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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
ZIM
451
Zacks Investment Management
Illinois
$253K -$65K -2,683 -21%
ECM
452
Evergreen Capital Management
Washington
$253K -$339 -14 -0.1%
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$251K +$16.9K +698 +7%
CIC
454
Cornercap Investment Counsel
Georgia
$251K
SIC
455
Salem Investment Counselors
North Carolina
$249K -$52.6K -2,170 -18%
MML Investors Services
456
MML Investors Services
Massachusetts
$249K +$6.08K +251 +3%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$248K +$245K +10,120 New
NSCM
458
New South Capital Management
Tennessee
$248K
CCA
459
Cravens & Co Advisors
Tennessee
$242K +$239K +9,865 New
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$235K -$55.7K -2,300 -19%
SPIA
461
Steward Partners Investment Advisory
New York
$232K +$98.7K +4,074 +75%
HH
462
Hilltop Holdings
Texas
$232K -$17.4K -718 -7%
SAM
463
Summit Asset Management
Tennessee
$230K -$68.2K -2,813 -23%
Wealthfront Advisers
464
Wealthfront Advisers
California
$230K -$10.9K -451 -5%
BRWA
465
B. Riley Wealth Advisors
Florida
$228K -$23K -951 -9%
PWC
466
PYA Waltman Capital
Tennessee
$223K
S
467
Seeyond
France
$223K +$220K +9,089 New
IP
468
Ignite Planners
California
$221K -$8.72K -360 -4%
KWM
469
Kingsview Wealth Management
Oregon
$220K
HWM
470
Hassell Wealth Management
Louisiana
$220K +$218K +8,985 New
AWM
471
Accurate Wealth Management
Florida
$218K +$215K +8,884 New
CCM
472
Crew Capital Management
Ohio
$218K
SCA
473
Southern Capital Advisors
Tennessee
$215K +$1.28K +53 +0.6%
KeyBank National Association
474
KeyBank National Association
Ohio
$214K -$8.97K -370 -4%
SPC
475
Sigma Planning Corp
Michigan
$214K +$211K +8,722 New

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.