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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
AOI
551
Auto-Owners Insurance
Michigan
-$1.58M -1,145 Closed
FC
552
FORA Capital
Florida
-$1.52M -1,100 Closed
SIA
553
SkyView Investment Advisors
New Jersey
-$809K -586 Closed
CP
554
CenterBook Partners
Connecticut
-$751K -544 Closed
CM
555
Capula Management
Cayman Islands
-$497K -360 Closed
AIM
556
Achmea Investment Management
Netherlands
-$440K -319 Closed
Twin Tree Management
557
Twin Tree Management
Texas
-$436K -316 Closed
CLOS
558
Compagnie Lombard Odier SCmA
Switzerland
-$269K -195 Closed
OR
559
Olympiad Research
Connecticut
-$269K -195 Closed
FTDI
560
First Trust Direct Indexing
Massachusetts
-$253K -183 Closed
BCV
561
Banque Cantonale Vaudoise
Switzerland
-$248K -180 Closed
YIH
562
Y-Intercept (HK)
Hong Kong
-$246K -178 Closed
MAC
563
Mason & Associates (California)
California
-$236K -171 Closed
FMAEN1
564
Fund Management at Engine No 1
California
-$235K -170 Closed
MWM
565
Modera Wealth Management
New Jersey
-$214K -155 Closed
RTC
566
Riverview Trust Company
Washington
-$41.4K -30 Closed
CBT
567
CoreFirst Bank & Trust
Kansas
-$9.66K -7 Closed
CCP
568
Carmel Capital Partners
California
-$8.28K -6 Closed
EARNEST Partners
569
EARNEST Partners
Georgia
-$6.9K -5 Closed
MAM
570
Marquette Asset Management
Minnesota
-$5.53K -4 Closed
BAAM
571
Baker Avenue Asset Management
California
-$4.14K -3 Closed
HL
572
HeadInvest LLC
Maine
-$4.01K -3 Closed
Legacy Financial Group (Iowa)
573
Legacy Financial Group (Iowa)
Iowa
-$4.14K -3 Closed
RFG
574
RFP Financial Group
Georgia
-$4.14K -3 Closed
AWM
575
Atticus Wealth Management
Florida
-$2.76K -2 Closed

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.