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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
QCG
451
Quadrant Capital Group
Ohio
$41K +$5.77K +346 +16%
PH
452
Pinnacle Holdings
Oklahoma
$40K
AW
453
Avion Wealth
Texas
$40K
BWS
454
BCR Wealth Strategies
Alabama
$39K +$39.3K +2,360 New
CAL
455
Capital Analysts LLC
Pennsylvania
$38K
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$34K -$3.05K -183 -8%
FFWM
457
Future Financial Wealth Management
Ohio
$33K +$33.3K +2,000 New
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$31K +$31.6K +1,895 New
Lazard Asset Management
459
Lazard Asset Management
New York
$28K +$18.3K +1,096 +173%
AA
460
Ancora Advisors
Ohio
$27K -$31.5K -1,890 -54%
TFS
461
TrustCore Financial Services
Tennessee
$26K -$17.3K -1,037 -39%
EWA
462
EverSource Wealth Advisors
Alabama
$25K +$25.9K +1,555 New
STCOSD
463
Sageworth Trust Company of South Dakota
South Dakota
$24K +$24.5K +1,467 New
CA
464
Clearstead Advisors
Ohio
$24K +$24.8K +1,489 New
PP
465
PrairieView Partners
Minnesota
$22K
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K +$22.2K +1,329 New
APA
467
American Portfolios Advisors
New York
$20.5K +$50 +3 +0.2%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$19K
FPS
469
Fieldpoint Private Securities
Connecticut
$18K +$11.4K +685 +154%
HCP
470
Hexagon Capital Partners
Arkansas
$17K
MFT
471
Moisand Fitzgerald Tamayo
Florida
$17K
CC
472
Commons Capital
Massachusetts
$16K +$16.7K +1,000 New
HFM
473
Harvest Fund Management
China
$15K
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$13K
BIA
475
Bell Investment Advisors
California
$13K +$500 +30 +4%

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.