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First Horizon

529 hedge funds and large institutions have $6.94B invested in First Horizon in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 159 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

48% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $16.6M

7% more funds holding

Funds holding: 495529 (+34)

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$275M)

1.58% less ownership

Funds ownership: 80.62%79.05% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 185

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
529
Holders Change
+34
Holders Change %
+6.87%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
159
Reduced
185
Closed
43
Calls
$24.6M
Puts
$16.6M
Net Calls
+$8.02M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Cinctive Capital Management
New York
$6.5M +$6.64M +398,004 New
TPSF
102
Texas Permanent School Fund
Texas
$6.36M -$277K -16,623 -4%
AB
103
Amalgamated Bank
New York
$6.33M -$707K -42,408 -10%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$6.03M -$222K -13,345 -3%
MDCM
105
Morgan Dempsey Capital Management
Wisconsin
$6.02M -$452K -27,116 -7%
KOCAA
106
Knights of Columbus Asset Advisors
Connecticut
$6M +$877K +52,610 +17%
SEI Investments
107
SEI Investments
Pennsylvania
$5.87M +$104K +6,265 +2%
AMG
108
Advisors Management Group
Wisconsin
$5.86M +$1.39M +83,170 +30%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$5.8M -$3.88M -232,905 -40%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$5.54M +$971K +58,212 +21%
SO
111
STRS Ohio
Ohio
$5.38M -$350K -20,970 -6%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.94M -$325K -19,495 -6%
ERSOT
113
Employees Retirement System of Texas
Texas
$4.93M
GFA
114
Gifford Fong Associates
California
$4.9M
YCM
115
Yousif Capital Management
Michigan
$4.74M +$4.84M +290,187 New
BC
116
Brookfield Corp
Ontario, Canada
$4.73M +$4.83M +289,507 New
Citigroup
117
Citigroup
New York
$4.71M -$2.25M -134,720 -32%
Canada Life
118
Canada Life
Manitoba, Canada
$4.58M +$158K +9,448 +3%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$4.57M -$135M -8,078,784 -97%
HA
120
HYA Advisors
Missouri
$4.57M +$33.3K +2,000 +0.7%
SIS
121
Sound Income Strategies
Florida
$4.49M +$282K +16,899 +7%
TIM
122
Thompson Investment Management
Wisconsin
$4.37M -$184K -11,054 -4%
N
123
Natixis
France
$4.33M -$626K -37,559 -12%
SGCIA
124
Smith Graham & Co Investment Advisors
Texas
$4.32M -$362K -21,709 -8%
Truist Financial
125
Truist Financial
North Carolina
$4.32M -$137K -8,216 -3%

FHN Hedge Fund Activity: Q4 2021 in Review

529 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2021, worth a combined $6.94B — down 3.8% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FHN positions and 43 closed out — a net gain of 43 holders — while 159 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $37.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 529 institutional investors held First Horizon (FHN) as of Q4 2021, up from 495 in Q3 2021.
  • Funds reported $6.94B of First Horizon stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 86 funds opened new First Horizon positions in Q4 2021 and 43 closed out, a net change of +43 holders.
  • The largest First Horizon buyer in Q4 2021 was BlackRock, an estimated $37.9M added.
  • The largest First Horizon seller in Q4 2021 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.