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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
BlackRock
1
BlackRock
New York
$1.42B -$11.1M -14,201 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$932M +$6.61M +8,455 +0.7%
ECU
3
Egerton Capital (UK)
United Kingdom
$617M -$55.9M -71,526 -8%
State Street
4
State Street
Massachusetts
$291M +$5.36M +6,861 +2%
Harris Associates
5
Harris Associates
Illinois
$275M -$391K -500 -0.1%
ACM
6
Alua Capital Management
New York
$247M
Bank of America
7
Bank of America
North Carolina
$230M +$119M +152,160 +111%
Invesco
8
Invesco
Georgia
$212M -$16.6M -21,263 -7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$203M -$219M -280,213 -52%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$179M -$11.4M -14,579 -6%
JP Morgan Chase
11
JP Morgan Chase
New York
$161M +$7.03M +8,995 +5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$160M -$2.49M -3,186 -2%
Brown Advisory
13
Brown Advisory
Maryland
$145M -$348K -445 -0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$141M +$55.5K +71 +0%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$120M +$105K +134 +0.1%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$116M -$93.7M -119,930 -45%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$99.1M -$118M -151,059 -55%
SFM
18
Systematic Financial Management
New Jersey
$97.2M -$13.5M -17,339 -12%
TSW
19
Thompson Siegel & Walmsley
Virginia
$96.1M -$17.3M -22,183 -16%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$95M +$7.19M +9,200 +8%
FCBT
21
First Citizens Bank & Trust
North Carolina
$84.5M -$109K -140 -0.1%
Norges Bank
22
Norges Bank
Norway
$82M -$5.48M -7,013 -6%
Charles Schwab
23
Charles Schwab
California
$81.5M -$31.4M -40,207 -28%
CVA
24
Ceredex Value Advisors
Florida
$79.4M -$90.1M -115,304 -54%
FTCM
25
Fir Tree Capital Management
New York
$76.9M -$12.1M -15,452 -14%

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.