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First Horizon

613 hedge funds and large institutions have $10.5B invested in First Horizon in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 196 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

8% more funds holding

Funds holding: 566613 (+47)

6% more capital invested

Capital invested by funds: $9.97B → $10.5B (+$562M)

0.6% more ownership

Funds ownership: 81.56%82.16% (+0.6%)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 203

41% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $89.5M

Holders
613
Holders Change
+47
Holders Change %
+8.3%
% of All Funds
9.85%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.53%
New
114
Increased
196
Reduced
203
Closed
57
Calls
$52.4M
Puts
$89.5M
Net Calls
-$37.1M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$407K +$402K +16,605 New
CFB
402
Cullen/Frost Bankers
Texas
$407K
MIM
403
MTM Investment Management
South Carolina
$403K -$55.8K -2,304 -12%
CG
404
Cutler Group
California
$402K +$355K +14,651 +818%
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$397K +$393K +16,202 New
First Manhattan
406
First Manhattan
New York
$394K +$22.8K +942 +6%
BL
407
Balentine LLC
Georgia
$392K +$13K +536 +3%
FSA
408
Franklin Street Advisors
North Carolina
$389K
S
409
SignatureFD
Georgia
$389K -$6.64K -274 -2%
P
410
Pitcairn
Pennsylvania
$388K -$2.79K -115 -0.7%
BPC
411
Banque Pictet & Cie
Switzerland
$383K +$379K +15,633 New
MAS
412
Meeder Advisory Services
Ohio
$381K +$377K +15,547 New
ARC
413
Advisor Resource Council
Texas
$374K -$192K -7,905 -34%
FFM
414
Forum Financial Management
Illinois
$368K
HHGC
415
Hunting Hill Global Capital
New York
$368K +$364K +15,000 New
SEI Investments
416
SEI Investments
Pennsylvania
$367K -$2.16M -89,161 -86%
AAM
417
Advisors Asset Management
Colorado
$361K -$35.2K -1,454 -9%
VF
418
Virtu Financial
New York
$358K +$354K +14,598 New
ABLA
419
Alan B. Lancz & Associates
Ohio
$352K
ET
420
Equitable Trust
Tennessee
$349K +$345K +14,239 New
Simplex Trading
421
Simplex Trading
Illinois
$346K -$579K -23,911 -63%
BAM
422
Belpointe Asset Management
Nevada
$345K -$240K -9,923 -41%
CIBC Asset Management
423
CIBC Asset Management
Ontario, Canada
$342K -$169K -6,962 -33%
SAM
424
Seelaus Asset Management
New Jersey
$341K
CA
425
CapWealth Advisors
Tennessee
$339K

FHN Hedge Fund Activity: Q4 2022 in Review

613 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2022, worth a combined $10.5B — up 5.6% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new FHN positions and 57 closed out — a net gain of 57 holders — while 196 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $480M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $249M.

  • 613 institutional investors held First Horizon (FHN) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $10.5B of First Horizon stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 114 funds opened new First Horizon positions in Q4 2022 and 57 closed out, a net change of +57 holders.
  • The largest First Horizon buyer in Q4 2022 was BlackRock, an estimated $480M added.
  • The largest First Horizon seller in Q4 2022 was Fuller & Thaler Asset Management, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.