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First Horizon

241 hedge funds and large institutions have $2.13B invested in First Horizon in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $817K

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 237241 (+4)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.36% less ownership

Funds ownership: 84.29%80.93% (-3.4%)

6% less capital invested

Capital invested by funds: $2.28B → $2.13B (-$147M)

Holders
241
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
7.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
85
Reduced
82
Closed
30
Calls
$1.78M
Puts
$817K
Net Calls
+$961K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$263M +$3.2M +271,460 +1%
State Street
2
State Street
Massachusetts
$158M +$2.14M +181,519 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$143M +$4.27M +361,887 +3%
RIM
4
RS Investment Management
California
$124M -$14.9M -1,266,915 -10%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$113M +$13.1M +1,109,700 +12%
Allianz Asset Management
6
Allianz Asset Management
Germany
$85.6M +$40.6M +3,445,499 +79%
BFA
7
BlackRock Fund Advisors
California
$72.6M +$3.09M +262,049 +4%
BIT
8
BlackRock Institutional Trust
California
$71.8M +$901K +76,382 +1%
Invesco
9
Invesco
Georgia
$71.4M +$9.87M +836,871 +15%
Ameriprise
10
Ameriprise
Minnesota
$60.8M -$7.13M -604,763 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$56.4M +$1.01M +85,343 +2%
MCM
12
Munder Capital Management
Michigan
$46.7M -$132K -11,232 -0.3%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$39M -$259K -21,940 -0.6%
Deutsche Bank
14
Deutsche Bank
Germany
$38.7M -$385K -32,632 -0.9%
Parnassus Investments
15
Parnassus Investments
California
$36.8M -$14.7M -1,245,056 -27%
Wells Fargo
16
Wells Fargo
California
$36.3M +$696K +59,042 +2%
SCM
17
Schneider Capital Management
Pennsylvania
$35.5M -$4.54M -385,294 -11%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$25.7M +$468K +39,700 +2%
LI
19
LMCG Investments
Massachusetts
$25M +$321K +27,210 +1%
Goldman Sachs
20
Goldman Sachs
New York
$24.6M -$18.5M -1,572,909 -41%
Norges Bank
21
Norges Bank
Norway
$23.7M
FCM
22
Frontier Capital Management
Massachusetts
$23.7M +$2.11M +178,707 +9%
JP Morgan Chase
23
JP Morgan Chase
New York
$23.6M +$22M +1,869,282 +680%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$22.1M -$457K -38,750 -2%
Northern Trust
25
Northern Trust
Illinois
$20.5M -$471K -39,918 -2%

FHN Hedge Fund Activity: Q3 2013 in Review

241 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2013, worth a combined $2.13B — down 6.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHN positions and 30 closed out — a net gain of 7 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $40.6M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 241 institutional investors held First Horizon (FHN) as of Q3 2013, up from 237 in Q2 2013.
  • Funds reported $2.13B of First Horizon stock for Q3 2013, down 6.5% quarter-over-quarter.
  • 37 funds opened new First Horizon positions in Q3 2013 and 30 closed out, a net change of +7 holders.
  • The largest First Horizon buyer in Q3 2013 was Allianz Asset Management, an estimated $40.6M added.
  • The largest First Horizon seller in Q3 2013 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2013.