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First Horizon

529 hedge funds and large institutions have $6.94B invested in First Horizon in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 159 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

48% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $16.6M

7% more funds holding

Funds holding: 495529 (+34)

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$275M)

1.58% less ownership

Funds ownership: 80.62%79.05% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 185

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
529
Holders Change
+34
Holders Change %
+6.87%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
159
Reduced
185
Closed
43
Calls
$24.6M
Puts
$16.6M
Net Calls
+$8.02M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.8K +767 New
ST
477
Smithfield Trust
Pennsylvania
$12K
CFCI
478
Comprehensive Financial Consultants Institutional
Indiana
$12K +$11.4K +685 New
Walleye Trading
479
Walleye Trading
New York
$12K +$12.4K +742 New
AIM
480
Anchor Investment Management
South Carolina
$11.7K
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$11K
PCM
482
Peregrine Capital Management
Minnesota
$11K
PB
483
Pinnacle Bancorp
Nebraska
$11K
ACM
484
Aquatic Capital Management
Illinois
$11K +$11.7K +700 New
SQA
485
Simon Quick Advisors
New Jersey
$10K -$1.02K -61 -9%
TWA
486
TCI Wealth Advisors
Arizona
$10K -$734 -44 -7%
GAM
487
Gemmer Asset Management
California
$10K
GWS
488
Glassman Wealth Services
Virginia
$10K +$500 +30 +5%
CTC
489
Central Trust Company
Missouri
$8K +$8.34K +500 New
WFS
490
Widmann Financial Services
Maryland
$8K +$8.34K +500 New
ST
491
Sageworth Trust
Pennsylvania
$7K -$31.6K -1,895 -81%
HR
492
Howe & Rusling
New York
$6K
WWM
493
Wolff Wiese Magana
California
$5K
T
494
TOBAM
France
$4K -$39.9K -2,396 -91%
MCM
495
Manchester Capital Management
Vermont
$4K -$1.12K -67 -20%
ACM
496
Antonetti Capital Management
Florida
$4K
AAP
497
Arax Advisory Partners
Colorado
$4K
ME
498
McIlrath & Eck
Washington
$4K
NSIM
499
North Star Investment Management
Illinois
$4K
ONST
500
Old North State Trust
North Carolina
$4K

FHN Hedge Fund Activity: Q4 2021 in Review

529 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2021, worth a combined $6.94B — down 3.8% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FHN positions and 43 closed out — a net gain of 43 holders — while 159 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $37.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 529 institutional investors held First Horizon (FHN) as of Q4 2021, up from 495 in Q3 2021.
  • Funds reported $6.94B of First Horizon stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 86 funds opened new First Horizon positions in Q4 2021 and 43 closed out, a net change of +43 holders.
  • The largest First Horizon buyer in Q4 2021 was BlackRock, an estimated $37.9M added.
  • The largest First Horizon seller in Q4 2021 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.