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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
AG
376
AIA Group
Hong Kong
$389K -$81.7K -3,675 -14%
LFAS
377
Level Four Advisory Services
Texas
$387K +$10.2K +458 +2%
VHAM
378
Van Hulzen Asset Management
California
$384K
SS
379
Simplicity Solutions
Minnesota
$383K +$231K +10,394 +93%
BFG
380
Bleakley Financial Group
New Jersey
$383K +$15.4K +692 +3%
BPA
381
Beacon Pointe Advisors
California
$380K -$48.5K -2,184 -9%
ECM
382
EMC Capital Management
Texas
$376K
BPC
383
Banque Pictet & Cie
Switzerland
$375K +$122K +5,469 +35%
VDI
384
Vaughan David Investments
Illinois
$358K
AC
385
Athos Capital
Hong Kong
$356K +$444K +20,000 New
TMAM
386
Tokio Marine Asset Management
Japan
$344K -$3.9M -175,501 -90%
Neuberger Berman Group
387
Neuberger Berman Group
New York
$344K -$32.6K -1,468 -7%
ET
388
Equitable Trust
Tennessee
$342K +$111K +4,982 +35%
CA
389
Continuum Advisory
Idaho
$340K -$17.1K -770 -4%
WFA
390
WMG Financial Advisors
Tennessee
$339K +$404K +18,179 New
TA
391
TruWealth Advisors
Louisiana
$338K +$20.4K +916 +5%
Impax Asset Management Group
392
Impax Asset Management Group
United Kingdom
$338K +$422K +18,989 New
API
393
Advisor Partners II
California
$335K -$62.1K -2,794 -13%
MCA
394
Millennium Capital Advisors
Arkansas
$334K -$10.9K -491 -3%
William Blair & Company
395
William Blair & Company
Illinois
$332K -$38.5K -1,731 -8%
PHS
396
Pekin Hardy Strauss
Illinois
$331K -$119K -5,375 -22%
MML Investors Services
397
MML Investors Services
Massachusetts
$331K +$188K +8,471 +83%
CCA
398
Cobblestone Capital Advisors
New York
$326K
HWM
399
HB Wealth Management
Georgia
$324K +$12.3K +552 +3%
AIM
400
Achmea Investment Management
Netherlands
$323K +$404K +18,175 New

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.