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First Horizon

583 hedge funds and large institutions have $7.93B invested in First Horizon in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

0.8% more ownership

Funds ownership: 82.16%82.96% (+0.8%)

5% less funds holding

Funds holding: 613583 (-30)

23% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 109

25% less capital invested

Capital invested by funds: $10.5B → $7.93B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 3324 (-9)

59% less call options, than puts

Call options by funds: $63M | Put options by funds: $152M

Holders
583
Holders Change
-30
Holders Change %
-4.89%
% of All Funds
9.29%
Holding in Top 10
24
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-27.27%
% of All Funds
0.38%
New
84
Increased
209
Reduced
197
Closed
109
Calls
$63M
Puts
$152M
Net Calls
-$89M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$11.7K -$756 -34 -5%
CP
527
Castleview Partners
Texas
$11.6K +$14.5K +652 New
PG
528
Proffitt & Goodson
Tennessee
$11.6K +$14.4K +650 New
GWS
529
Glassman Wealth Services
Virginia
$11K +$2.58K +116 +23%
TWA
530
TCI Wealth Advisors
Arizona
$10.5K +$911 +41 +7%
VWM
531
Venturi Wealth Management
Texas
$10.3K +$12.9K +580 New
CTA
532
Colonial Trust Advisors
South Carolina
$9.53K
Jones Financial Companies
533
Jones Financial Companies
Missouri
$9.07K +$11.3K +510 New
CB
534
Community Bank
New York
$8.88K
PWMG
535
Prestige Wealth Management Group
New Jersey
$8.18K -$1.87K -84 -16%
TAM
536
Tucker Asset Management
Colorado
$8.04K
SGC
537
Slocum, Gordon & Co
Rhode Island
$7.57K
FCT
538
First Community Trust
Iowa
$6.84K
JWA
539
JFS Wealth Advisors
Pennsylvania
$6.81K
STCOSD
540
Sageworth Trust Company of South Dakota
South Dakota
$6.72K
LWANC
541
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.56K
DWA
542
Delos Wealth Advisors
Texas
$5.33K
GRP
543
Global Retirement Partners
California
$5.09K -$911 -41 -11%
WBC
544
West Branch Capital
Massachusetts
$5.09K +$6.36K +286 New
MHR
545
Matthew Hamilton Rosenberg
$5.08K +$6.36K +286 New
FCA
546
Fortis Capital Advisors
Kansas
$5.07K
ONST
547
Old North State Trust
North Carolina
$5K
ME
548
McIlrath & Eck
Washington
$4.76K
MCM
549
Manchester Capital Management
Vermont
$4.62K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$4.41K

FHN Hedge Fund Activity: Q1 2023 in Review

583 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2023, worth a combined $7.93B — down 25% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of FHN and 84 opened new positions — a net loss of 25 holders — while 197 trimmed existing stakes and 209 added.

The largest buyer was LMR Partners, adding an estimated $77.4M. The largest seller was Charles Schwab, cutting an estimated $187M.

  • 583 institutional investors held First Horizon (FHN) as of Q1 2023, down from 613 in Q4 2022.
  • Funds reported $7.93B of First Horizon stock for Q1 2023, down 25% quarter-over-quarter.
  • 84 funds opened new First Horizon positions in Q1 2023 and 109 closed out, a net change of -25 holders.
  • The largest First Horizon buyer in Q1 2023 was LMR Partners, an estimated $77.4M added.
  • The largest First Horizon seller in Q1 2023 was Charles Schwab, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2023.