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First Horizon

381 hedge funds and large institutions have $2.4B invested in First Horizon in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 100 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.02M

41% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 100

10% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 68

7.8% more ownership

Funds ownership: 87.99%95.79% (+7.8%)

1% more funds holding

Funds holding: 378381 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

47% less capital invested

Capital invested by funds: $4.53B → $2.4B (-$2.13B)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
141
Reduced
100
Closed
68
Calls
$2.86M
Puts
$1.02M
Net Calls
+$1.84M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
226
Capital Square
Tennessee
$230K
RIM
227
Reliant Investment Management
Tennessee
$226K +$388K +27,985 New
FAAS
228
First Allied Advisory Services
California
$225K +$185K +13,325 +92%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$224K +$386K +27,803 New
Mariner
230
Mariner
Kansas
$218K +$177K +12,795 +91%
PTC
231
Petrus Trust Company
Texas
$211K +$364K +26,235 New
Rafferty Asset Management
232
Rafferty Asset Management
New York
$209K -$605K -43,604 -63%
P
233
&Partners
Tennessee
$207K -$92.9K -6,700 -21%
AA
234
ALPS Advisors
Colorado
$205K +$59.3K +4,276 +20%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$204K +$49.8K +3,588 +17%
SAM
236
Summit Asset Management
Tennessee
$201K +$13.6K +978 +4%
ECM
237
ExodusPoint Capital Management
New York
$196K -$123K -8,833 -27%
CGH
238
Crossmark Global Holdings
Texas
$194K +$277 +20 +0.1%
NI
239
NFC Investments
Tennessee
$188K
PIA
240
Piedmont Investment Advisors
North Carolina
$188K +$14 +1 +0%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$186K -$14.4K -1,036 -4%
PFS
242
Prospera Financial Services
Texas
$180K +$11.1K +798 +4%
AAM
243
Advisors Asset Management
Colorado
$179K +$151K +10,863 +96%
IAA
244
Independent Advisor Alliance
North Carolina
$178K +$307K +22,129 New
HA
245
Harbor Advisors
Florida
$175K
HSBC Holdings
246
HSBC Holdings
United Kingdom
$169K -$10.5K -755 -4%
NSCM
247
New South Capital Management
Tennessee
$163K
CA
248
CapWealth Advisors
Tennessee
$162K -$818 -59 -0.3%
CM
249
Caption Management
Oklahoma
$162K +$277K +20,000 New
RFC
250
Regions Financial Corp
Alabama
$160K +$14.6K +1,050 +6%

FHN Hedge Fund Activity: Q1 2020 in Review

381 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2020, worth a combined $2.4B — down 47% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FHN positions and 68 closed out — a net gain of 7 holders — while 141 added to existing stakes and 100 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Parnassus Investments, cutting an estimated $39.5M.

  • 381 institutional investors held First Horizon (FHN) as of Q1 2020, up from 378 in Q4 2019.
  • Funds reported $2.4B of First Horizon stock for Q1 2020, down 47% quarter-over-quarter.
  • 75 funds opened new First Horizon positions in Q1 2020 and 68 closed out, a net change of +7 holders.
  • The largest First Horizon buyer in Q1 2020 was Fidelity Investments, an estimated $137M added.
  • The largest First Horizon seller in Q1 2020 was Parnassus Investments, an estimated $39.5M sold.

Based on aggregated 13F filings for Q1 2020.