FCNCA icon

First Citizens BancShares
FCNCA

Overview Fund Activity

580 hedge funds and large institutions have $15.7B invested in First Citizens BancShares in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 206 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+11
Holders Change %
+1.93%
% of All Funds
8.39%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.26%
New
73
Increased
198
Reduced
206
Closed
56
Calls
$238M
Puts
$214M
Net Calls
+$23.8M
Net Calls Change
-$51.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$798M
2
Capital International Investors
Capital International Investors
California
+$178M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$62.1M
4
CB
Commerce Bank
Missouri
+$38.5M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$37.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$246M
2
Millennium Management
Millennium Management
New York
-$160M
3
Goldman Sachs
Goldman Sachs
New York
-$142M
4
BlackRock
BlackRock
New York
-$113M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
401
Avantax Advisory Services
Texas
$369K -$3.69K -2 -1%
CTA
402
Colonial Trust Advisors
South Carolina
$368K – – –
CGFA
403
Colton Groome Financial Advisors
North Carolina
$368K – – –
RK
404
Rather & Kittrell
Tennessee
$368K +$368K +200 New
HWM
405
HB Wealth Management
Georgia
$365K +$20.3K +11 +6%
S
406
SimplyRich
California
$358K +$358K +195 New
Mirae Asset Global ETFs Holdings
407
Mirae Asset Global ETFs Holdings
Hong Kong
$357K +$7.36K +4 +2%
VWM
408
Venturi Wealth Management
Texas
$355K +$1.84K +1 +0.5%
MIH
409
Meitav Investment House
Israel
$355K +$33.9K +17 +11%
AA
410
ALPS Advisors
Colorado
$353K -$66.3K -36 -16%
O
411
Ossiam
France
$352K +$11K +6 +3%
T
412
TOBAM
France
$350K -$60.8K -33 -15%
DWT
413
Dorsey & Whitney Trust
South Dakota
$344K – – –
SWP
414
Stratos Wealth Partners
Ohio
$344K +$344K +186 New
RIM
415
Rakuten Investment Management
Japan
$343K +$84.9K +46 +33%
MIM
416
Merrion Investment Management
New Jersey
$342K – – –
SIC
417
Salem Investment Counselors
North Carolina
$341K – – –
ASN
418
Advisory Services Network
Georgia
$340K – – –
GWANC
419
Guardian Wealth Advisors (North Carolina)
North Carolina
$339K -$12.9K -7 -4%
SWM
420
SeaCrest Wealth Management
New York
$326K +$22.1K +12 +7%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$326K +$55.2K +30 +20%
YCM
422
Yousif Capital Management
Michigan
$318K +$5.52K +3 +2%
TCA
423
Transcend Capital Advisors
New Jersey
$317K – – –
Lido Advisors
424
Lido Advisors
California
$315K +$315K +171 New
LOPW
425
Live Oak Private Wealth
North Carolina
$309K +$309K +168 New
15 16
17
18 19