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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
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$1.49M +$49K +66 +5%
PIC
177
PCJ Investment Counsel
Ontario, Canada
$1.46M +$1.11M +1,500 New
Corient Private Wealth
178
Corient Private Wealth
Florida
$1.39M +$250K +337 +31%
SG Americas Securities
179
SG Americas Securities
New York
$1.37M -$49K -66 -4%
MAA
180
Mraz Amerine & Associates
California
$1.33M +$283K +381 +39%
BAMF
181
BI Asset Management Fondsmaeglerselskab
Denmark
$1.32M +$674K +907 +199%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$1.31M -$146K -196 -13%
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M +$40.8K +55 +4%
SXL
184
Summit X LLC
Missouri
$1.28M -$162K -218 -14%
PCM
185
Prelude Capital Management
New York
$1.27M +$968K +1,303 New
IAA
186
Independent Advisor Alliance
North Carolina
$1.19M +$912K +1,228 New
MML Investors Services
187
MML Investors Services
Massachusetts
$1.16M -$86.2K -116 -9%
GIBU
188
Gulf International Bank (UK)
United Kingdom
$1.16M -$520K -700 -37%
AFGAS
189
Allegiance Financial Group Advisory Services
Virginia
$1.15M – – –
BC
190
Beaconlight Capital
New York
$1.15M +$876K +1,180 New
NAM
191
Nissay Asset Management
Japan
$1.15M -$120K -161 -12%
TPCW
192
TD Private Client Wealth
New York
$1.14M -$17.8K -24 -2%
William Blair & Company
193
William Blair & Company
Illinois
$1.14M -$44.6K -60 -5%
WS
194
Wedbush Securities
California
$1.12M +$17.1K +23 +2%
AOI
195
Auto-Owners Insurance
Michigan
$1.11M – – –
Principal Financial Group
196
Principal Financial Group
Iowa
$1.09M -$20.8K -28 -2%
CM
197
CastleKnight Management
New York
$1.08M +$827K +1,114 New
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$1.07M +$102K +137 +14%
II
199
Inspire Investing
Idaho
$1.05M -$324K -436 -29%
SFFS
200
Stonehage Fleming Financial Services
Jersey
$1.04M +$5.94K +8 +0.7%
6 7
8
9 10

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.