We are live on ! Find out more
FCNCA icon

First Citizens BancShares

470 hedge funds and large institutions have $11.7B invested in First Citizens BancShares in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 52

28% more capital invested

Capital invested by funds: $9.13B → $11.7B (+$2.54B)

15% more funds holding

Funds holding: 409470 (+61)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

3.05% less ownership

Funds ownership: 70.47%67.42% (-3.1%)

26% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 164

27% less call options, than puts

Call options by funds: $117M | Put options by funds: $161M

Holders
470
Holders Change
+61
Holders Change %
+14.91%
% of All Funds
7.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.39%
New
113
Increased
122
Reduced
164
Closed
52
Calls
$117M
Puts
$161M
Net Calls
-$44.2M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
201
Summit X LLC
Missouri
$1.65M -$46.3K -40 -3%
PCM
202
Prelude Capital Management
New York
$1.62M -$45.1K -39 -3%
IAA
203
Independent Advisor Alliance
North Carolina
$1.56M -$12.7K -11 -0.9%
IIM
204
INTECH Investment Management
Florida
$1.55M +$393K +340 +39%
SG Americas Securities
205
SG Americas Securities
New York
$1.53M -$249K -215 -15%
AFGAS
206
Allegiance Financial Group Advisory Services
Virginia
$1.52M
LPL Financial
207
LPL Financial
California
$1.51M +$383K +331 +39%
AOI
208
Auto-Owners Insurance
Michigan
$1.47M
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$443K -383 -25%
TPCW
210
TD Private Client Wealth
New York
$1.46M -$44K -38 -3%
NAM
211
Nissay Asset Management
Japan
$1.45M -$57.8K -50 -4%
SCM
212
Saber Capital Management
North Carolina
$1.43M +$1.29M +1,115 New
OAM
213
Ostrum Asset Management
France
$1.41M +$231K +200 +22%
ST
214
Sabal Trust
Florida
$1.4M +$1.27M +1,094 New
GIBU
215
Gulf International Bank (UK)
United Kingdom
$1.39M -$125K -108 -9%
WS
216
Wedbush Securities
California
$1.39M -$85.6K -74 -6%
WSTAM
217
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M
HCP
218
Hiddenite Capital Partners
New York
$1.28M -$2.85M -2,465 -71%
OHWP
219
Oak Harbor Wealth Partners
North Carolina
$1.28M
LCM
220
Laurion Capital Management
New York
$1.28M +$1.16M +1,000 New
VM
221
Venator Management
Pennsylvania
$1.28M +$868K +750 +300%
SSA
222
Schonfeld Strategic Advisors
New York
$1.27M +$1.15M +992 New
CW
223
Cook Wealth
North Carolina
$1.27M
New York State Teachers Retirement System (NYSTRS)
224
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M +$250K +216 +28%
HHGC
225
Hunting Hill Global Capital
New York
$1.26M +$1.14M +983 New

FCNCA Hedge Fund Activity: Q2 2023 in Review

470 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2023, worth a combined $11.7B — up 28% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FCNCA positions and 52 closed out — a net gain of 61 holders — while 122 added to existing stakes and 164 trimmed.

The largest buyer was MFN Partners, opening a new position worth an estimated $231M. The largest seller was Egerton Capital (UK), cutting an estimated $316M.

  • 470 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2023, up from 409 in Q1 2023.
  • Funds reported $11.7B of First Citizens BancShares stock for Q2 2023, up 28% quarter-over-quarter.
  • 113 funds opened new First Citizens BancShares positions in Q2 2023 and 52 closed out, a net change of +61 holders.
  • The largest First Citizens BancShares buyer in Q2 2023 was MFN Partners, an estimated $231M added.
  • The largest First Citizens BancShares seller in Q2 2023 was Egerton Capital (UK), an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.