FCNCA ranks #892 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FCNCA is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 2.5% of that fund's own 13F portfolio.
629 institutions disclose a position in FCNCA, but none treat it as a major bet — even Reinhart Partners, LLC., its most concentrated holder, allocates just 4.0% of its own portfolio to it.
Dodge & Cox has added to its FCNCA position for two straight quarters, increasing it by $773.3M to reach $841.1M today.
BlackRock has trimmed its FCNCA position for two straight quarters, cutting it by $662.4M while still holding $1.8B.
FCNCA is up 1.6% today, and institutions have been net buyers of $10.6B this quarter — today's price move and the underlying institutional flow are pointing the same direction.