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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
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$17K -$4.21K -3 -20%
VCM
502
Versant Capital Management
Arizona
$15.6K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$15.6K +$1.4K +1 +10%
CSC
504
Caldwell Sutter Capital
California
$14.2K
FMP
505
Financial Management Professionals
Texas
$14K +$14K +10 New
RA
506
Rise Advisors
New York
$13K
JWM
507
Janiczek Wealth Management
Colorado
$12.8K -$1.4K -1 -10%
OLVIG
508
Oliver Lagore Vanvalin Investment Group
Michigan
$12.8K
AF
509
Allworth Financial
California
$12.8K +$2.81K +2 +29%
RIM
510
Rakuten Investment Management
Japan
$11.5K +$11.2K +8 New
BIA
511
Bell Investment Advisors
California
$11.4K
HNB
512
Huntington National Bank
Ohio
$11.4K
JWA
513
JFS Wealth Advisors
Pennsylvania
$11.4K
LSA
514
Leonteq Securities AG
Switzerland
$11.4K +$11.2K +8 New
ACA
515
Atlas Capital Advisors
Wyoming
$11.4K
SWM
516
Spire Wealth Management
Virginia
$11.3K
AT
517
Arlington Trust
Alabama
$9.93K +$9.83K +7 New
GRP
518
Global Retirement Partners
California
$9.66K
HIA
519
Harbor Investment Advisory
Maryland
$8.51K
BGAI
520
Bruce G. Allen Investments
Colorado
$8.51K +$8.43K +6 New
LFG
521
Larson Financial Group
Missouri
$8.51K +$8.43K +6 New
FWM
522
FSA Wealth Management
Massachusetts
$6K +$5.62K +4 New
GWS
523
Glassman Wealth Services
Virginia
$5.68K
PTC
524
Private Trust Company
Ohio
$5.68K
Jones Financial Companies
525
Jones Financial Companies
Missouri
$5.68K +$2.81K +2 +100%

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.