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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
WWP
526
WR Wealth Planners
Missouri
$40.6K +$242 +10 +0.6%
CWP
527
Concord Wealth Partners
Virginia
$40K +$39.6K +1,633 New
AA
528
Ancora Advisors
Ohio
$40K
FIM
529
FWL Investment Management
Texas
$39.4K +$39K +1,610 New
FMB
530
Field & Main Bank
Kentucky
$36.8K
CA
531
Clearstead Advisors
Ohio
$36.5K
PP
532
PrairieView Partners
Minnesota
$32K
MDCM
533
Morgan Dempsey Capital Management
Wisconsin
$31.2K -$11.3M -464,274 -100%
MSCM
534
McElhenny Sheffield Capital Management
Texas
$30.2K +$29.9K +1,232 New
AIM
535
Anchor Investment Management
South Carolina
$29.7K
HCP
536
Hexagon Capital Partners
Arkansas
$26.5K -$1.55K -64 -6%
MFT
537
Moisand Fitzgerald Tamayo
Florida
$25.9K
LS
538
Leelyn Smith
Illinois
$25.5K -$61.1K -2,520 -71%
HFM
539
Harvest Fund Management
China
$23K
PFBT
540
Parkside Financial Bank & Trust
Missouri
$22.1K +$509 +21 +2%
BIA
541
Bell Investment Advisors
California
$20.1K
LS
542
Livforsakringsbolaget Skandia
Sweden
$19.6K +$19.4K +800 New
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$19K +$4.56K +188 +32%
CMANY
544
Capital Management Associates (New York)
New York
$18.4K
LIM
545
Longfellow Investment Management
Massachusetts
$18.2K +$18K +741 New
ST
546
Smithfield Trust
Pennsylvania
$18K
GA
547
GoalVest Advisory
New York
$17.1K
PTC
548
Private Trust Company
Ohio
$17K
Loomis, Sayles & Company
549
Loomis, Sayles & Company
Massachusetts
$16K +$13.5K +557 +733%
C
550
Covestor
United Kingdom
$14K -$2.47K -102 -15%

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.