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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
SWM
426
Spire Wealth Management
Virginia
$133K +$700 +42 +0.5%
CFA
427
Carroll Financial Associates
North Carolina
$110K +$750 +45 +0.7%
IA
428
IFP Advisors
Florida
$108K
BG
429
Bollard Group
Massachusetts
$107K +$967 +58 +0.9%
SPIA
430
Steward Partners Investment Advisory
New York
$104K +$13.5K +809 +15%
HNB
431
Huntington National Bank
Ohio
$101K +$50K +3,001 +94%
NIPH
432
NN Investment Partners Holdings
Netherlands
$101K +$103K +6,200 New
VCM
433
Vigilant Capital Management
Maine
$101K +$103K +6,200 New
GWM
434
Geneos Wealth Management
Colorado
$97K +$8.92K +535 +10%
LS
435
Leelyn Smith
Illinois
$89K
LIM
436
Longfellow Investment Management
Massachusetts
$89K
CG
437
Cutler Group
California
$87K +$89.7K +5,382 New
CAM
438
CenterStar Asset Management
Illinois
$84K
SCA
439
Snowden Capital Advisors
New York
$83K +$85.3K +5,116 New
SAM
440
Storebrand Asset Management
Norway
$80.7K -$400 -24 -0.5%
FF
441
FourThought Financial
Florida
$80K +$3.87K +232 +5%
C
442
Covestor
United Kingdom
$79K +$80.6K +4,837 New
CWC
443
Carolinas Wealth Consulting
North Carolina
$65K
SN
444
Sittner & Nelson
Oregon
$65K
TCM
445
TD Capital Management
Tennessee
$52K +$300 +18 +0.6%
LC
446
Lindbrook Capital
California
$48K -$1.18K -71 -2%
Manulife (Manufacturers Life Insurance)
447
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3K -$5.92M -354,957 -12%
PA
448
Parallel Advisors
California
$44K +$8.8K +528 +24%
UB
449
UMB Bank
Missouri
$42K +$42.7K +2,562 New
NFG
450
Next Financial Group
Texas
$41K -$17.5K -1,052 -30%

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.