We are live on ! Find out more
FHN icon

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
ME
301
McIlrath & Eck
Washington
$5K +$4.84K +268 New
SWP
302
Stratos Wealth Partners
Ohio
$5K +$5.38K +298 New
ONST
303
Old North State Trust
North Carolina
$5K +$5.78K +320 New
AF
304
Allworth Financial
California
$4K
PA
305
Parallel Advisors
California
$4K
PCP
306
Proficio Capital Partners
Massachusetts
$4K +$541 +30 +16%
SWM
307
SeaCrest Wealth Management
New York
$4K +$3.7K +205 New
BFEC
308
Benjamin F. Edwards & Company
Missouri
$3K
ICM
309
IMS Capital Management
Oregon
$3K +$2.63K +146 New
BCI
310
Brinker Capital Investments
Pennsylvania
$3K +$2.73K +151 New
RCAG
311
Rehmann Capital Advisory Group
Michigan
$2.75K +$541 +30 +23%
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
QCG
313
Quadrant Capital Group
Ohio
$2K +$614 +34 +19%
TAIM
314
TD Ameritrade Investment Management
Nebraska
$1K -$5.78K -320 -91%
EARNEST Partners
315
EARNEST Partners
Georgia
$1K
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$1K
RBC
317
Roble Belko & Company
Pennsylvania
$1K
TWA
318
TCI Wealth Advisors
Arizona
$1K
TL
319
TrueWealth LLC
Georgia
$1K
Fidelity International
320
Fidelity International
Bermuda
$1K +$866 +48 New
FRA
321
Front Row Advisors
California
$3
Renaissance Technologies
322
Renaissance Technologies
New York
-$27.6M -1,547,234 Closed
Point72 Asset Management
323
Point72 Asset Management
Connecticut
-$26.9M -1,505,916 Closed
SCA
324
Stieven Capital Advisors
Missouri
-$13.7M -766,100 Closed
UOC
325
UBS O'Connor
Illinois
-$9.48M -531,543 Closed

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.