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First Citizens BancShares

552 hedge funds and large institutions have $14.5B invested in First Citizens BancShares in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 172 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+12
Holders Change %
+2.22%
% of All Funds
8%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
78
Increased
172
Reduced
196
Closed
58
Calls
$179M
Puts
$121M
Net Calls
+$57.6M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
401
WealthShield Partners
North Carolina
$340K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$336K +$1.63K +1 +0.5%
ASN
403
Advisory Services Network
Georgia
$335K +$29.4K +18 +10%
AWM
404
Affinity Wealth Management
Delaware
$335K
GWM
405
Greenwich Wealth Management
Connecticut
$334K
CTA
406
Colonial Trust Advisors
South Carolina
$327K
UM
407
UniSuper Management
Australia
$327K +$164K +100 +100%
BL
408
Balentine LLC
Georgia
$324K -$1.64K -1 -0.5%
VA
409
Vident Advisory
Georgia
$319K +$22.9K +14 +8%
FIM
410
Freedom Investment Management
Connecticut
$315K -$21.3K -13 -6%
OAM
411
Oppenheimer Asset Management
New York
$314K -$42.5K -26 -12%
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K
SCA
413
Snowden Capital Advisors
New York
$312K +$11.4K +7 +4%
MIH
414
Meitav Investment House
Israel
$307K -$1.64K -1 -0.5%
DWT
415
Dorsey & Whitney Trust
South Dakota
$306K
MIM
416
Merrion Investment Management
New Jersey
$304K
MCM
417
Mengis Capital Management
Oregon
$304K +$304K +186 New
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$304K -$114K -70 -27%
Envestnet Portfolio Solutions
419
Envestnet Portfolio Solutions
Illinois
$299K +$36K +22 +14%
VWM
420
Venturi Wealth Management
Texas
$298K +$81.8K +50 +38%
HWM
421
HB Wealth Management
Georgia
$294K -$18K -11 -6%
BFG
422
Bleakley Financial Group
New Jersey
$293K -$27.8K -17 -9%
SW
423
Simplicity Wealth
New Jersey
$293K +$293K +179 New
O
424
Ossiam
France
$291K -$173K -106 -37%
FHC
425
First Heartland Consultants
Missouri
$288K