We are live on ! Find out more
FHN icon

First Horizon

240 hedge funds and large institutions have $4.01B invested in First Horizon in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $423K

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

15% more capital invested

Capital invested by funds: $3.49B → $4.01B (+$520M)

3.81% more ownership

Funds ownership: 85.67%89.48% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 263240 (-23)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
240
Holders Change
-23
Holders Change %
-8.75%
% of All Funds
5.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
89
Reduced
75
Closed
42
Calls
$1.61M
Puts
$423K
Net Calls
+$1.18M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$4K
PA
227
Parallel Advisors
California
$4K
PCP
228
Proficio Capital Partners
Massachusetts
$4K +$70 +4 +2%
JFA
229
JNBA Financial Advisors
Minnesota
$3K
WA
230
Winfield Associates
Ohio
$3K
QCG
231
Quadrant Capital Group
Ohio
$2K
SFSIG
232
San Francisco Sentry Investment Group
California
$2K +$1.4K +80 New
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.17K +124 New
AIM
234
Anchor Investment Management
South Carolina
$1.92K
GC
235
Globeflex Capital
California
$1K
OSNBOA
236
Old Second National Bank of Aurora
Illinois
$1K
TWA
237
TCI Wealth Advisors
Arizona
$1K
Voloridge Investment Management
238
Voloridge Investment Management
Florida
-$9.63M -552,929 Closed
CCM
239
Channing Capital Management
Illinois
-$6.18M -354,937 Closed
Capital Fund Management (CFM)
240
Capital Fund Management (CFM)
France
-$5.61M -322,106 Closed
PP
241
PDT Partners
New York
-$5.36M -307,793 Closed
Millennium Management
242
Millennium Management
New York
-$4.78M -274,143 Closed
Jacobs Levy Equity Management
243
Jacobs Levy Equity Management
New Jersey
-$3.69M -212,100 Closed
MCA
244
Mendon Capital Advisors
Florida
-$3.48M -200,000 Closed
EGM
245
Engineers Gate Manager
New York
-$2.48M -142,372 Closed
QIM
246
Quantitative Investment Management
Virginia
-$2.42M -138,900 Closed
SCM
247
Stevens Capital Management
Pennsylvania
-$2.3M -132,092 Closed
ARTA
248
A.R.T. Advisors
New York
-$2.11M -121,100 Closed
LP
249
LMR Partners
United Kingdom
-$2.1M -120,269 Closed
AIM
250
Artemis Investment Management
United Kingdom
-$2.08M -119,689 Closed

FHN Hedge Fund Activity: Q3 2017 in Review

240 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2017, worth a combined $4.01B — up 15% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of FHN and 22 opened new positions — a net loss of 20 holders — while 75 trimmed existing stakes and 89 added.

The largest buyer was Balyasny Asset Management, adding an estimated $53.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $96.7M.

  • 240 institutional investors held First Horizon (FHN) as of Q3 2017, down from 263 in Q2 2017.
  • Funds reported $4.01B of First Horizon stock for Q3 2017, up 15% quarter-over-quarter.
  • 22 funds opened new First Horizon positions in Q3 2017 and 42 closed out, a net change of -20 holders.
  • The largest First Horizon buyer in Q3 2017 was Balyasny Asset Management, an estimated $53.2M added.
  • The largest First Horizon seller in Q3 2017 was T. Rowe Price Associates, an estimated $96.7M sold.

Based on aggregated 13F filings for Q3 2017.