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First Horizon

320 hedge funds and large institutions have $5.4B invested in First Horizon in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 125 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 19

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

379% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $614K

131% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 54

35% more capital invested

Capital invested by funds: $4.01B → $5.4B (+$1.39B)

33% more funds holding

Funds holding: 240320 (+80)

1.46% less ownership

Funds ownership: 89.48%88.02% (-1.5%)

Holders
320
Holders Change
+80
Holders Change %
+33.33%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
99
Increased
125
Reduced
54
Closed
19
Calls
$2.94M
Puts
$614K
Net Calls
+$2.33M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$44.5M -$4.78M -248,462 -10%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$42.6M -$27M -1,404,491 -40%
HCM
28
Huber Capital Management
California
$40.7M +$697K +36,200 +2%
Wells Fargo
29
Wells Fargo
California
$34.9M -$587K -30,516 -2%
AAMU
30
Amundi Asset Management US
Massachusetts
$34.7M +$647K +33,639 +2%
EC
31
EJF Capital
Virginia
$31.2M +$30.1M +1,562,000 New
Millennium Management
32
Millennium Management
New York
$30M +$28.9M +1,501,964 New
First Trust Advisors
33
First Trust Advisors
Illinois
$29.5M +$8.09M +420,169 +40%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$29M -$1.89M -98,103 -6%
Allianz Asset Management
35
Allianz Asset Management
Germany
$27.7M -$1.13M -58,700 -4%
Principal Financial Group
36
Principal Financial Group
Iowa
$27.6M -$3.85M -200,136 -13%
Deutsche Bank
37
Deutsche Bank
Germany
$27.3M +$2.66M +138,021 +11%
Charles Schwab
38
Charles Schwab
California
$26.6M +$5.38M +279,438 +27%
Renaissance Technologies
39
Renaissance Technologies
New York
$26.6M +$24.6M +1,277,253 +2,462%
Ameriprise
40
Ameriprise
Minnesota
$25.6M +$4.41M +229,099 +22%
DRZID
41
DePrince Race & Zollo Inc (DRZ)
Florida
$24.1M -$323K -16,790 -1%
O
42
OppenheimerFunds
New York
$21M +$16.6K +865 +0.1%
GC
43
Gillson Capital
Illinois
$20.8M +$4.3M +223,595 +27%
LCM
44
Laurion Capital Management
New York
$17.4M +$16.7M +869,676 New
Morgan Stanley
45
Morgan Stanley
New York
$17.3M +$5M +259,874 +43%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$16.8M +$2.26M +117,593 +16%
ACL
47
Azora Capital LP
Florida
$16.5M +$15.9M +825,479 New
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$16.4M +$15.8M +820,600 New
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$16.4M -$310K -16,120 -2%
DGHMC
50
Dalton, Greiner, Hartman, Maher & Co
New York
$15.7M +$15.1M +785,496 New

FHN Hedge Fund Activity: Q4 2017 in Review

320 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2017, worth a combined $5.4B — up 35% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new FHN positions and 19 closed out — a net gain of 80 holders — while 125 added to existing stakes and 54 trimmed.

The largest buyer was Franklin Resources, adding an estimated $183M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.8M.

  • 320 institutional investors held First Horizon (FHN) as of Q4 2017, up from 240 in Q3 2017.
  • Funds reported $5.4B of First Horizon stock for Q4 2017, up 35% quarter-over-quarter.
  • 99 funds opened new First Horizon positions in Q4 2017 and 19 closed out, a net change of +80 holders.
  • The largest First Horizon buyer in Q4 2017 was Franklin Resources, an estimated $183M added.
  • The largest First Horizon seller in Q4 2017 was T. Rowe Price Associates, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2017.