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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
VCM
501
Versant Capital Management
Arizona
$4K
KA
502
Kozak & Associates
Colorado
$4K +$2.97K +178 New
FRA
503
Front Row Advisors
California
$3K
JFA
504
JNBA Financial Advisors
Minnesota
$3K
PPWM
505
PFG Private Wealth Management
Florida
$3K
SWM
506
Selective Wealth Management
Virginia
$3K
SWM
507
Sugarloaf Wealth Management
Georgia
$3K
TFO
508
Tarbox Family Office
California
$3K
TAIM
509
TD Ameritrade Investment Management
Nebraska
$3K +$2.78K +167 New
JWA
510
JFS Wealth Advisors
Pennsylvania
$3K +$2.87K +172 New
TIM
511
Tevis Investment Management
Texas
$3K +$3K +180 New
ACK
512
Andrew C. Karlinski
$3K +$3.32K +199 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$2K
PCG
514
Private Capital Group
Connecticut
$2K
BWM
515
BerganKDV Wealth Management
Minnesota
$2K +$17 +1 +0.8%
PWMG
516
Prestige Wealth Management Group
New Jersey
$2K +$17 +1 +0.9%
TPCW
517
TD Private Client Wealth
New York
$1.23K
EBA
518
Eagle Bay Advisors
New York
$1K -$767 -46 -50%
EARNEST Partners
519
EARNEST Partners
Georgia
$1K
WT
520
Whittier Trust
California
$1K
HNWAG
521
High Net Worth Advisory Group
Florida
$1K +$534 +32 New
SC
522
Schubert & Co
Texas
$1K +$1.42K +85 New
QC
523
Quent Capital
New York
$1K +$1.52K +91 New
SWA
524
Sutton Wealth Advisors
Florida
$931 +$950 +57 New
VRS
525
Virginia Retirement Systems
Virginia
$601 +$61.7K +3,700 +11%

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.