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First Horizon

529 hedge funds and large institutions have $6.94B invested in First Horizon in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 159 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

48% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $16.6M

7% more funds holding

Funds holding: 495529 (+34)

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$275M)

1.58% less ownership

Funds ownership: 80.62%79.05% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 185

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
529
Holders Change
+34
Holders Change %
+6.87%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
159
Reduced
185
Closed
43
Calls
$24.6M
Puts
$16.6M
Net Calls
+$8.02M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
401
Fort Point Capital Partners
California
$189K -$8.09K -485 -4%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$185K +$10.7K +639 +6%
SIC
403
Salem Investment Counselors
North Carolina
$185K +$58.4K +3,500 +45%
HWM
404
HB Wealth Management
Georgia
$185K +$189K +11,328 New
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$182K -$83.5K -5,011 -31%
WWMSC
406
Wagner Wealth Management (South Carolina)
South Carolina
$182K
CA
407
Cullinan Associates
Kentucky
$180K
FI
408
Fractal Investments
Connecticut
$180K +$183K +10,999 New
Mirae Asset Global Investments
409
Mirae Asset Global Investments
South Korea
$175K -$728K -43,676 -80%
MWM
410
Modera Wealth Management
New Jersey
$174K +$177K +10,631 New
SIC
411
Sterling Investment Counsel
New York
$173K +$177K +10,591 New
Wealthfront Advisers
412
Wealthfront Advisers
California
$171K -$16.6K -998 -9%
BWM
413
BCS Wealth Management
Tennessee
$171K
CIC
414
Cornercap Investment Counsel
Georgia
$170K -$8.3K -498 -5%
CB
415
Commerce Bank
Missouri
$169K -$2.17K -130 -1%
SWM
416
SeaCrest Wealth Management
New York
$168K -$867 -52 -0.5%
DS
417
DRW Securities
Illinois
$167K +$170K +10,224 New
MML Investors Services
418
MML Investors Services
Massachusetts
$166K -$17K -1,022 -9%
SWP
419
Stratos Wealth Partners
Ohio
$166K +$169K +10,145 New
V
420
Veritable
Delaware
$166K +$169K +10,164 New
DT
421
Diversified Trust
Tennessee
$165K +$734 +44 +0.4%
EI
422
Ellevest Inc
New York
$163K +$4.83K +290 +3%
PWC
423
PYA Waltman Capital
Tennessee
$149K +$152K +9,105 New
KPCM
424
Kings Point Capital Management
New York
$138K
AF
425
Allworth Financial
California
$136K +$17.9K +1,075 +15%

FHN Hedge Fund Activity: Q4 2021 in Review

529 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2021, worth a combined $6.94B — down 3.8% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FHN positions and 43 closed out — a net gain of 43 holders — while 159 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $37.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 529 institutional investors held First Horizon (FHN) as of Q4 2021, up from 495 in Q3 2021.
  • Funds reported $6.94B of First Horizon stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 86 funds opened new First Horizon positions in Q4 2021 and 43 closed out, a net change of +43 holders.
  • The largest First Horizon buyer in Q4 2021 was BlackRock, an estimated $37.9M added.
  • The largest First Horizon seller in Q4 2021 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.