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First Horizon

425 hedge funds and large institutions have $4.33B invested in First Horizon in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 64

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

41% more capital invested

Capital invested by funds: $3.07B → $4.33B (+$1.27B)

13% more funds holding

Funds holding: 377425 (+48)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16.66% less ownership

Funds ownership: 99.86%83.2% (-17%)

30% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $10.9M

Holders
425
Holders Change
+48
Holders Change %
+12.73%
% of All Funds
8.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
202
Reduced
64
Closed
57
Calls
$7.68M
Puts
$10.9M
Net Calls
-$3.23M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
201
Mitsubishi UFJ Trust & Banking
Japan
$738K +$293K +31,171 +66%
SIS
202
Sound Income Strategies
Florida
$725K +$358K +38,107 +98%
Victory Capital Management
203
Victory Capital Management
Texas
$722K +$310K +33,000 +76%
KPWS
204
Kestra Private Wealth Services
Texas
$709K +$697K +74,198 New
ProShare Advisors
205
ProShare Advisors
Maryland
$705K +$299K +31,856 +74%
UCFA
206
United Capital Financial Advisors
Texas
$703K +$700K +74,523 New
Stifel Financial
207
Stifel Financial
Missouri
$701K +$177K +18,815 +34%
PI
208
PEAK6 Investments
Illinois
$700K +$508K +54,022 +268%
American Century Companies
209
American Century Companies
Missouri
$690K -$392K -41,680 -36%
AB
210
Amalgamated Bank
New York
$683K +$294K +31,320 +76%
SAM
211
Shell Asset Management
Netherlands
$669K +$333K +35,426 +100%
SFI
212
Susquehanna Fundamental Investments
Pennsylvania
$667K -$1.08M -115,300 -62%
OAM
213
Oppenheimer Asset Management
New York
$605K -$63K -6,698 -9%
HEIP
214
Hudson Edge Investment Partners
New Jersey
$598K +$596K +63,431 New
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$583K +$307K +32,658 +112%
CCT
216
Country Club Trust
Missouri
$579K +$5.88K +625 +1%
WPC
217
Waters Parkerson & Co
Louisiana
$567K +$453K +48,148 +401%
DT
218
Diversified Trust
Tennessee
$550K -$865 -92 -0.2%
X
219
Xponance
Pennsylvania
$550K +$284K +30,265 +108%
VRS
220
Virginia Retirement Systems
Virginia
$538K -$427K -45,400 -44%
ZIC
221
ZWJ Investment Counsel
Georgia
$535K +$533K +56,707 New
Osaic Holdings
222
Osaic Holdings
Arizona
$527K +$239K +25,383 +83%
BC
223
Burney Company
Virginia
$522K -$16.5K -1,755 -3%
CCM
224
Cutler Capital Management
Massachusetts
$519K +$65.8K +7,000 +15%
IA
225
IFG Advisory
Georgia
$516K +$514K +54,721 New

FHN Hedge Fund Activity: Q3 2020 in Review

425 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2020, worth a combined $4.33B — up 41% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FHN positions and 57 closed out — a net gain of 52 holders — while 202 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $205M. The largest seller was Franklin Resources, cutting an estimated $86.2M.

  • 425 institutional investors held First Horizon (FHN) as of Q3 2020, up from 377 in Q2 2020.
  • Funds reported $4.33B of First Horizon stock for Q3 2020, up 41% quarter-over-quarter.
  • 109 funds opened new First Horizon positions in Q3 2020 and 57 closed out, a net change of +52 holders.
  • The largest First Horizon buyer in Q3 2020 was Vanguard Group, an estimated $205M added.
  • The largest First Horizon seller in Q3 2020 was Franklin Resources, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2020.