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First Citizens BancShares

557 hedge funds and large institutions have $14.5B invested in First Citizens BancShares in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $179M | Put options by funds: $121M

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

16% more capital invested

Capital invested by funds: $12.4B → $14.5B (+$2.02B)

2% more funds holding

Funds holding: 544557 (+13)

0.64% more ownership

Funds ownership: 64.88%65.52% (+0.64%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

12% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 197

Holders
557
Holders Change
+13
Holders Change %
+2.39%
% of All Funds
8.02%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
79
Increased
174
Reduced
197
Closed
58
Calls
$179M
Puts
$121M
Net Calls
+$57.6M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$112M -$87.5M -58,193 -46%
SFM
27
Systematic Financial Management
New Jersey
$108M -$3.62M -2,406 -4%
Northern Trust
28
Northern Trust
Illinois
$107M -$5.76M -3,829 -6%
GC
29
Gobi Capital
California
$99.8M
RP
30
Reinhart Partners
Wisconsin
$95.8M +$2.68M +1,780 +3%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$89.8M -$3.46M -2,301 -4%
CVA
32
Ceredex Value Advisors
Florida
$77M -$526K -350 -0.7%
Charles Schwab
33
Charles Schwab
California
$72.2M -$15.3M -10,199 -19%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$71.9M -$8.64M -5,743 -12%
AQR Capital Management
35
AQR Capital Management
Connecticut
$69.2M +$26.3M +17,472 +70%
Legal & General Group
36
Legal & General Group
United Kingdom
$68.8M -$2.06M -1,369 -3%
Alyeska Investment Group
37
Alyeska Investment Group
Illinois
$63M +$34.9M +23,219 +151%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$61.9M -$12.5M -8,300 -18%
TSW
39
Thompson Siegel & Walmsley
Virginia
$56.9M +$4.39M +2,919 +9%
SC
40
Sculptor Capital
New York
$53.2M
UBS AM
41
UBS AM
Illinois
$49.7M -$2.59M -1,720 -5%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$47.9M +$7.78M +5,172 +22%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$47.9M -$11.6M -7,727 -21%
CA
44
Cortland Associates
Missouri
$46.6M -$806K -536 -2%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$46.6M
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$46.3M -$2.22M -1,479 -5%
CCM
47
Check Capital Management
California
$45.5M +$815K +542 +2%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$45.3M +$36.9M +24,528 +770%
BCM
49
Bronte Capital Management
Australia
$43M +$286K +190 +0.7%
RA
50
Royce & Associates
New York
$42.9M -$3.14M -2,090 -7%

FCNCA Hedge Fund Activity: Q1 2024 in Review

557 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2024, worth a combined $14.5B — up 16% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FCNCA positions and 58 closed out — a net gain of 21 holders — while 174 added to existing stakes and 197 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $274M. The largest seller was MFN Partners, exiting entirely with an estimated $92.7M sold.

  • 557 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2024, up from 544 in Q4 2023.
  • Funds reported $14.5B of First Citizens BancShares stock for Q1 2024, up 16% quarter-over-quarter.
  • 79 funds opened new First Citizens BancShares positions in Q1 2024 and 58 closed out, a net change of +21 holders.
  • The largest First Citizens BancShares buyer in Q1 2024 was Capital Research Global Investors, an estimated $274M added.
  • The largest First Citizens BancShares seller in Q1 2024 was MFN Partners, an estimated $92.7M sold.

Based on aggregated 13F filings for Q1 2024.