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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
ACIM
626
Azimuth Capital Investment Management
Michigan
-$472K -19,270 Closed
SC
627
Sagefield Capital
Texas
-$419K -17,100 Closed
CG
628
Cutler Group
California
-$365K -16,442 Closed
BL
629
Balentine LLC
Georgia
-$392K -16,012 Closed
ARC
630
Advisor Resource Council
Texas
-$374K -15,269 Closed
VF
631
Virtu Financial
New York
-$358K -14,598 Closed
PRS
632
Pinkerton Retirement Specialists
Idaho
-$332K -13,532 Closed
Walleye Trading
633
Walleye Trading
New York
-$286K -12,877 Closed
CIC
634
Chase Investment Counsel
Virginia
-$273K -11,144 Closed
LNWWM
635
Laird Norton Wetherby Wealth Management
California
-$265K -10,823 Closed
KI
636
Kula Investments
Illinois
-$210K -10,445 Closed
Koshinski Asset Management
637
Koshinski Asset Management
Illinois
-$251K -10,264 Closed
Assenagon Asset Management
638
Assenagon Asset Management
Luxembourg
-$248K -10,120 Closed
CCA
639
Cravens & Co Advisors
Tennessee
-$242K -9,865 Closed
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
-$235K -9,583 Closed
HH
641
Hilltop Holdings
Texas
-$232K -9,462 Closed
Wealthfront Advisers
642
Wealthfront Advisers
California
-$230K -9,371 Closed
BRWA
643
B. Riley Wealth Advisors
Florida
-$228K -9,247 Closed
PWC
644
PYA Waltman Capital
Tennessee
-$223K -9,105 Closed
KWM
645
Kingsview Wealth Management
Oregon
-$220K -8,996 Closed
HWM
646
Hassell Wealth Management
Louisiana
-$220K -8,985 Closed
IP
647
Ignite Planners
California
-$221K -8,953 Closed
CCM
648
Crew Capital Management
Ohio
-$218K -8,883 Closed
KeyBank National Association
649
KeyBank National Association
Ohio
-$214K -8,752 Closed
SPC
650
Sigma Planning Corp
Michigan
-$214K -8,722 Closed

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.