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First Horizon

372 hedge funds and large institutions have $4.17B invested in First Horizon in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 33

12% more funds holding

Funds holding: 331372 (+41)

4% more capital invested

Capital invested by funds: $4B → $4.17B (+$173M)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

2.4% less ownership

Funds ownership: 84.84%82.44% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $4.97M

Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
74
Increased
109
Reduced
110
Closed
33
Calls
$2.12M
Puts
$4.97M
Net Calls
-$2.85M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Peregrine Capital Management
Minnesota
$11K +$10.9K +690 New
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$10K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$10K
FCA
329
FinTrust Capital Advisors
South Carolina
$9K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$9K
WTC
331
WhitTier Trust Company
Nevada
$9K
SF
332
Synovus Financial
Georgia
$9K +$16 +1 +0.2%
AF
333
Allworth Financial
California
$9K +$47 +3 +0.6%
AIM
334
Advantage Investment Management
Iowa
$7K
CIAS
335
Capital Investment Advisory Services
North Carolina
$7K
BCA
336
Berman Capital Advisors
Georgia
$7K +$4.58K +290 +161%
IA
337
IFP Advisors
Florida
$7K +$6.97K +441 New
VCM
338
Versant Capital Management
Arizona
$6K -$111 -7 -2%
ST
339
Smithfield Trust
Pennsylvania
$6K
GT
340
Glenmede Trust
Pennsylvania
$5.54K +$5.4M +341,859 +143,638%
ONST
341
Old North State Trust
North Carolina
$5K
GAM
342
Gemmer Asset Management
California
$5K +$458 +29 +10%
ME
343
McIlrath & Eck
Washington
$4K
QCG
344
Quadrant Capital Group
Ohio
$4K
SIM
345
Sonora Investment Management
Arizona
$4K
FRA
346
Front Row Advisors
California
$3K
JFA
347
JNBA Financial Advisors
Minnesota
$3K
FHA
348
Flagship Harbor Advisors
Massachusetts
$3K +$3.24K +205 New
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$2K

FHN Hedge Fund Activity: Q3 2019 in Review

372 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2019, worth a combined $4.17B — up 4.3% from $4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FHN positions and 33 closed out — a net gain of 41 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 372 institutional investors held First Horizon (FHN) as of Q3 2019, up from 331 in Q2 2019.
  • Funds reported $4.17B of First Horizon stock for Q3 2019, up 4.3% quarter-over-quarter.
  • 74 funds opened new First Horizon positions in Q3 2019 and 33 closed out, a net change of +41 holders.
  • The largest First Horizon buyer in Q3 2019 was JP Morgan Chase, an estimated $31M added.
  • The largest First Horizon seller in Q3 2019 was Fidelity Investments, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2019.