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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
WG
501
Winton Group
United Kingdom
-$315K -324 Closed
Squarepoint
502
Squarepoint
New York
-$271K -279 Closed
AWM
503
Alterna Wealth Management
Texas
-$263K -270 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
504
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$254K -261 Closed
KAS
505
Kestra Advisory Services
Texas
-$232K -238 Closed
FA
506
Fortis Advisors
Pennsylvania
-$146K -150 Closed
SIS
507
Strategic Investment Solutions
Illinois
-$108K -111 Closed
ASN
508
Advisory Services Network
Georgia
-$66.2K -68 Closed
TWA
509
TCI Wealth Advisors
Arizona
-$62.3K -64 Closed
DCM
510
Dupont Capital Management
Delaware
-$61.3K -63 Closed
FAM
511
Fred Alger Management
New York
-$50.6K -52 Closed
Simplex Trading
512
Simplex Trading
Illinois
-$56.7K -49 Closed
WP
513
WealthPLAN Partners
Nebraska
-$11.7K -12 Closed
Jones Financial Companies
514
Jones Financial Companies
Missouri
-$10.7K -11 Closed
BAM
515
Belpointe Asset Management
Nevada
-$7.79K -8 Closed
CFB
516
Cullen/Frost Bankers
Texas
-$6.81K -7 Closed
EI
517
Ellevest Inc
New York
-$6.81K -7 Closed
ST
518
Sageworth Trust
Pennsylvania
-$4.87K -5 Closed
STCOSD
519
Sageworth Trust Company of South Dakota
South Dakota
-$3.89K -4 Closed
WTA
520
Washington Trust Advisors
Massachusetts
-$3.89K -4 Closed
HPC
521
HM Payson & Co
Maine
-$2.92K -3 Closed
SFG
522
Steward Financial Group
Texas
-$1K -2 Closed
AAS
523
Ameritas Advisory Services
Nebraska
-$1.02K -1 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.