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First Horizon

329 hedge funds and large institutions have $5.15B invested in First Horizon in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,588% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 88

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

3% more funds holding

Funds holding: 320329 (+9)

5% less capital invested

Capital invested by funds: $5.4B → $5.15B (-$251M)

4.34% less ownership

Funds ownership: 88.02%83.68% (-4.3%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
329
Holders Change
+9
Holders Change %
+2.81%
% of All Funds
7.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
125
Reduced
88
Closed
47
Calls
$24.7M
Puts
$1.46M
Net Calls
+$23.2M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Glenmede Trust
Pennsylvania
$43K
TFS
277
TrustCore Financial Services
Tennessee
$41K
MYIA
278
Mount Yale Investment Advisors
Colorado
$40K +$41.4K +2,103 New
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$35K +$1.44K +73 +4%
TFA
280
Toth Financial Advisory
Virginia
$35K +$36.5K +1,850 New
WCM
281
Whitener Capital Management
North Carolina
$28K +$4.73K +240 +19%
BWA
282
BDO Wealth Advisors
Florida
$28K +$29.6K +1,500 New
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$26K +$10.5K +532 +62%
LNB
284
Ledyard National Bank
$22K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$22K +$23.5K +1,194 New
JA
286
JOYN Advisors
Georgia
$20K +$20.9K +1,059 New
IA
287
IFP Advisors
Florida
$17K
GAM
288
Gemmer Asset Management
California
$14K +$6.9K +350 +92%
VCM
289
Versant Capital Management
Arizona
$13K
FC
290
Ferris Capital
Massachusetts
$12K +$12.3K +623 New
OC
291
Oakworth Capital
Alabama
$12K +$12.7K +643 New
BA
292
Ballew Advisors
Mississippi
$11K +$11.9K +602 New
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$11K +$11.5K +582 New
TI
294
Truepoint Inc
Ohio
$10.7K -$206K -10,459 -98%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$10K -$217 -11 -2%
PCG
296
Private Capital Group
Connecticut
$9K
RWA
297
Ropes Wealth Advisors
Massachusetts
$9K +$9.34K +474 New
MOS
298
MGO One Seven
Ohio
$7K +$5.32K +270 +221%
APP
299
Avantax Planning Partners
Iowa
$6K +$6.44K +327 New
AF
300
Allworth Financial
California
$5K

FHN Hedge Fund Activity: Q1 2018 in Review

329 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2018, worth a combined $5.15B — down 4.6% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHN positions and 47 closed out — a net gain of 11 holders — while 125 added to existing stakes and 88 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.

  • 329 institutional investors held First Horizon (FHN) as of Q1 2018, up from 320 in Q4 2017.
  • Funds reported $5.15B of First Horizon stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 58 funds opened new First Horizon positions in Q1 2018 and 47 closed out, a net change of +11 holders.
  • The largest First Horizon buyer in Q1 2018 was Vanguard Group, an estimated $50.4M added.
  • The largest First Horizon seller in Q1 2018 was T. Rowe Price Associates, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2018.