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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
TWA
551
TCI Wealth Advisors
Arizona
$13.5K -$1.02K -42 -7%
PWMG
552
Prestige Wealth Management Group
New Jersey
$13.2K +$8.43K +348 +185%
CTA
553
Colonial Trust Advisors
South Carolina
$13.1K +$13K +536 New
FA
554
Fiduciary Alliance
South Carolina
$13.1K +$13K +536 New
RTC
555
Riverview Trust Company
Washington
$13K +$12.9K +532 New
GWS
556
Glassman Wealth Services
Virginia
$12.4K -$654 -27 -5%
CB
557
Community Bank
New York
$12.3K
TAM
558
Tucker Asset Management
Colorado
$11.1K
SGC
559
Slocum, Gordon & Co
Rhode Island
$10.4K +$10.3K +426 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$9.38K
GRP
561
Global Retirement Partners
California
$9.29K +$4.65K +192 +103%
CA
562
Crewe Advisors
Utah
$9.19K -$20.2K -835 -69%
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.04K -$7.51K -310 -46%
STCOSD
564
Sageworth Trust Company of South Dakota
South Dakota
$9K
FCT
565
First Community Trust
Iowa
$9K +$9.33K +385 New
DWA
566
Delos Wealth Advisors
Texas
$7.35K
LFG
567
Larson Financial Group
Missouri
$7.35K
MCI
568
MRP Capital Investments
Georgia
$7.35K +$7.27K +300 New
FCA
569
Fortis Capital Advisors
Kansas
$6.98K +$6.91K +285 New
ME
570
McIlrath & Eck
Washington
$6.57K
MCM
571
Manchester Capital Management
Vermont
$6.37K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$6.08K
ONST
573
Old North State Trust
North Carolina
$6K
AAP
574
Arax Advisory Partners
Colorado
$5.76K
ACM
575
Antonetti Capital Management
Florida
$5.61K

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.