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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
HCM
426
Hodges Capital Management
Texas
$337K
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$332K -$45.7K -1,885 -12%
PRS
428
Pinkerton Retirement Specialists
Idaho
$332K -$407K -16,779 -55%
AAS
429
Avantax Advisory Services
Texas
$327K +$1.26K +52 +0.4%
Walleye Trading
430
Walleye Trading
New York
$315K -$273K -11,279 -47%
EI
431
Ethic Inc
New York
$313K -$1.77K -73 -0.6%
DT
432
Diversified Trust
Tennessee
$307K -$11.2K -461 -4%
WJWM
433
Williams Jones Wealth Management
New York
$295K -$24 -1 -0%
CA
434
Cetera Advisors
Colorado
$294K +$291K +11,989 New
SIC
435
Sterling Investment Counsel
New York
$292K +$34.7K +1,430 +14%
SCP
436
Silverleafe Capital Partners
Tennessee
$288K
HWA
437
HHM Wealth Advisors
Tennessee
$286K
BTI
438
Blue Trust Inc
Georgia
$279K +$71.7K +2,959 +32%
SS
439
Simplicity Solutions
Minnesota
$274K +$46K +1,897 +20%
CIC
440
Chase Investment Counsel
Virginia
$273K -$21.2K -875 -7%
Dimensional Fund Advisors
441
Dimensional Fund Advisors
Texas
$270K -$1.98M -81,879 -0.7%
PFC
442
Poplar Forest Capital
California
$267K
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$265K -$2.54K -105 -1%
SWP
444
Stratos Wealth Partners
Ohio
$265K -$32.5K -1,340 -11%
EGM
445
Engineers Gate Manager
New York
$264K -$32.1K -1,324 -11%
MCA
446
Magnolia Capital Advisors
Mississippi
$261K -$969 -40 -0.4%
BC
447
Burney Company
Virginia
$259K -$20.9K -861 -8%
BBHC
448
Brown Brothers Harriman & Co
New York
$257K -$26.5K -1,094 -9%
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$257K +$254K +10,496 New
C
450
CEDRUS
Colorado
$255K -$2.06K -85 -0.8%

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.