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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
NSIM
576
North Star Investment Management
Illinois
$5.41K
PPWM
577
PFG Private Wealth Management
Florida
$5K
UB
578
UMB Bank
Missouri
$5K
SWM
579
Sugarloaf Wealth Management
Georgia
$4.95K
MCC
580
Money Concepts Capital
Florida
$4.65K +$4.6K +190 New
JFA
581
JNBA Financial Advisors
Minnesota
$4.41K
VCM
582
Versant Capital Management
Arizona
$4.31K -$48 -2 -1%
FRA
583
Front Row Advisors
California
$4K
KA
584
Kozak & Associates
Colorado
$4K
DFCM
585
Dark Forest Capital Management
Puerto Rico
$3.75K -$5.57M -230,026 -100%
GWM
586
Geneos Wealth Management
Colorado
$3.67K
FFA
587
Farther Finance Advisors
California
$3.53K +$3.49K +144 New
CAL
588
Capital Advisors Ltd
Ohio
$3K +$945 +39 +42%
LAM
589
Lakewood Asset Management
Illinois
$3K +$2.81K +116 New
SC
590
Schubert & Co
Texas
$2.35K
HCM
591
Hollencrest Capital Management
California
$2.35K +$2.33K +96 New
MYAM
592
Meiji Yasuda Asset Management
Japan
$2.32K +$2.29M +94,620 New
BHWM
593
Beaird Harris Wealth Management
Texas
$2.25K +$2.23K +92 New
QC
594
Quent Capital
New York
$2.25K
BWM
595
BerganKDV Wealth Management
Minnesota
$2.09K
TPCW
596
TD Private Client Wealth
New York
$1.84K
LF
597
Lee Financial
Texas
$1.81K
SWA
598
Sutton Wealth Advisors
Florida
$1.4K
TCM
599
TD Capital Management
Tennessee
$1.35K -$51.5K -2,124 -97%
FGAM
600
Financial Gravity Asset Management
Texas
$1.08K +$606 +25 New

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.