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First Horizon

613 hedge funds and large institutions have $10.5B invested in First Horizon in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 196 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

8% more funds holding

Funds holding: 566613 (+47)

6% more capital invested

Capital invested by funds: $9.97B → $10.5B (+$562M)

0.6% more ownership

Funds ownership: 81.56%82.16% (+0.6%)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 203

41% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $89.5M

Holders
613
Holders Change
+47
Holders Change %
+8.3%
% of All Funds
9.85%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.53%
New
114
Increased
196
Reduced
203
Closed
57
Calls
$52.4M
Puts
$89.5M
Net Calls
-$37.1M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
326
Delta Asset Management
Tennessee
$810K -$64.9K -2,680 -7%
BG
327
Bahl & Gaynor
Ohio
$808K +$799K +32,961 New
Nordea Investment Management
328
Nordea Investment Management
Sweden
$798K +$789K +32,565 New
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$792K +$518K +21,368 +195%
BCM
330
Bluefin Capital Management
New York
$791K -$12.1K -500 -2%
NSEDCP
331
NJ State Employees Deferred Compensation Plan
New Jersey
$786K
NA
332
NewEdge Advisors
Louisiana
$785K +$1.32M +54,415 +84%
CAG
333
Csenge Advisory Group
Florida
$776K +$120K +4,933 +18%
RFC
334
Regions Financial Corp
Alabama
$768K +$353K +14,561 +87%
ACA
335
Aptus Capital Advisors
Alabama
$765K -$274K -11,290 -27%
EMG
336
ETF Managers Group
New Jersey
$752K +$33.4K +1,378 +5%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$742K +$734K +30,300 New
SAM
338
Shell Asset Management
Netherlands
$739K -$146K -6,039 -17%
CCM
339
Cullen Capital Management
New York
$738K -$578K -23,862 -44%
WSC
340
Wellington Shields & Co
New York
$735K
GCP
341
GSA Capital Partners
United Kingdom
$722K +$492K +20,312 +221%
SGCA
342
Steel Grove Capital Advisors
Tennessee
$704K
CCM
343
Coldstream Capital Management
Washington
$698K +$691K +28,510 New
AFP
344
Ausdal Financial Partners
Iowa
$691K +$21.4K +881 +3%
PIP
345
Peachtree Investment Partners
Florida
$689K
ETC
346
Exchange Traded Concepts
Oklahoma
$685K +$18.4K +760 +3%
VI
347
Vestcor Inc
New Brunswick, Canada
$676K +$308K +12,730 +86%
SCM
348
Shelton Capital Management
Colorado
$673K -$15K -618 -2%
ZIC
349
ZWJ Investment Counsel
Georgia
$655K -$572K -23,613 -47%
WSCM
350
Wellington Shields Capital Management
New York
$643K

FHN Hedge Fund Activity: Q4 2022 in Review

613 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2022, worth a combined $10.5B — up 5.6% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new FHN positions and 57 closed out — a net gain of 57 holders — while 196 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $480M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $249M.

  • 613 institutional investors held First Horizon (FHN) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $10.5B of First Horizon stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 114 funds opened new First Horizon positions in Q4 2022 and 57 closed out, a net change of +57 holders.
  • The largest First Horizon buyer in Q4 2022 was BlackRock, an estimated $480M added.
  • The largest First Horizon seller in Q4 2022 was Fuller & Thaler Asset Management, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.