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First Horizon

500 hedge funds and large institutions have $7.76B invested in First Horizon in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $12.7M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 152

4% more funds holding

Funds holding: 481500 (+19)

1% more capital invested

Capital invested by funds: $7.67B → $7.76B (+$96.1M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.57% less ownership

Funds ownership: 82.09%81.51% (-0.57%)

Holders
500
Holders Change
+19
Holders Change %
+3.95%
% of All Funds
8.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
176
Reduced
152
Closed
49
Calls
$23.9M
Puts
$12.7M
Net Calls
+$11.2M
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Bluefin Capital Management
New York
$187K
BFM
402
Boothbay Fund Management
New York
$182K +$192K +10,552 New
SWM
403
SeaCrest Wealth Management
New York
$179K +$4.12K +227 +2%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$179K +$188K +10,379 New
Lido Advisors
405
Lido Advisors
California
$177K -$3.2K -176 -2%
DT
406
Diversified Trust
Tennessee
$175K -$27.2K -1,500 -13%
EI
407
Ellevest Inc
New York
$172K +$42.3K +2,331 +31%
CIP
408
Convergence Investment Partners
Florida
$172K +$181K +9,945 New
IA
409
IFP Advisors
Florida
$163K +$119K +6,547 +221%
SFSIG
410
San Francisco Sentry Investment Group
California
$157K -$454 -25 -0.3%
KPCM
411
Kings Point Capital Management
New York
$146K
FF
412
FourThought Financial
Florida
$142K +$145K +7,985 +2,893%
SIC
413
Salem Investment Counselors
North Carolina
$135K
CFA
414
Carroll Financial Associates
North Carolina
$116K +$763 +42 +0.6%
BG
415
Bollard Group
Massachusetts
$111K +$1.02K +56 +0.9%
BCA
416
Berman Capital Advisors
Georgia
$105K -$363 -20 -0.3%
GWM
417
Geneos Wealth Management
Colorado
$97K -$27.8K -1,532 -21%
LIM
418
Longfellow Investment Management
Massachusetts
$94K -$60.1K -3,311 -38%
Canada Pension Plan Investment Board
419
Canada Pension Plan Investment Board
Ontario, Canada
$94K +$98.6K +5,433 New
WAM
420
Wolverine Asset Management
Illinois
$84K +$70.1K +3,862 +384%
SAM
421
Storebrand Asset Management
Norway
$77.9K +$16.1K +888 +25%
CFGS
422
Concourse Financial Group Securities
Alabama
$72K +$75.2K +4,141 New
SN
423
Sittner & Nelson
Oregon
$69K
HNB
424
Huntington National Bank
Ohio
$68K -$41K -2,259 -36%
CWC
425
Carolinas Wealth Consulting
North Carolina
$68K

FHN Hedge Fund Activity: Q2 2021 in Review

500 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q2 2021, worth a combined $7.76B — up 1.3% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new FHN positions and 49 closed out — a net gain of 23 holders — while 176 added to existing stakes and 152 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $167M. The largest seller was Citadel Advisors, cutting an estimated $129M.

  • 500 institutional investors held First Horizon (FHN) as of Q2 2021, up from 481 in Q1 2021.
  • Funds reported $7.76B of First Horizon stock for Q2 2021, up 1.3% quarter-over-quarter.
  • 72 funds opened new First Horizon positions in Q2 2021 and 49 closed out, a net change of +23 holders.
  • The largest First Horizon buyer in Q2 2021 was LSV Asset Management, an estimated $167M added.
  • The largest First Horizon seller in Q2 2021 was Citadel Advisors, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.