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First Horizon

481 hedge funds and large institutions have $7.67B invested in First Horizon in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $16.5M

31% more capital invested

Capital invested by funds: $5.84B → $7.67B (+$1.83B)

31% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 58

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 465481 (+16)

0.16% less ownership

Funds ownership: 82.25%82.09% (-0.16%)

9% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 162

Holders
481
Holders Change
+16
Holders Change %
+3.44%
% of All Funds
8.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
76
Increased
148
Reduced
162
Closed
58
Calls
$28.2M
Puts
$16.5M
Net Calls
+$11.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Pinnacle Associates
New York
$174K -$6.6K -417 -4%
S
377
SignatureFD
Georgia
$173K +$506 +32 +0.3%
SWM
378
SeaCrest Wealth Management
New York
$172K +$2.15K +136 +1%
VFA
379
Values First Advisors
Tennessee
$172K +$161K +10,189 New
SWP
380
Stratos Wealth Partners
Ohio
$170K +$16 +1 +0%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$162K +$2.36K +149 +2%
AAM
382
Advisors Asset Management
Colorado
$156K -$78K -4,931 -35%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$156K -$77.2K -4,877 -35%
SFSIG
384
San Francisco Sentry Investment Group
California
$154K +$144K +9,100 New
LIM
385
Longfellow Investment Management
Massachusetts
$148K
KPCM
386
Kings Point Capital Management
New York
$143K -$15.8K -1,000 -11%
SIC
387
Salem Investment Counselors
North Carolina
$132K
GWM
388
Geneos Wealth Management
Colorado
$131K +$28.5K +1,800 +33%
CFB
389
Cullen/Frost Bankers
Texas
$129K
SEC
390
Seven Eight Capital
New York
$129K
EI
391
Ellevest Inc
New York
$129K +$6.06K +383 +5%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$117K +$61.7K +3,899 +130%
CFA
393
Carroll Financial Associates
North Carolina
$112K +$854 +54 +0.8%
BG
394
Bollard Group
Massachusetts
$108K
HNB
395
Huntington National Bank
Ohio
$105K
BCA
396
Berman Capital Advisors
Georgia
$103K -$4.32K -273 -4%
NICM
397
Neo Ivy Capital Management
New York
$88K -$384K -24,268 -82%
SN
398
Sittner & Nelson
Oregon
$68K
GI
399
Gradient Investments
Minnesota
$68K +$63.2K +3,996 New
CWC
400
Carolinas Wealth Consulting
North Carolina
$67K

FHN Hedge Fund Activity: Q1 2021 in Review

481 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2021, worth a combined $7.67B — up 31% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FHN positions and 58 closed out — a net gain of 18 holders — while 148 added to existing stakes and 162 trimmed.

The largest buyer was BlackRock, adding an estimated $194M. The largest seller was Citadel Advisors, cutting an estimated $148M.

  • 481 institutional investors held First Horizon (FHN) as of Q1 2021, up from 465 in Q4 2020.
  • Funds reported $7.67B of First Horizon stock for Q1 2021, up 31% quarter-over-quarter.
  • 76 funds opened new First Horizon positions in Q1 2021 and 58 closed out, a net change of +18 holders.
  • The largest First Horizon buyer in Q1 2021 was BlackRock, an estimated $194M added.
  • The largest First Horizon seller in Q1 2021 was Citadel Advisors, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2021.