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First Horizon

583 hedge funds and large institutions have $7.93B invested in First Horizon in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

0.8% more ownership

Funds ownership: 82.16%82.96% (+0.8%)

5% less funds holding

Funds holding: 613583 (-30)

23% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 109

25% less capital invested

Capital invested by funds: $10.5B → $7.93B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 3324 (-9)

59% less call options, than puts

Call options by funds: $63M | Put options by funds: $152M

Holders
583
Holders Change
-30
Holders Change %
-4.89%
% of All Funds
9.29%
Holding in Top 10
24
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-27.27%
% of All Funds
0.38%
New
84
Increased
209
Reduced
197
Closed
109
Calls
$63M
Puts
$152M
Net Calls
-$89M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
276
CenterBook Partners
Connecticut
$1.1M +$983K +44,209 +253%
Teacher Retirement System of Texas
277
Teacher Retirement System of Texas
Texas
$1.06M +$14.9K +669 +1%
HighTower Advisors
278
HighTower Advisors
Illinois
$1.05M -$602K -27,097 -31%
NAM
279
Nissay Asset Management
Japan
$1.03M -$55.2K -2,484 -4%
AF
280
Aldebaran Financial
$1.02M -$30.1K -1,355 -2%
AIP
281
Ahrens Investment Partners
Louisiana
$1.01M -$32.3K -1,455 -3%
IA
282
IFG Advisory
Georgia
$978K +$44 +2 +0%
Prudential Financial
283
Prudential Financial
New Jersey
$972K -$150K -6,735 -13%
TRCT
284
Tower Research Capital (TRC)
New York
$959K +$820K +36,911 +217%
Truist Financial
285
Truist Financial
North Carolina
$951K +$34K +1,528 +3%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$940K -$40.8K -1,835 -3%
QOP
287
Quinn Opportunity Partners
Virginia
$937K +$250K +11,248 +27%
OAM
288
Ostrum Asset Management
France
$931K +$1.16M +52,385 New
BC
289
Brookfield Corp
Ontario, Canada
$920K -$4.41M -198,264 -79%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$919K +$1.07M +48,327 +1,431%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$902K +$685K +30,801 +154%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$895K
FIA
293
FNY Investment Advisers
New York
$881K -$1.56M -70,040 -59%
SAG
294
SageView Advisory Group
California
$875K +$1.09M +49,234 New
WPC
295
Waters Parkerson & Co
Louisiana
$875K
PWS
296
Peterson Wealth Services
Utah
$870K +$225K +10,125 +26%
SAM
297
Securian Asset Management
Minnesota
$869K -$9.78K -440 -0.9%
PMG
298
Private Management Group
California
$867K -$10.7M -480,543 -91%
SL
299
Sentry LLC
Tennessee
$852K +$1.06M +47,894 New
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$848K -$42.2K -1,899 -4%

FHN Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2023, worth a combined $7.93B — down 25% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of FHN and 84 opened new positions — a net loss of 25 holders — while 197 trimmed existing stakes and 209 added.

The largest buyer was LMR Partners, adding an estimated $77.4M. The largest seller was Charles Schwab, cutting an estimated $187M.

  • 583 institutional investors held First Horizon (FHN) as of Q1 2023, down from 613 in Q4 2022.
  • Funds reported $7.93B of First Horizon stock for Q1 2023, down 25% quarter-over-quarter.
  • 84 funds opened new First Horizon positions in Q1 2023 and 109 closed out, a net change of -25 holders.
  • The largest First Horizon buyer in Q1 2023 was LMR Partners, an estimated $77.4M added.
  • The largest First Horizon seller in Q1 2023 was Charles Schwab, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2023.