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First Horizon

239 hedge funds and large institutions have $2.64B invested in First Horizon in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $480K

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $2.36B → $2.64B (+$285M)

7% more funds holding

Funds holding: 224239 (+15)

2.02% more ownership

Funds ownership: 81.3%83.32% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

Holders
239
Holders Change
+15
Holders Change %
+6.7%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
41
Increased
78
Reduced
80
Closed
20
Calls
$1.56M
Puts
$480K
Net Calls
+$1.08M
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$24.2M +$3.38M +266,969 +18%
Norges Bank
27
Norges Bank
Norway
$23.9M -$690K -54,428 -3%
SCM
28
Schneider Capital Management
Pennsylvania
$21.3M -$6.05M -477,414 -23%
American Century Companies
29
American Century Companies
Missouri
$21.1M +$6.73M +530,707 +52%
LI
30
LMCG Investments
Massachusetts
$19.9M -$1.56M -123,045 -8%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$16.8M +$120K +9,449 +0.8%
WRF
32
Waddell & Reed Financial
Kansas
$15.4M +$3.19M +252,000 +29%
AH
33
Achievement Holdings
Illinois
$15.3M +$14.3M +1,125,000 New
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$13.3M -$317 -25 -0%
TA
35
Teachers Advisors
New York
$12.2M +$1.54M +121,274 +16%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$12.1M +$603K +47,580 +5%
BIM
37
BlackRock Investment Management
Delaware
$11.9M +$2.15M +169,382 +24%
Retirement Systems of Alabama
38
Retirement Systems of Alabama
Alabama
$11.9M
DVM
39
Dreman Value Management
Florida
$11.3M +$545K +42,982 +5%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$10.1M -$17.1M -1,348,000 -64%
SBH
41
Segall Bryant & Hamill
Illinois
$9.57M +$2.07M +163,145 +30%
MAA
42
Managed Account Advisors
New Jersey
$8.99M +$4.58M +361,426 +120%
PCM
43
Penn Capital Management
Pennsylvania
$8.93M -$302K -23,821 -3%
Principal Financial Group
44
Principal Financial Group
Iowa
$8.91M +$772K +60,867 +10%
BA
45
Broadview Advisors
Wisconsin
$8.62M +$2.78M +219,550 +53%
PPA
46
Parametric Portfolio Associates
Washington
$7.98M -$8.13K -641 -0.1%
HEIP
47
Hudson Edge Investment Partners
New Jersey
$7.89M -$30.7K -2,420 -0.4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$7.58M -$771K -60,800 -10%
Macquarie Group
49
Macquarie Group
Australia
$7.34M
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$6.77M

FHN Hedge Fund Activity: Q4 2014 in Review

239 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2014, worth a combined $2.64B — up 12% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FHN positions and 20 closed out — a net gain of 21 holders — while 78 added to existing stakes and 80 trimmed.

The largest buyer was Invesco, adding an estimated $48.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $41.9M.

  • 239 institutional investors held First Horizon (FHN) as of Q4 2014, up from 224 in Q3 2014.
  • Funds reported $2.64B of First Horizon stock for Q4 2014, up 12% quarter-over-quarter.
  • 41 funds opened new First Horizon positions in Q4 2014 and 20 closed out, a net change of +21 holders.
  • The largest First Horizon buyer in Q4 2014 was Invesco, an estimated $48.4M added.
  • The largest First Horizon seller in Q4 2014 was Hotchkis & Wiley Capital Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2014.