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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
BBHC
451
Brown Brothers Harriman & Co
New York
$194K +$8.82K +397 +4%
AWM
452
Apollon Wealth Management
South Carolina
$193K +$242K +10,874 New
SWP
453
Stratos Wealth Partners
Ohio
$192K +$222 +10 +0.1%
CW
454
CreativeOne Wealth
Kansas
$192K +$240K +10,795 New
SIC
455
Sterling Investment Counsel
New York
$191K -$26.1K -1,175 -10%
CCM
456
Cullen Capital Management
New York
$190K -$431K -19,404 -64%
MCA
457
Magnolia Capital Advisors
Mississippi
$189K -$645 -29 -0.3%
BC
458
Burney Company
Virginia
$187K -$1.56K -70 -0.7%
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$187K
C
460
CEDRUS
Colorado
$185K
ECM
461
Evergreen Capital Management
Washington
$182K -$1.45K -65 -0.6%
SGCA
462
Steel Grove Capital Advisors
Tennessee
$180K -$413K -18,598 -65%
NSCM
463
New South Capital Management
Tennessee
$180K
SIC
464
Salem Investment Counselors
North Carolina
$180K -$1.91K -86 -0.9%
ISL
465
Ingalls & Snyder LLC
New York
$178K +$222K +10,000 New
BMCM
466
Black Maple Capital Management
Wisconsin
$178K +$222K +10,000 New
Macquarie Group
467
Macquarie Group
Australia
$146K +$145K +6,536 +79%
SPIA
468
Steward Partners Investment Advisory
New York
$137K -$40.1K -1,803 -19%
CFB
469
Cullen/Frost Bankers
Texas
$135K -$200K -9,000 -54%
SIA
470
SkyView Investment Advisors
New Jersey
$133K +$167K +7,500 New
AF
471
Allworth Financial
California
$131K -$16.3K -734 -9%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$126K +$27.5K +1,237 +21%
BCMLT
473
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K +$244 +11 +0.2%
BG
474
Bollard Group
Massachusetts
$120K +$933 +42 +0.6%
EL
475
EMFO LLC
Florida
$113K +$142K +6,382 New

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.