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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
AG
201
Ascent Group
Virginia
$2.68M +$327K +13,482 +14%
LPL Financial
202
LPL Financial
California
$2.67M -$1.97M -81,322 -43%
TAF
203
Tredje AP-fonden
Sweden
$2.66M +$2.63M +108,479 New
KFP
204
KMG Fiduciary Partners
Ohio
$2.63M -$360K -14,860 -12%
RMC
205
Resources Management Corp
Connecticut
$2.62M -$3.63K -150 -0.1%
AssetMark Inc
206
AssetMark Inc
California
$2.6M +$158K +6,515 +7%
HA
207
Havens Advisors
New York
$2.6M +$1.99M +82,000 +342%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$2.59M +$918K +37,876 +56%
SDJVC
209
St. Denis J. Villere & Co
Louisiana
$2.54M +$51.1K +2,108 +2%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.54M +$2.51M +103,639 New
SFO
211
Stokes Family Office
Louisiana
$2.54M +$4.36K +180 +0.2%
P
212
&Partners
Tennessee
$2.54M +$821K +33,861 +49%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$2.52M +$2.49M +102,836 New
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$2.48M -$787K -32,487 -24%
US Bancorp
215
US Bancorp
Minnesota
$2.47M -$88.1K -3,637 -3%
MCIA
216
Mountain Capital Investment Advisors
Colorado
$2.46M +$296K +12,203 +14%
Capstone Investment Advisors
217
Capstone Investment Advisors
New York
$2.45M -$5.74M -236,865 -70%
BPGAM
218
BTG Pactual Global Asset Management
Bermuda
$2.45M
GIBU
219
Gulf International Bank (UK)
United Kingdom
$2.45M +$2.42M +100,000 New
MTCM
220
Mint Tower Capital Management
Netherlands
$2.33M +$743K +30,646 +48%
WAM
221
Wolverine Asset Management
Illinois
$2.33M -$142K -5,877 -6%
TIM
222
Thompson Investment Management
Wisconsin
$2.31M -$3.57M -147,158 -61%
URS
223
Utah Retirement Systems
Utah
$2.29M -$29.1K -1,200 -1%
DnB Asset Management
224
DnB Asset Management
Norway
$2.27M +$2.24M +92,587 New
CAM
225
Cresset Asset Management
Illinois
$2.25M -$305K -12,582 -12%

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.