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First Horizon

583 hedge funds and large institutions have $7.93B invested in First Horizon in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

0.8% more ownership

Funds ownership: 82.16%82.96% (+0.8%)

5% less funds holding

Funds holding: 613583 (-30)

23% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 109

25% less capital invested

Capital invested by funds: $10.5B → $7.93B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 3324 (-9)

59% less call options, than puts

Call options by funds: $63M | Put options by funds: $152M

Holders
583
Holders Change
-30
Holders Change %
-4.89%
% of All Funds
9.29%
Holding in Top 10
24
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-27.27%
% of All Funds
0.38%
New
84
Increased
209
Reduced
197
Closed
109
Calls
$63M
Puts
$152M
Net Calls
-$89M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
SignatureFD
Georgia
$262K -$25.5K -1,148 -7%
CIBC Asset Management
427
CIBC Asset Management
Ontario, Canada
$261K +$15.9K +717 +5%
AAM
428
Advisors Asset Management
Colorado
$260K -$2.53K -114 -0.8%
SAM
429
Seelaus Asset Management
New Jersey
$255K
ABLA
430
Alan B. Lancz & Associates
Ohio
$254K
NSG
431
Nalls Sherbakoff Group
Tennessee
$249K +$318K +14,299 New
SCA
432
Southern Capital Advisors
Tennessee
$246K +$112K +5,050 +58%
HCM
433
Hodges Capital Management
Texas
$245K +$5.45K +245 +2%
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$241K
AAS
435
Avantax Advisory Services
Texas
$238K +$1.02K +46 +0.3%
CA
436
CapWealth Advisors
Tennessee
$231K -$18.7K -841 -6%
AWM
437
Accurate Wealth Management
Florida
$228K +$87.6K +3,940 +44%
PIA
438
Pinion Investment Advisors
Kansas
$228K -$90.9K -4,090 -24%
ZIM
439
Zacks Investment Management
Illinois
$226K +$53.1K +2,391 +23%
BTI
440
Blue Trust Inc
Georgia
$225K -$67.3K -3,026 -25%
NP
441
Nilsine Partners
Colorado
$216K +$270K +12,146 New
CA
442
Cetera Advisors
Colorado
$215K +$1.8K +81 +0.7%
WJWM
443
Williams Jones Wealth Management
New York
$214K
PWM
444
Perigon Wealth Management
California
$211K -$106K -4,764 -29%
SCP
445
Silverleafe Capital Partners
Tennessee
$209K
HWA
446
HHM Wealth Advisors
Tennessee
$207K
SAM
447
Summit Asset Management
Tennessee
$207K +$49.5K +2,227 +24%
1832 Asset Management
448
1832 Asset Management
Ontario, Canada
$201K +$251K +11,297 New
KAS
449
Kestra Advisory Services
Texas
$199K -$1.14M -51,418 -82%
PFC
450
Poplar Forest Capital
California
$194K

FHN Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2023, worth a combined $7.93B — down 25% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of FHN and 84 opened new positions — a net loss of 25 holders — while 197 trimmed existing stakes and 209 added.

The largest buyer was LMR Partners, adding an estimated $77.4M. The largest seller was Charles Schwab, cutting an estimated $187M.

  • 583 institutional investors held First Horizon (FHN) as of Q1 2023, down from 613 in Q4 2022.
  • Funds reported $7.93B of First Horizon stock for Q1 2023, down 25% quarter-over-quarter.
  • 84 funds opened new First Horizon positions in Q1 2023 and 109 closed out, a net change of -25 holders.
  • The largest First Horizon buyer in Q1 2023 was LMR Partners, an estimated $77.4M added.
  • The largest First Horizon seller in Q1 2023 was Charles Schwab, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2023.