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First Citizens BancShares

367 hedge funds and large institutions have $7.75B invested in First Citizens BancShares in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $6.95B → $7.75B (+$795M)

7% more funds holding

Funds holding: 342367 (+25)

6.21% less ownership

Funds ownership: 71.18%64.97% (-6.2%)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

24% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $98.4M

Holders
367
Holders Change
+25
Holders Change %
+7.31%
% of All Funds
6.32%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.29%
New
63
Increased
95
Reduced
115
Closed
36
Calls
$75.3M
Puts
$98.4M
Net Calls
-$23.1M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
201
44 Wealth Management
Oregon
$690K +$676K +865 New
US Bancorp
202
US Bancorp
Minnesota
$656K +$89.1K +114 +16%
JF
203
Jump Financial
Illinois
$641K -$1.23M -1,570 -66%
SF
204
Synovus Financial
Georgia
$624K
Nordea Investment Management
205
Nordea Investment Management
Sweden
$617K -$23M -29,459 -97%
Cerity Partners
206
Cerity Partners
New York
$593K +$7.81K +10 +1%
KPWS
207
Kestra Private Wealth Services
Texas
$590K +$578K +740 New
Macquarie Group
208
Macquarie Group
Australia
$582K +$6.25K +8 +1%
M&T Bank
209
M&T Bank
New York
$575K -$167K -214 -23%
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$565K +$6.25K +8 +1%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$564K +$552K +707 New
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$551K +$199K +255 +56%
Mariner
213
Mariner
Kansas
$523K +$513K +656 New
RJT
214
Raymond James Trust
Florida
$519K +$509K +651 New
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$506K
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$499K
CM
217
Capula Management
Cayman Islands
$494K +$484K +620 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$490K
HIC
219
Holderness Investments Company
North Carolina
$483K
TL
220
Tradewinds LLC
North Carolina
$483K
KBC Group
221
KBC Group
Belgium
$465K +$351K +449 +335%
EWA
222
Exencial Wealth Advisors
Oklahoma
$442K +$2.34K +3 +0.5%
CT
223
Colonial Trust
South Carolina
$442K +$433K +554 New
X
224
Xponance
Pennsylvania
$437K +$14.1K +18 +3%
WANY
225
Wealthspire Advisors (New York)
New York
$436K -$1.17M -1,500 -73%

FCNCA Hedge Fund Activity: Q3 2022 in Review

367 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q3 2022, worth a combined $7.75B — up 11% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FCNCA positions and 36 closed out — a net gain of 27 holders — while 95 added to existing stakes and 115 trimmed.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Wellington Management Group, cutting an estimated $219M.

  • 367 institutional investors held First Citizens BancShares (FCNCA) as of Q3 2022, up from 342 in Q2 2022.
  • Funds reported $7.75B of First Citizens BancShares stock for Q3 2022, up 11% quarter-over-quarter.
  • 63 funds opened new First Citizens BancShares positions in Q3 2022 and 36 closed out, a net change of +27 holders.
  • The largest First Citizens BancShares buyer in Q3 2022 was Bank of America, an estimated $119M added.
  • The largest First Citizens BancShares seller in Q3 2022 was Wellington Management Group, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2022.