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First Horizon

327 hedge funds and large institutions have $4.92B invested in First Horizon in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2.16% more ownership

Funds ownership: 85.86%88.03% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 109

2% less capital invested

Capital invested by funds: $5.01B → $4.92B (-$88.1M)

5% less funds holding

Funds holding: 346327 (-19)

19% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $14.4M

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
327
Holders Change
-19
Holders Change %
-5.49%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
42
Increased
114
Reduced
109
Closed
58
Calls
$11.7M
Puts
$14.4M
Net Calls
-$2.68M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
251
First Interstate Bank
Montana
$183K +$99K +5,485 +107%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$182K +$191K +10,570 New
RJT
253
Raymond James Trust
Florida
$180K +$189K +10,451 New
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$164K -$33.6K -1,863 -16%
WOC
255
West Oak Capital
California
$162K
SIC
256
Salem Investment Counselors
North Carolina
$142K +$7.53K +417 +5%
ASN
257
Advisory Services Network
Georgia
$113K +$26.6K +1,475 +29%
TCM
258
TD Capital Management
Tennessee
$108K +$112K +6,202 +11,276%
EMG
259
ETF Managers Group
New Jersey
$103K +$11.3K +628 +12%
GWM
260
Geneos Wealth Management
Colorado
$102K
IA
261
IFP Advisors
Florida
$99K +$86.6K +4,800 +516%
AWM
262
Avior Wealth Management
Nebraska
$95K -$35.1K -1,945 -26%
CFA
263
Carroll Financial Associates
North Carolina
$94K +$523 +29 +0.5%
TG
264
TLP Group
Illinois
$93K +$97.3K +5,391 New
ED
265
Exane Derivatives
France
$91.8K
AP
266
Arlington Partners
Alabama
$86K +$90.2K +5,000 New
BCWM
267
Bartlett & Co Wealth Management
Ohio
$78.4K
BC
268
Bartlett & Co
Ohio
$78K
LFA
269
Legacy Financial Advisors
Kentucky
$76K
FHB
270
First Hawaiian Bank
Hawaii
$75K +$78.9K +4,371 New
MIFH
271
Migdal Insurance & Financial Holdings
Israel
$58K +$6.51K +361 +12%
AG
272
Advisor Group
Arizona
$56K -$6.37K -353 -10%
IDBONY
273
Israel Discount Bank of New York
New York
$45K -$17.5K -970 -27%
BC
274
Barnett & Company
Tennessee
$43K
TFS
275
TrustCore Financial Services
Tennessee
$38K

FHN Hedge Fund Activity: Q3 2018 in Review

327 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2018, worth a combined $4.92B — down 1.8% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FHN and 42 opened new positions — a net loss of 16 holders — while 109 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, cutting an estimated $44.6M.

  • 327 institutional investors held First Horizon (FHN) as of Q3 2018, down from 346 in Q2 2018.
  • Funds reported $4.92B of First Horizon stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 42 funds opened new First Horizon positions in Q3 2018 and 58 closed out, a net change of -16 holders.
  • The largest First Horizon buyer in Q3 2018 was Fidelity Investments, an estimated $126M added.
  • The largest First Horizon seller in Q3 2018 was Lord, Abbett & Co, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2018.