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First Horizon

540 hedge funds and large institutions have $6.86B invested in First Horizon in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $21.2M

7% more capital invested

Capital invested by funds: $6.42B → $6.86B (+$439M)

3% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 68

0.78% less ownership

Funds ownership: 81.14%80.37% (-0.78%)

1% less funds holding

Funds holding: 545540 (-5)

3% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 188

Holders
540
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
7.78%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
70
Increased
183
Reduced
188
Closed
68
Calls
$23.4M
Puts
$21.2M
Net Calls
+$2.21M
Net Calls Change
-$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
351
Isthmus Partners
Wisconsin
$284K
XT
352
XTX Topco
Cayman Islands
$284K -$35.8K -2,494 -12%
KBC Group
353
KBC Group
Belgium
$284K -$319K -22,207 -55%
TA
354
TruWealth Advisors
Louisiana
$281K +$1.15K +80 +0.4%
DG
355
DMC Group
Alabama
$278K +$56.2K +3,912 +28%
CA
356
CapWealth Advisors
Tennessee
$266K
Vontobel Holding
357
Vontobel Holding
Switzerland
$266K +$248K +17,274 New
BPA
358
Beacon Pointe Advisors
California
$266K +$14.3K +994 +6%
CC
359
Cipher Capital
New York
$263K -$369K -25,730 -60%
SM
360
Salzhauer Michael
$262K +$244K +17,000 New
IIM
361
INTECH Investment Management
Florida
$258K +$241K +16,785 New
CB
362
Commerce Bank
Missouri
$256K -$962 -67 -0.4%
MIM
363
MTM Investment Management
South Carolina
$254K
BAM
364
Belpointe Asset Management
Nevada
$253K +$51.8K +3,610 +28%
PCMC
365
Paragon Capital Management (Colorado)
Colorado
$252K +$2.05K +143 +0.9%
IPW
366
Impact Partnership Wealth
Georgia
$251K -$39.1K -2,726 -14%
RCM
367
Ridgepath Capital Management
Tennessee
$249K -$6.18M -430,268 -96%
OC
368
Oppenheimer & Co
New York
$245K -$3.4K -237 -1%
FSA
369
Franklin Street Advisors
North Carolina
$245K -$45.9K -3,200 -17%
DWA
370
Delap Wealth Advisory
Oregon
$243K +$226K +15,757 New
SDJVC
371
St. Denis J. Villere & Co
Louisiana
$239K
HI
372
Handelsinvest Investeringsforvaltning
Denmark
$239K -$115K -8,045 -34%
SGCA
373
Steel Grove Capital Advisors
Tennessee
$236K +$1.16K +81 +0.5%
S
374
SignatureFD
Georgia
$233K +$22K +1,535 +11%
William Blair & Company
375
William Blair & Company
Illinois
$233K +$1.42K +99 +0.7%

FHN Hedge Fund Activity: Q1 2024 in Review

540 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2024, worth a combined $6.86B — up 6.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new FHN positions and 68 closed out — a net gain of 2 holders — while 183 added to existing stakes and 188 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $283M. The largest seller was Citadel Advisors, cutting an estimated $123M.

  • 540 institutional investors held First Horizon (FHN) as of Q1 2024, down from 545 in Q4 2023.
  • Funds reported $6.86B of First Horizon stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 70 funds opened new First Horizon positions in Q1 2024 and 68 closed out, a net change of +2 holders.
  • The largest First Horizon buyer in Q1 2024 was Bank of New York Mellon, an estimated $283M added.
  • The largest First Horizon seller in Q1 2024 was Citadel Advisors, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.