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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
BF
476
BOK Financial
Oklahoma
$58.2K +$7.02K +5 +14%
GWM
477
Geneos Wealth Management
Colorado
$56.8K +$1.4K +1 +3%
EC
478
EntryPoint Capital
New York
$52.5K +$52K +37 New
HFM
479
Harvest Fund Management
China
$52K +$40.7K +29 +363%
UB
480
UMB Bank
Missouri
$48.2K -$32.3K -23 -40%
PWMG
481
Private Wealth Management Group
New Jersey
$48.2K +$47.7K +34 New
FFA
482
Farther Finance Advisors
California
$45.4K +$8.43K +6 +23%
DWA
483
Dougherty Wealth Advisers
Minnesota
$44K
WTC
484
WhitTier Trust Company
Nevada
$42.6K
PS
485
Principal Securities
Iowa
$42.6K +$42.1K +30 New
Bessemer Group
486
Bessemer Group
New Jersey
$42K -$52K -37 -55%
NFSG
487
Newbridge Financial Services Group
Florida
$41.1K +$40.7K +29 New
CFGS
488
Concourse Financial Group Securities
Alabama
$39.7K +$12.6K +9 +47%
PIM
489
Plato Investment Management
Australia
$39.7K +$39.3K +28 New
GI
490
GAMMA Investing
California
$30.2K +$28.1K +20 New
LC
491
Lindbrook Capital
California
$28.4K -$4.21K -3 -13%
BTI
492
Blue Trust Inc
Georgia
$27K +$14K +10 +100%
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$27K -$2.81K -2 -10%
LFA
494
LGT Financial Advisors
Texas
$27K
CWC
495
Carolinas Wealth Consulting
North Carolina
$24.2K +$9.83K +7 +70%
A
496
AlphaQuest
New York
$24.1K +$23.9K +17 New
FHA
497
First Horizon Advisors
Tennessee
$22.7K
BHWM
498
Beaird Harris Wealth Management
Texas
$21.3K +$21.1K +15 New
LOIP
499
Live Oak Investment Partners
Texas
$19.9K
PP
500
PFS Partners
New Jersey
$18.6K

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.