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First Citizens BancShares

395 hedge funds and large institutions have $6.72B invested in First Citizens BancShares in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

8% more funds holding

Funds holding: 367395 (+28)

2.25% more ownership

Funds ownership: 64.97%67.23% (+2.3%)

13% less capital invested

Capital invested by funds: $7.75B → $6.72B (-$1.03B)

14% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 128

24% less call options, than puts

Call options by funds: $57M | Put options by funds: $75.4M

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
6.35%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.14%
New
73
Increased
110
Reduced
128
Closed
39
Calls
$57M
Puts
$75.4M
Net Calls
-$18.5M
Net Calls Change
+$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.22B -$136M -168,815 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$757M -$137M -169,978 -15%
ECU
3
Egerton Capital (UK)
United Kingdom
$539M -$50.9M -63,192 -8%
State Street
4
State Street
Massachusetts
$250M -$27.4M -34,045 -9%
ACM
5
Alua Capital Management
New York
$235M
Harris Associates
6
Harris Associates
Illinois
$195M -$70.6M -87,665 -25%
AllianceBernstein
7
AllianceBernstein
Tennessee
$183M +$33M +40,924 +20%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$172M -$22.6M -28,030 -11%
Invesco
9
Invesco
Georgia
$159M -$45.1M -56,051 -21%
JP Morgan Chase
10
JP Morgan Chase
New York
$152M -$1.02M -1,264 -0.6%
LPC
11
Lone Pine Capital
Connecticut
$133M +$89.5M +111,089 +172%
Brown Advisory
12
Brown Advisory
Maryland
$128M -$10.5M -13,038 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$127M -$6.5M -8,069 -5%
Bank of America
14
Bank of America
North Carolina
$124M -$101M -125,789 -44%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$118M +$4.11M +5,103 +3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$115M +$4.01M +4,979 +3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$112M +$18.3M +22,755 +18%
SFM
18
Systematic Financial Management
New Jersey
$90.2M -$2.39M -2,968 -2%
TSW
19
Thompson Siegel & Walmsley
Virginia
$83.6M -$8.3M -10,300 -9%
FCBT
20
First Citizens Bank & Trust
North Carolina
$80M -$441K -547 -0.5%
Norges Bank
21
Norges Bank
Norway
$77.1M -$1.01M -1,256 -1%
Artisan Partners
22
Artisan Partners
Wisconsin
$66.7M -$5.62M -6,980 -7%
Charles Schwab
23
Charles Schwab
California
$66.7M -$11.6M -14,341 -14%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$66.1M -$2.01M -2,500 -3%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$63.3M -$28.7M -35,610 -30%

FCNCA Hedge Fund Activity: Q4 2022 in Review

395 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q4 2022, worth a combined $6.72B — down 13% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new FCNCA positions and 39 closed out — a net gain of 34 holders — while 110 added to existing stakes and 128 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $89.5M. The largest seller was Vanguard Group, cutting an estimated $137M.

  • 395 institutional investors held First Citizens BancShares (FCNCA) as of Q4 2022, up from 367 in Q3 2022.
  • Funds reported $6.72B of First Citizens BancShares stock for Q4 2022, down 13% quarter-over-quarter.
  • 73 funds opened new First Citizens BancShares positions in Q4 2022 and 39 closed out, a net change of +34 holders.
  • The largest First Citizens BancShares buyer in Q4 2022 was Lone Pine Capital, an estimated $89.5M added.
  • The largest First Citizens BancShares seller in Q4 2022 was Vanguard Group, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2022.