We are live on ! Find out more
FCNCA icon

First Citizens BancShares
FCNCA

409 hedge funds and large institutions have $9.13B invested in First Citizens BancShares in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 100 increasing their positions, 150 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 9 → 23 (+14)

36% more capital invested

Capital invested by funds: $6.72B → $9.13B (+$2.41B)

30% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 77

16% more call options, than puts

Call options by funds: $218M | Put options by funds: $188M

4% more funds holding

Funds holding: 395 → 409 (+14)

3.24% more ownership

Funds ownership: 67.23% → 70.47% (+3.2%)

33% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 150

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
6.52%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.37%
New
100
Increased
100
Reduced
150
Closed
77
Calls
$218M
Puts
$188M
Net Calls
+$29.6M
Net Calls Change
+$48.1M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$146M
2
SC
Sessa Capital
New York
+$121M
3
Citadel Advisors
Citadel Advisors
Florida
+$104M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.7M
5
Coatue Management
Coatue Management
New York
+$96.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$148M
2
LPC
Lone Pine Capital
Connecticut
-$133M
3
ECU
Egerton Capital (UK)
United Kingdom
-$79.7M
4
ACM
Alua Capital Management
New York
-$71M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$5.97M -$1.25M -1,678 -21%
Hudson Bay Capital Management
102
Hudson Bay Capital Management
Connecticut
$5.85M +$4.46M +6,007 New
PU
103
Petiole USA
New York
$5.79M -$780K -1,050 -15%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$5.78M +$93.6K +126 +2%
MCM
105
Maltese Capital Management
New York
$5.74M +$2.82M +3,800 +181%
Amundi
106
Amundi
France
$5.73M -$865K -1,164 -17%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.58M +$17.8K +24 +0.4%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$5.45M -$603K -812 -13%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$5.13M -$55K -74 -1%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$5.05M +$484K +652 +14%
FAF
111
Fjarde Ap-fonden
Sweden
$4.69M +$149K +200 +4%
Asset Management One
112
Asset Management One
Japan
$4.53M -$51.2K -69 -1%
Stifel Financial
113
Stifel Financial
Missouri
$4.36M +$218K +293 +7%
ACL
114
Azora Capital LP
Florida
$4.26M +$3.25M +4,375 New
IG
115
Inherent Group
New York
$4.19M +$3.2M +4,306 New
BFM
116
Boothbay Fund Management
New York
$4.14M +$3.16M +4,250 New
PAMS
117
Pictet Asset Management (Switzerland)
Switzerland
$4.05M -$608K -818 -16%
BCI
118
Brinker Capital Investments
Pennsylvania
$4.03M -$527K -709 -15%
OPS
119
Orion Portfolio Solutions
Nebraska
$4.03M +$3.07M +4,137 New
EC
120
EJF Capital
Virginia
$4.02M +$1.2M +1,619 +65%
JCM
121
JS Capital Management
New York
$3.89M +$2.97M +4,000 New
JMPWA
122
JP Morgan Private Wealth Advisors
California
$3.86M -$425K -572 -13%
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$3.86M -$62.4K -84 -2%
Canada Life
124
Canada Life
Manitoba, Canada
$3.83M -$139K -187 -5%
AC
125
Amitell Capital
Singapore
$3.76M +$2.87M +3,866 New
3 4
5
6 7

FCNCA Hedge Fund Activity: Q1 2023 in Review

409 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2023, worth a combined $9.13B — up 36% from $6.72B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new FCNCA positions and 77 closed out — a net gain of 23 holders — while 100 added to existing stakes and 150 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $146M. The largest seller was Invesco, cutting an estimated $148M.

  • 409 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2023, up from 395 in Q4 2022.
  • Funds reported $9.13B of First Citizens BancShares stock for Q1 2023, up 36% quarter-over-quarter.
  • 100 funds opened new First Citizens BancShares positions in Q1 2023 and 77 closed out, a net change of +23 holders.
  • The largest First Citizens BancShares buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $146M added.
  • The largest First Citizens BancShares seller in Q1 2023 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.