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First Horizon

553 hedge funds and large institutions have $9.33B invested in First Horizon in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

2.44% more ownership

Funds ownership: 80.86%83.29% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 190

4% less funds holding

Funds holding: 575553 (-22)

8% less capital invested

Capital invested by funds: $10.1B → $9.33B (-$799M)

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

22% less call options, than puts

Call options by funds: $25.8M | Put options by funds: $32.9M

Holders
553
Holders Change
-22
Holders Change %
-3.83%
% of All Funds
9.32%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.37%
New
61
Increased
193
Reduced
190
Closed
75
Calls
$25.8M
Puts
$32.9M
Net Calls
-$7.14M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kozak & Associates
Colorado
$4K
PPWM
527
PFG Private Wealth Management
Florida
$4K
TIM
528
Tevis Investment Management
Texas
$4K
VCM
529
Versant Capital Management
Arizona
$4K
ACK
530
Andrew C. Karlinski
$4K +$22 +1 +0.6%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$4K +$202 +9 +6%
GRP
532
Global Retirement Partners
California
$4K +$292 +13 +7%
SWM
533
Sugarloaf Wealth Management
Georgia
$4K +$629 +28 +16%
Twin Tree Management
534
Twin Tree Management
Texas
$4K +$4.34K +193 New
WWMSC
535
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.43K +197 New
GWM
536
Geneos Wealth Management
Colorado
$3K -$63.1K -2,808 -95%
BWM
537
BerganKDV Wealth Management
Minnesota
$3K
PWMG
538
Prestige Wealth Management Group
New Jersey
$3K
WBC
539
West Branch Capital
Massachusetts
$3K +$3.1K +138 New
Loomis, Sayles & Company
540
Loomis, Sayles & Company
Massachusetts
$2K -$4.18K -186 -71%
PCG
541
Private Capital Group
Connecticut
$2K
SC
542
Schubert & Co
Texas
$2K
QC
543
Quent Capital
New York
$2K +$22 +1 +1%
TPCW
544
TD Private Client Wealth
New York
$1.64K
SWA
545
Sutton Wealth Advisors
Florida
$1.25K
LF
546
Lee Financial
Texas
$1K -$2.19M -97,447 -100%
FMP
547
Financial Management Professionals
Texas
$1K -$337 -15 -35%
EARNEST Partners
548
EARNEST Partners
Georgia
$1K
HNWAG
549
High Net Worth Advisory Group
Florida
$1K
SWM
550
Selective Wealth Management
Virginia
$1K

FHN Hedge Fund Activity: Q2 2022 in Review

553 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q2 2022, worth a combined $9.33B — down 7.9% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of FHN and 61 opened new positions — a net loss of 14 holders — while 190 trimmed existing stakes and 193 added.

The largest buyer was Franklin Resources, adding an estimated $152M. The largest seller was Bank of New York Mellon, cutting an estimated $142M.

  • 553 institutional investors held First Horizon (FHN) as of Q2 2022, down from 575 in Q1 2022.
  • Funds reported $9.33B of First Horizon stock for Q2 2022, down 7.9% quarter-over-quarter.
  • 61 funds opened new First Horizon positions in Q2 2022 and 75 closed out, a net change of -14 holders.
  • The largest First Horizon buyer in Q2 2022 was Franklin Resources, an estimated $152M added.
  • The largest First Horizon seller in Q2 2022 was Bank of New York Mellon, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2022.