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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
TFA
276
Toth Financial Advisory
Virginia
$32K
MYIA
277
Mount Yale Investment Advisors
Colorado
$30K -$5.29K -293 -14%
JA
278
JOYN Advisors
Georgia
$27K +$3.92K +217 +16%
WCM
279
Whitener Capital Management
North Carolina
$26K +$27.4K +1,521 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$22K -$7.42K -411 -24%
LNB
281
Ledyard National Bank
$21K
JMPWA
282
JP Morgan Private Wealth Advisors
California
$18K +$7.41M +410,643 New
CFGS
283
Concourse Financial Group Securities
Alabama
$16K +$17K +943 New
S
284
SignatureFD
Georgia
$14K
VCM
285
Versant Capital Management
Arizona
$12K -$54 -3 -0.4%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$12K +$12.2K +675 New
FC
287
Ferris Capital
Massachusetts
$11K
OC
288
Oakworth Capital
Alabama
$11K
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$10K -$10.8K -600 -50%
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$10K +$10.7K +595 New
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$9.84K -$217 -12 -2%
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$9K -$451 -25 -5%
BA
293
Ballew Advisors
Mississippi
$9K
PCM
294
Peregrine Capital Management
Minnesota
$9K
SF
295
Synovus Financial
Georgia
$9K +$18 +1 +0.2%
NFG
296
Next Financial Group
Texas
$9K +$9.02K +500 New
GAM
297
Gemmer Asset Management
California
$8K -$4.4K -244 -36%
RWA
298
Ropes Wealth Advisors
Massachusetts
$8K
AIM
299
Advantage Investment Management
Iowa
$8K +$3.72K +206 +88%
APP
300
Avantax Planning Partners
Iowa
$8K +$8.14K +451 New

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.