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First Horizon

425 hedge funds and large institutions have $4.33B invested in First Horizon in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 64

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

41% more capital invested

Capital invested by funds: $3.07B → $4.33B (+$1.27B)

13% more funds holding

Funds holding: 377425 (+48)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16.66% less ownership

Funds ownership: 99.86%83.2% (-17%)

30% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $10.9M

Holders
425
Holders Change
+48
Holders Change %
+12.73%
% of All Funds
8.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
202
Reduced
64
Closed
57
Calls
$7.68M
Puts
$10.9M
Net Calls
-$3.23M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$2K
SWM
402
Selective Wealth Management
Virginia
$2K
SIM
403
Sonora Investment Management
Arizona
$2K
TFO
404
Tarbox Family Office
California
$2K
AssetMark Inc
405
AssetMark Inc
California
$2K +$56 +6 +3%
SWM
406
Sugarloaf Wealth Management
Georgia
$2K +$1.64K +174 New
NNP
407
Nachman Norwood & Parrott
South Carolina
$2K +$1.67K +178 New
AAP
408
Arax Advisory Partners
Colorado
$2K +$2.21K +235 New
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$2K +$2.3K +245 New
ONST
410
Old North State Trust
North Carolina
$2K +$2.46K +262 New
TPCW
411
TD Private Client Wealth
New York
$1.56K
BWM
412
BerganKDV Wealth Management
Minnesota
$1K
TCM
413
TD Capital Management
Tennessee
$1K
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$1K +$724 +77 New
PFWA
415
Paces Ferry Wealth Advisors
Georgia
$1K +$1.1K +117 New
ED
416
Exane Derivatives
France
$255
FCA
417
FinTrust Capital Advisors
South Carolina
$5
Balyasny Asset Management
418
Balyasny Asset Management
Illinois
-$14.4M -1,444,105 Closed
Marshall Wace
419
Marshall Wace
United Kingdom
-$8.37M -840,297 Closed
AU
420
Algebris (UK)
United Kingdom
-$4.82M -484,299 Closed
Hudson Bay Capital Management
421
Hudson Bay Capital Management
Connecticut
-$3.98M -400,000 Closed
Verition Fund Management
422
Verition Fund Management
Connecticut
-$2.82M -282,919 Closed
HA
423
Heartland Advisors
Wisconsin
-$1.11M -111,918 Closed
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
-$996K -99,967 Closed
EMFAT
425
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$908K -91,210 Closed

FHN Hedge Fund Activity: Q3 2020 in Review

425 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2020, worth a combined $4.33B — up 41% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FHN positions and 57 closed out — a net gain of 52 holders — while 202 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $205M. The largest seller was Franklin Resources, cutting an estimated $86.2M.

  • 425 institutional investors held First Horizon (FHN) as of Q3 2020, up from 377 in Q2 2020.
  • Funds reported $4.33B of First Horizon stock for Q3 2020, up 41% quarter-over-quarter.
  • 109 funds opened new First Horizon positions in Q3 2020 and 57 closed out, a net change of +52 holders.
  • The largest First Horizon buyer in Q3 2020 was Vanguard Group, an estimated $205M added.
  • The largest First Horizon seller in Q3 2020 was Franklin Resources, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2020.