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First Horizon

566 hedge funds and large institutions have $9.97B invested in First Horizon in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

7% more capital invested

Capital invested by funds: $9.33B → $9.97B (+$643M)

2% more funds holding

Funds holding: 553566 (+13)

1.73% less ownership

Funds ownership: 83.29%81.56% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 203

49% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $46.7M

Holders
566
Holders Change
+13
Holders Change %
+2.35%
% of All Funds
9.75%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.48%
New
65
Increased
181
Reduced
203
Closed
44
Calls
$23.6M
Puts
$46.7M
Net Calls
-$23M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
526
NewSquare Capital
Pennsylvania
$7K
DWA
527
Delos Wealth Advisors
Texas
$7K +$6.82K +300 New
Amundi
528
Amundi
France
$7K +$7K +308 New
MCM
529
Manchester Capital Management
Vermont
$6K
ME
530
McIlrath & Eck
Washington
$6K
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$6K +$5.64K +248 New
ONST
532
Old North State Trust
North Carolina
$6K +$5.95K +262 New
BCWM
533
Bartlett & Co Wealth Management
Ohio
$5.42K
ACM
534
Antonetti Capital Management
Florida
$5K
AAP
535
Arax Advisory Partners
Colorado
$5K
BC
536
Bartlett & Co
Ohio
$5K
GRP
537
Global Retirement Partners
California
$5K
NSIM
538
North Star Investment Management
Illinois
$5K
PPWM
539
PFG Private Wealth Management
Florida
$5K
SWM
540
Sugarloaf Wealth Management
Georgia
$5K
WWMSC
541
Wagner Wealth Management (South Carolina)
South Carolina
$5K
UB
542
UMB Bank
Missouri
$4K -$54K -2,375 -93%
VCM
543
Versant Capital Management
Arizona
$4K -$250 -11 -6%
FRA
544
Front Row Advisors
California
$4K
JFA
545
JNBA Financial Advisors
Minnesota
$4K
KA
546
Kozak & Associates
Colorado
$4K
PWMG
547
Prestige Wealth Management Group
New Jersey
$4K +$1.66K +73 +63%
ACK
548
Andrew C. Karlinski
$3K -$636 -28 -16%
GWM
549
Geneos Wealth Management
Colorado
$3K
PI
550
PEAK6 Investments
Illinois
$3K +$3.25K +143 New

FHN Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2022, worth a combined $9.97B — up 6.9% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHN positions and 44 closed out — a net gain of 21 holders — while 181 added to existing stakes and 203 trimmed.

The largest buyer was Sand Grove Capital Management, opening a new position worth an estimated $80.8M. The largest seller was Fidelity Investments, cutting an estimated $86.6M.

  • 566 institutional investors held First Horizon (FHN) as of Q3 2022, up from 553 in Q2 2022.
  • Funds reported $9.97B of First Horizon stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 65 funds opened new First Horizon positions in Q3 2022 and 44 closed out, a net change of +21 holders.
  • The largest First Horizon buyer in Q3 2022 was Sand Grove Capital Management, an estimated $80.8M added.
  • The largest First Horizon seller in Q3 2022 was Fidelity Investments, an estimated $86.6M sold.

Based on aggregated 13F filings for Q3 2022.