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First Horizon

327 hedge funds and large institutions have $4.92B invested in First Horizon in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2.16% more ownership

Funds ownership: 85.86%88.03% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 109

2% less capital invested

Capital invested by funds: $5.01B → $4.92B (-$88.1M)

5% less funds holding

Funds holding: 346327 (-19)

19% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $14.4M

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
327
Holders Change
-19
Holders Change %
-5.49%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
42
Increased
114
Reduced
109
Closed
58
Calls
$11.7M
Puts
$14.4M
Net Calls
-$2.68M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$42.4M -$44.6M -2,471,279 -50%
Bank of America
27
Bank of America
North Carolina
$40.8M +$3.28M +181,988 +8%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$39.3M +$327K +18,103 +0.8%
Charles Schwab
29
Charles Schwab
California
$36.8M +$11.7M +649,494 +44%
HCM
30
Huber Capital Management
California
$35.5M -$1.44M -79,721 -4%
CTA
31
Carillon Tower Advisers
Florida
$31.4M +$2.39M +132,700 +8%
Wells Fargo
32
Wells Fargo
California
$31M -$3.42M -189,262 -10%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$30.8M -$10.2K -564 -0%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$30.3M +$31M +1,717,858 +4,396%
AAMU
35
Amundi Asset Management US
Massachusetts
$29.1M -$4.53M -251,188 -13%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$26.7M +$2.11M +116,927 +8%
SO
37
STRS Ohio
Ohio
$25.6M +$6.63M +367,194 +33%
Principal Financial Group
38
Principal Financial Group
Iowa
$24.4M -$490K -27,137 -2%
DGHMC
39
Dalton, Greiner, Hartman, Maher & Co
New York
$23.7M +$5.65M +312,934 +30%
Ameriprise
40
Ameriprise
Minnesota
$23.1M +$2.5M +138,728 +12%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$22.5M +$833K +46,155 +4%
Allianz Asset Management
42
Allianz Asset Management
Germany
$21.8M +$439K +24,300 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$20.8M +$21.8M +1,206,089 New
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$17.3M +$1.8M +100,000 +11%
UBS Group
45
UBS Group
Switzerland
$17.1M -$33.5K -1,858 -0.2%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$15.7M -$66.4K -3,677 -0.4%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$15.5M +$375K +20,764 +2%
FHC
48
Forest Hill Capital
Arkansas
$15.1M +$6.72M +372,517 +74%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$15.1M +$4.27M +236,546 +37%
PPA
50
Parametric Portfolio Associates
Washington
$14.5M +$1.5M +83,158 +11%

FHN Hedge Fund Activity: Q3 2018 in Review

327 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2018, worth a combined $4.92B — down 1.8% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FHN and 42 opened new positions — a net loss of 16 holders — while 109 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, cutting an estimated $44.6M.

  • 327 institutional investors held First Horizon (FHN) as of Q3 2018, down from 346 in Q2 2018.
  • Funds reported $4.92B of First Horizon stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 42 funds opened new First Horizon positions in Q3 2018 and 58 closed out, a net change of -16 holders.
  • The largest First Horizon buyer in Q3 2018 was Fidelity Investments, an estimated $126M added.
  • The largest First Horizon seller in Q3 2018 was Lord, Abbett & Co, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2018.