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First Horizon

540 hedge funds and large institutions have $6.86B invested in First Horizon in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $21.2M

7% more capital invested

Capital invested by funds: $6.42B → $6.86B (+$439M)

3% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 68

0.78% less ownership

Funds ownership: 81.14%80.37% (-0.78%)

1% less funds holding

Funds holding: 545540 (-5)

3% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 188

Holders
540
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
7.78%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
70
Increased
183
Reduced
188
Closed
68
Calls
$23.4M
Puts
$21.2M
Net Calls
+$2.21M
Net Calls Change
-$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
501
TD Waterhouse Canada
Ontario, Canada
$4.74K +$3.39K +236 New
VAG
502
VisionPoint Advisory Group
Texas
$4.33K +$4.03K +281 New
MHR
503
Matthew Hamilton Rosenberg
$4.28K
LFG
504
Larson Financial Group
Missouri
$4.08K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$3.62K
AP
506
Aspect Partners
Virginia
$3.29K +$43 +3 +1%
SWM
507
Sugarloaf Wealth Management
Georgia
$3.11K
ZB
508
Zions Bancorporation
Utah
$3.1K
BF
509
BOK Financial
Oklahoma
$3.04K
CAL
510
Capital Advisors Ltd
Ohio
$3K +$1.08K +75 +76%
PWMG
511
Prestige Wealth Management Group
New Jersey
$2.85K
JFA
512
JNBA Financial Advisors
Minnesota
$2.77K
FRA
513
Front Row Advisors
California
$2.75K +$2.54K +177 New
CT
514
Colonial Trust
South Carolina
$2.62K
UB
515
UMB Bank
Missouri
$2.45K +$2.28K +159 New
CAM
516
ClariVest Asset Management
California
$2.4K +$2.24K +156 New
GWM
517
Geneos Wealth Management
Colorado
$2.31K
KA
518
Kozak & Associates
Colorado
$2.2K +$1.98K +138 New
HI
519
Harbour Investments
Wisconsin
$2.11K +$1.97K +137 New
AssetMark Inc
520
AssetMark Inc
California
$1.97K -$27.4K -1,907 -94%
AAP
521
Arax Advisory Partners
Colorado
$1.8K -$1.69K -118 -50%
HCM
522
Hollencrest Capital Management
California
$1.55K +$29 +2 +2%
LI
523
LRI Investments
Florida
$1.51K +$1.41K +98 New
PTC
524
Private Trust Company
Ohio
$1.49K
FGAM
525
Financial Gravity Asset Management
Texas
$1.32K +$1.22K +85 New

FHN Hedge Fund Activity: Q1 2024 in Review

540 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2024, worth a combined $6.86B — up 6.8% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new FHN positions and 68 closed out — a net gain of 2 holders — while 183 added to existing stakes and 188 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $283M. The largest seller was Citadel Advisors, cutting an estimated $123M.

  • 540 institutional investors held First Horizon (FHN) as of Q1 2024, down from 545 in Q4 2023.
  • Funds reported $6.86B of First Horizon stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 70 funds opened new First Horizon positions in Q1 2024 and 68 closed out, a net change of +2 holders.
  • The largest First Horizon buyer in Q1 2024 was Bank of New York Mellon, an estimated $283M added.
  • The largest First Horizon seller in Q1 2024 was Citadel Advisors, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.