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First Horizon

583 hedge funds and large institutions have $7.93B invested in First Horizon in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

0.8% more ownership

Funds ownership: 82.16%82.96% (+0.8%)

5% less funds holding

Funds holding: 613583 (-30)

23% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 109

25% less capital invested

Capital invested by funds: $10.5B → $7.93B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 3324 (-9)

59% less call options, than puts

Call options by funds: $63M | Put options by funds: $152M

Holders
583
Holders Change
-30
Holders Change %
-4.89%
% of All Funds
9.29%
Holding in Top 10
24
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-27.27%
% of All Funds
0.38%
New
84
Increased
209
Reduced
197
Closed
109
Calls
$63M
Puts
$152M
Net Calls
-$89M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$112K -$514K -23,136 -79%
CSPAM
477
Cary Street Partners Asset Management
Virginia
$111K
PA
478
Parallel Advisors
California
$106K -$11.4K -512 -8%
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
$101K +$12.9K +580 +11%
LSV Asset Management
480
LSV Asset Management
Illinois
$100K -$31.6M -1,423,889 -100%
Bessemer Group
481
Bessemer Group
New Jersey
$91K +$1.11K +50 +1%
QL
482
Quarry LP
New York
$88.9K +$111K +5,000 New
GIA
483
GHP Investment Advisors
Colorado
$86.5K -$12.5K -561 -10%
LTI
484
Laffer Tengler Investments
Tennessee
$85.8K +$3.42K +154 +3%
Swedbank
485
Swedbank
Sweden
$85.4K
IG
486
ING Group
Netherlands
$83.6K -$28M -1,260,000 -100%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$82K -$15.4K -693 -13%
ASN
488
Advisory Services Network
Georgia
$79.4K +$3.82K +172 +4%
SN
489
Sittner & Nelson
Oregon
$72K +$556 +25 +0.6%
CWC
490
Carolinas Wealth Consulting
North Carolina
$70.2K
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$65.7K +$23.3K +1,047 +40%
AW
492
Avion Wealth
Texas
$60K +$444 +20 +0.8%
SIS
493
Sound Income Strategies
Florida
$58.1K -$31.5K -1,416 -30%
WWP
494
WR Wealth Planners
Missouri
$57.8K +$35.4K +1,592 +96%
AIC
495
Archer Investment Corporation
Indiana
$54.4K +$57.8K +2,600 New
QCG
496
Quadrant Capital Group
Ohio
$54K -$74.5K -3,353 -52%
CM
497
Caption Management
Oklahoma
$53.3K +$66.7K +3,000 New
PCM
498
Penserra Capital Management
California
$48K
CTC
499
Central Trust Company
Missouri
$46.4K
HDIM
500
Hanson & Doremus Investment Management
Vermont
$42K

FHN Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2023, worth a combined $7.93B — down 25% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of FHN and 84 opened new positions — a net loss of 25 holders — while 197 trimmed existing stakes and 209 added.

The largest buyer was LMR Partners, adding an estimated $77.4M. The largest seller was Charles Schwab, cutting an estimated $187M.

  • 583 institutional investors held First Horizon (FHN) as of Q1 2023, down from 613 in Q4 2022.
  • Funds reported $7.93B of First Horizon stock for Q1 2023, down 25% quarter-over-quarter.
  • 84 funds opened new First Horizon positions in Q1 2023 and 109 closed out, a net change of -25 holders.
  • The largest First Horizon buyer in Q1 2023 was LMR Partners, an estimated $77.4M added.
  • The largest First Horizon seller in Q1 2023 was Charles Schwab, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2023.