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First Horizon

613 hedge funds and large institutions have $10.5B invested in First Horizon in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 196 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

8% more funds holding

Funds holding: 566613 (+47)

6% more capital invested

Capital invested by funds: $9.97B → $10.5B (+$562M)

0.6% more ownership

Funds ownership: 81.56%82.16% (+0.6%)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 203

41% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $89.5M

Holders
613
Holders Change
+47
Holders Change %
+8.3%
% of All Funds
9.85%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.53%
New
114
Increased
196
Reduced
203
Closed
57
Calls
$52.4M
Puts
$89.5M
Net Calls
-$37.1M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$213K +$211K +8,697 New
ACP
477
Aveo Capital Partners
Colorado
$211K +$209K +8,628 New
Squarepoint
478
Squarepoint
New York
$211K -$919K -37,920 -82%
KI
479
Kula Investments
Illinois
$210K +$253K +10,445 New
OWA
480
Octavia Wealth Advisors
Ohio
$207K +$204K +8,402 New
NC
481
NinePointTwo Capital
California
$207K +$205K +8,478 New
MC
482
Machina Capital
France
$205K -$48.9K -2,018 -19%
BA
483
BCM Advisors
Louisiana
$203K
WS
484
Wedbush Securities
California
$203K -$45.1K -1,863 -18%
Macquarie Group
485
Macquarie Group
Australia
$202K -$1.96M -80,820 -91%
AF
486
Allworth Financial
California
$198K +$10.1K +416 +5%
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$171K +$630 +26 +0.4%
Belvedere Trading
488
Belvedere Trading
Illinois
$168K -$130K -5,384 -44%
BG
489
Bollard Group
Massachusetts
$165K +$1.04K +43 +0.6%
GT
490
Glenmede Trust
Pennsylvania
$163K +$5.86K +242 +4%
PA
491
Parallel Advisors
California
$158K +$848 +35 +0.5%
QCG
492
Quadrant Capital Group
Ohio
$157K +$32.1K +1,324 +26%
CSPAM
493
Cary Street Partners Asset Management
Virginia
$153K -$362K -14,950 -70%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$144K -$9.91K -409 -7%
SIA
495
Sit Investment Associates
Minnesota
$134K -$37K -1,525 -22%
GIA
496
GHP Investment Advisors
Colorado
$133K -$1.41M -58,378 -91%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$130K +$11.4K +470 +10%
VCM
498
Vigilant Capital Management
Maine
$127K -$24.2K -1,000 -16%
BAMF
499
BI Asset Management Fondsmaeglerselskab
Denmark
$125K +$123K +5,083 New
EI
500
Ellevest Inc
New York
$124K -$12.1K -499 -9%

FHN Hedge Fund Activity: Q4 2022 in Review

613 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2022, worth a combined $10.5B — up 5.6% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new FHN positions and 57 closed out — a net gain of 57 holders — while 196 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $480M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $249M.

  • 613 institutional investors held First Horizon (FHN) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $10.5B of First Horizon stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 114 funds opened new First Horizon positions in Q4 2022 and 57 closed out, a net change of +57 holders.
  • The largest First Horizon buyer in Q4 2022 was BlackRock, an estimated $480M added.
  • The largest First Horizon seller in Q4 2022 was Fuller & Thaler Asset Management, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.