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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
AAS
551
Ameritas Advisory Services
Nebraska
$4.37K +$5.47K +246 New
PCM
552
Pointe Capital Management
Michigan
$4.23K +$5.29K +238 New
AAP
553
Arax Advisory Partners
Colorado
$4.18K
ACM
554
Antonetti Capital Management
Florida
$4.07K
Loomis, Sayles & Company
555
Loomis, Sayles & Company
Massachusetts
$4K -$8.73K -393 -62%
SWM
556
Sugarloaf Wealth Management
Georgia
$3.59K
UB
557
UMB Bank
Missouri
$3.33K
JFA
558
JNBA Financial Advisors
Minnesota
$3.2K
VCM
559
Versant Capital Management
Arizona
$3.13K
FRA
560
Front Row Advisors
California
$3K
GWM
561
Geneos Wealth Management
Colorado
$2.67K
BWM
562
BerganKDV Wealth Management
Minnesota
$2.13K +$778 +35 +41%
HCM
563
Hollencrest Capital Management
California
$1.71K
SC
564
Schubert & Co
Texas
$1.71K
CT
565
Colonial Trust
South Carolina
$1.71K +$2.18K +98 New
FFA
566
Farther Finance Advisors
California
$1.69K -$1.09K -49 -34%
QC
567
Quent Capital
New York
$1.63K +$22 +1 +1%
TPCW
568
TD Private Client Wealth
New York
$1.33K
Commonwealth Equity Services
569
Commonwealth Equity Services
Massachusetts
$1.1K -$236K -10,619 -15%
CI Investments Inc
570
CI Investments Inc
Ontario, Canada
$1K
FMP
571
Financial Management Professionals
Texas
$1K +$311 +14 +50%
TCM
572
TD Capital Management
Tennessee
$978
WT
573
Whittier Trust
California
$657
EARNEST Partners
574
EARNEST Partners
Georgia
$640
BAAM
575
Baker Avenue Asset Management
California
$445

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.