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First Citizens BancShares
FCNCA

573 hedge funds and large institutions have $15.1B invested in First Citizens BancShares in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 187 increasing their positions, 201 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

46% more call options, than puts

Call options by funds: $239M | Put options by funds: $164M

3% more funds holding

Funds holding: 557 → 573 (+16)

4% more capital invested

Capital invested by funds: $14.5B → $15.1B (+$579M)

0.55% more ownership

Funds ownership: 65.52% → 66.07% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 201

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

Holders
573
Holders Change
+16
Holders Change %
+2.87%
% of All Funds
8.28%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
76
Increased
187
Reduced
201
Closed
48
Calls
$239M
Puts
$164M
Net Calls
+$75.6M
Net Calls Change
+$18M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$270M
2
BlackRock
BlackRock
New York
+$159M
3
Millennium Management
Millennium Management
New York
+$136M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$84M
5
ACL
Azora Capital LP
Florida
+$56.8M

Top Sellers

Rank Fund Capital Flow
1
SC
Sessa Capital
New York
-$161M
2
Coatue Management
Coatue Management
New York
-$131M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$78M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$61.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
551
Sachetta
Massachusetts
$4.26K – – –
AFG
552
Albion Financial Group
Utah
$3.37K – – –
HI
553
Hoey Investments
Pennsylvania
$3.37K – – –
LWANC
554
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.37K – – –
MCM
555
Manchester Capital Management
Vermont
$3.37K +$3.35K +2 New
PWMG
556
Prestige Wealth Management Group
New Jersey
$3.37K +$3.35K +2 New
HI
557
Harbour Investments
Wisconsin
$3.37K – – –
IFAM
558
Institutional & Family Asset Management
Colorado
$3.37K – – –
BBHC
559
Brown Brothers Harriman & Co
New York
$3.37K +$3.35K +2 New
LFA
560
Legend Financial Advisors
Pennsylvania
$3.37K +$3.35K +2 New
RIL
561
Rothschild Investment LLC
Illinois
$3.37K +$3.35K +2 New
TFF
562
The Family Firm
Maryland
$3.37K +$3.35K +2 New
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$1.98K – – –
TWC
564
TD Waterhouse Canada
Ontario, Canada
$1.7K +$1.67K +1 New
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$1.68K -$3.35K -2 -67%
DWA
566
Delos Wealth Advisors
Texas
$1.68K – – –
RS
567
Rakuten Securities
Japan
$1.68K – – –
W
568
WealthCollab
Washington
$1.68K – – –
WWP
569
WR Wealth Planners
Missouri
$1.68K – – –
N
570
Natixis
France
$1.68K +$1.67K +1 New
TCOV
571
Trust Company of Vermont
Vermont
$1.68K +$1.67K +1 New
WT
572
Whittier Trust
California
$1.68K – – –
AW
573
Avion Wealth
Texas
$1K – – –
FHC
574
First Heartland Consultants
Missouri
$296 – – –
SC
575
Sessa Capital
New York
– -$161M -98,453 Closed
21 22
23
24 25

FCNCA Hedge Fund Activity: Q2 2024 in Review

573 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2024, worth a combined $15.1B — up 4% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FCNCA positions and 48 closed out — a net gain of 28 holders — while 187 added to existing stakes and 201 trimmed.

The largest buyer was Harris Associates, adding an estimated $270M. The largest seller was Sessa Capital, exiting entirely with an estimated $161M sold.

  • 573 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2024, up from 557 in Q1 2024.
  • Funds reported $15.1B of First Citizens BancShares stock for Q2 2024, up 4% quarter-over-quarter.
  • 76 funds opened new First Citizens BancShares positions in Q2 2024 and 48 closed out, a net change of +28 holders.
  • The largest First Citizens BancShares buyer in Q2 2024 was Harris Associates, an estimated $270M added.
  • The largest First Citizens BancShares seller in Q2 2024 was Sessa Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2024.