
EWA
466
EverSource Wealth Advisors
Alabama
$93.7K +$1.4K +1 +2%
National Bank of Canada
467
National Bank of Canada
Quebec, Canada
$87.7K +$4.21K +3 +5%
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$87K +$87.1K +62 New
PA
469
Parallel Advisors
California
$86.6K -$1.4K -1 -2%
N
470
Natixis
France
$80.9K -$1.09M -778 -93%
WTG
471
West Tower Group
Virginia
$79.5K +$78.6K +56 New
AA
472
AlphaCentric Advisors
Puerto Rico
$75.2K +$74.4K +53 New
GM
473
GeoWealth Management
Illinois
$71K +$8.43K +6 +14%
ACM
474
Accent Capital Management
Ohio
$70.9K +$70.2K +50 New
BFEC
475
Benjamin F. Edwards & Company
Missouri
$65K +$64.6K +46 New

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.