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First Horizon

258 hedge funds and large institutions have $2.76B invested in First Horizon in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $926K

8% more funds holding

Funds holding: 239258 (+19)

4% more capital invested

Capital invested by funds: $2.64B → $2.76B (+$119M)

0.35% more ownership

Funds ownership: 83.32%83.67% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

Holders
258
Holders Change
+19
Holders Change %
+7.95%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
80
Reduced
88
Closed
17
Calls
$1.75M
Puts
$926K
Net Calls
+$829K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$23.4M -$1.62M -117,745 -7%
LI
27
LMCG Investments
Massachusetts
$22.2M +$1.23M +89,529 +6%
AAMU
28
Amundi Asset Management US
Massachusetts
$21.7M +$20.9M +1,515,925 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$18.7M +$974K +70,719 +6%
WRF
30
Waddell & Reed Financial
Kansas
$16.6M +$376K +27,300 +2%
WG
31
Winton Group
United Kingdom
$14.3M +$13.8M +999,543 New
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$14M +$165 +12 +0%
Retirement Systems of Alabama
33
Retirement Systems of Alabama
Alabama
$12.7M +$131K +9,525 +1%
BIM
34
BlackRock Investment Management
Delaware
$12.2M -$294K -21,329 -2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$12.1M
American Century Companies
36
American Century Companies
Missouri
$11.5M -$10.3M -745,795 -48%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$10.5M
DVM
38
Dreman Value Management
Florida
$10.5M -$1.37M -99,379 -12%
MAA
39
Managed Account Advisors
New Jersey
$9.97M +$489K +35,515 +5%
Principal Financial Group
40
Principal Financial Group
Iowa
$9.92M +$527K +38,263 +6%
BA
41
Broadview Advisors
Wisconsin
$9.09M +$21.4K +1,550 +0.2%
Charles Schwab
42
Charles Schwab
California
$8.59M +$1.88M +136,523 +29%
PPA
43
Parametric Portfolio Associates
Washington
$8.51M +$111K +8,028 +1%
PCM
44
Penn Capital Management
Pennsylvania
$8.11M -$1.25M -90,466 -14%
Macquarie Group
45
Macquarie Group
Australia
$7.72M
SBH
46
Segall Bryant & Hamill
Illinois
$7.57M -$2.41M -174,605 -25%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$7.39M -$565K -41,027 -7%
HHC
48
Hutchin Hill Capital
New York
$7.19M +$6.93M +503,100 New
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$7.13M
AIG
50
American International Group
New York
$6.77M +$106K +7,711 +2%

FHN Hedge Fund Activity: Q1 2015 in Review

258 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2015, worth a combined $2.76B — up 4.5% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FHN positions and 17 closed out — a net gain of 21 holders — while 80 added to existing stakes and 88 trimmed.

The largest buyer was Invesco, adding an estimated $93.5M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $81.4M.

  • 258 institutional investors held First Horizon (FHN) as of Q1 2015, up from 239 in Q4 2014.
  • Funds reported $2.76B of First Horizon stock for Q1 2015, up 4.5% quarter-over-quarter.
  • 38 funds opened new First Horizon positions in Q1 2015 and 17 closed out, a net change of +21 holders.
  • The largest First Horizon buyer in Q1 2015 was Invesco, an estimated $93.5M added.
  • The largest First Horizon seller in Q1 2015 was Hotchkis & Wiley Capital Management, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2015.