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First Horizon

529 hedge funds and large institutions have $6.94B invested in First Horizon in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 159 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

48% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $16.6M

7% more funds holding

Funds holding: 495529 (+34)

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$275M)

1.58% less ownership

Funds ownership: 80.62%79.05% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 185

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
529
Holders Change
+34
Holders Change %
+6.87%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
159
Reduced
185
Closed
43
Calls
$24.6M
Puts
$16.6M
Net Calls
+$8.02M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
326
NFC Investments
Tennessee
$343K -$33.3K -2,000 -9%
PFS
327
Prospera Financial Services
Texas
$343K +$22.3K +1,338 +7%
CAM
328
Cresset Asset Management
Illinois
$333K +$338K +20,265 New
XT
329
XTX Topco
Cayman Islands
$333K +$340K +20,413 New
NSCM
330
New South Capital Management
Tennessee
$330K
VDI
331
Vaughan David Investments
Illinois
$329K
BPFA
332
Barnes Pettey Financial Advisors
Mississippi
$321K +$328K +19,651 New
PFO
333
Pathstone Family Office
New Jersey
$319K
First Manhattan
334
First Manhattan
New York
$319K +$1.5K +90 +0.5%
MCA
335
Millennium Capital Advisors
Arkansas
$319K +$325K +19,513 New
PG
336
Pendal Group
Australia
$317K
CAG
337
Csenge Advisory Group
Florida
$305K -$112K -6,709 -28%
AMC
338
Asset Management Corp
Illinois
$304K -$27.7K -1,663 -8%
IP
339
Ignite Planners
California
$304K +$275K +16,521 New
P
340
&Partners
Tennessee
$300K -$15.4K -922 -5%
CCA
341
Cobblestone Capital Advisors
New York
$299K
TA
342
TruWealth Advisors
Louisiana
$299K
M&T Bank
343
M&T Bank
New York
$298K +$3.97K +238 +1%
Parallax Volatility Advisers
344
Parallax Volatility Advisers
California
$298K +$61.5K +3,691 +25%
MCA
345
Magnolia Capital Advisors
Mississippi
$289K +$5.72K +343 +2%
VV
346
Verity & Verity
South Carolina
$280K -$1.33K -80 -0.5%
BC
347
Burney Company
Virginia
$279K +$1.17K +70 +0.4%
NGA
348
Naples Global Advisors
Florida
$276K
1IA
349
1834 Investment Advisors
Wisconsin
$274K
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$273K +$278K +16,703 New

FHN Hedge Fund Activity: Q4 2021 in Review

529 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2021, worth a combined $6.94B — down 3.8% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FHN positions and 43 closed out — a net gain of 43 holders — while 159 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $37.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 529 institutional investors held First Horizon (FHN) as of Q4 2021, up from 495 in Q3 2021.
  • Funds reported $6.94B of First Horizon stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 86 funds opened new First Horizon positions in Q4 2021 and 43 closed out, a net change of +43 holders.
  • The largest First Horizon buyer in Q4 2021 was BlackRock, an estimated $37.9M added.
  • The largest First Horizon seller in Q4 2021 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.