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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
Bessemer Group
501
Bessemer Group
New Jersey
$123K -$2.27M -93,692 -95%
Swedbank
502
Swedbank
Sweden
$118K +$116K +4,805 New
SIS
503
Sound Income Strategies
Florida
$115K -$8.91M -367,519 -99%
LTI
504
Laffer Tengler Investments
Tennessee
$114K +$113K +4,671 New
PI
505
PEAK6 Investments
Illinois
$113K +$108K +4,470 +3,126%
USCWA
506
U.S. Capital Wealth Advisors
Texas
$108K +$107K +4,409 New
ASN
507
Advisory Services Network
Georgia
$105K +$104K +4,293 New
AWM
508
Ameliora Wealth Management
Switzerland
$104K
SN
509
Sittner & Nelson
Oregon
$98.6K +$630 +26 +0.7%
CWC
510
Carolinas Wealth Consulting
North Carolina
$96.6K
GKIM
511
GW&K Investment Management
Massachusetts
$84K +$8.8K +363 +12%
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.7K +$81.8K +3,376 New
LC
513
Lindbrook Capital
California
$73.8K +$606 +25 +0.8%
PCM
514
Penserra Capital Management
California
$66K +$66K +2,723 New
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$64.9K +$24 +1 +0%
CTC
516
Central Trust Company
Missouri
$63.9K
EWA
517
EverSource Wealth Advisors
Alabama
$62.4K +$242 +10 +0.4%
SSG
518
Summit Securities Group
New York
$61K -$92.1K -3,800 -60%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$57K +$56.7K +2,340 New
AW
520
Avion Wealth
Texas
$55K
HSA
521
HBK Sorce Advisory
Pennsylvania
$53K +$606K +25,000 +100%
SWM
522
Spire Wealth Management
Virginia
$49K -$2.13K -88 -4%
CWM
523
Compass Wealth Management
Connecticut
$49K +$48.5K +2,000 New
TFS
524
TrustCore Financial Services
Tennessee
$45.5K
RTL
525
Red Tortoise LLC
Georgia
$41.7K +$41.3K +1,704 New

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.