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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
SFA
651
Sequoia Financial Advisors
Ohio
-$213K -8,697 Closed
ACP
652
Aveo Capital Partners
Colorado
-$211K -8,628 Closed
NC
653
NinePointTwo Capital
California
-$207K -8,478 Closed
OWA
654
Octavia Wealth Advisors
Ohio
-$207K -8,402 Closed
MC
655
Machina Capital
France
-$205K -8,385 Closed
WS
656
Wedbush Securities
California
-$203K -8,304 Closed
BA
657
BCM Advisors
Louisiana
-$203K -8,269 Closed
Belvedere Trading
658
Belvedere Trading
Illinois
-$168K -6,838 Closed
GT
659
Glenmede Trust
Pennsylvania
-$163K -6,647 Closed
SIA
660
Sit Investment Associates
Minnesota
-$134K -5,475 Closed
VCM
661
Vigilant Capital Management
Maine
-$127K -5,200 Closed
PI
662
PEAK6 Investments
Illinois
-$113K -4,613 Closed
USCWA
663
U.S. Capital Wealth Advisors
Texas
-$108K -4,409 Closed
GKIM
664
GW&K Investment Management
Massachusetts
-$84K -3,438 Closed
SSG
665
Summit Securities Group
New York
-$55.6K -2,500 Closed
CWM
666
Compass Wealth Management
Connecticut
-$49K -2,000 Closed
FIM
667
FWL Investment Management
Texas
-$39.4K -1,610 Closed
FMB
668
Field & Main Bank
Kentucky
-$36.8K -1,500 Closed
MDCM
669
Morgan Dempsey Capital Management
Wisconsin
-$31.2K -1,272 Closed
MSCM
670
McElhenny Sheffield Capital Management
Texas
-$30.2K -1,232 Closed
LS
671
Leelyn Smith
Illinois
-$25.5K -1,040 Closed
HFM
672
Harvest Fund Management
China
-$23K -925 Closed
GA
673
GoalVest Advisory
New York
-$17.1K -700 Closed
FA
674
Fiduciary Alliance
South Carolina
-$13.1K -536 Closed
RTC
675
Riverview Trust Company
Washington
-$13K -532 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.