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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
USAA
326
United Services Automobile Association
Texas
$594K -$558K -25,096 -43%
RJT
327
Raymond James Trust
Florida
$592K -$99.9K -4,495 -12%
DIP
328
Davis Investment Partners
North Carolina
$591K
IIM
329
INTECH Investment Management
Florida
$590K +$353K +15,883 +92%
PAM
330
Panagora Asset Management
Massachusetts
$590K +$2.31K +104 +0.3%
Nordea Investment Management
331
Nordea Investment Management
Sweden
$588K +$13.9K +624 +2%
DAM
332
Delta Asset Management
Tennessee
$587K -$1.33K -60 -0.2%
CAG
333
Csenge Advisory Group
Florida
$580K +$20.4K +918 +3%
BG
334
Bahl & Gaynor
Ohio
$577K -$11.2K -504 -2%
NSEDCP
335
NJ State Employees Deferred Compensation Plan
New Jersey
$571K
FWCM
336
Ferguson Wellman Capital Management
Oregon
$568K -$911K -41,001 -56%
ProShare Advisors
337
ProShare Advisors
Maryland
$568K -$936K -42,131 -57%
PFO
338
Pathstone Family Office
New Jersey
$567K -$1.35M -60,643 -66%
SEI Investments
339
SEI Investments
Pennsylvania
$559K +$366K +16,455 +110%
EMG
340
ETF Managers Group
New Jersey
$554K +$10.3K +464 +2%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$539K
EIP
342
Easterly Investment Partners
Massachusetts
$534K -$7.11M -319,714 -91%
SAM
343
Shell Asset Management
Netherlands
$534K -$2.33K -105 -0.3%
WSC
344
Wellington Shields & Co
New York
$533K
GAM
345
Gotham Asset Management
New York
$525K -$863K -38,852 -57%
Simplex Trading
346
Simplex Trading
Illinois
$516K +$332K +14,938 +106%
PA
347
Profund Advisors
Maryland
$514K +$89.2K +4,013 +16%
RFC
348
Regions Financial Corp
Alabama
$506K -$63.5K -2,858 -9%
M&T Bank
349
M&T Bank
New York
$504K +$163K +7,329 +35%
PIP
350
Peachtree Investment Partners
Florida
$500K

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.