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First Horizon
FHN

224 hedge funds and large institutions have $2.36B invested in First Horizon in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $569K

4% more capital invested

Capital invested by funds: $2.27B → $2.36B (+$84M)

0.1% more ownership

Funds ownership: 81.21% → 81.3% (+0.1%)

4% less funds holding

Funds holding: 234 → 224 (-10)

22% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 87

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
224
Holders Change
-10
Holders Change %
-4.27%
% of All Funds
6.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
68
Reduced
87
Closed
26
Calls
$1.94M
Puts
$569K
Net Calls
+$1.37M
Net Calls Change
+$1.14M

Top Buyers

1
CIP
Chartwell Investment Partners
Pennsylvania
+$30.4M
2
PG
PEAK6 Group
Illinois
+$20.1M
3
HA
Heartland Advisors
Wisconsin
+$18.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$14.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.7M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$27.9M
2
Millennium Management
Millennium Management
New York
-$19.2M
3
RIM
RS Investment Management
California
-$14.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$8.82M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$270M +$615K +51,240 +0.2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$173M -$6.86M -571,602 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$170M +$1.41M +117,605 +0.9%
State Street
4
State Street
Massachusetts
$157M -$5.92M -492,966 -4%
RIM
5
RS Investment Management
California
$131M -$14.7M -1,225,025 -10%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$122M +$14.9M +1,238,569 +14%
BFA
7
BlackRock Fund Advisors
California
$88.9M +$2.75M +228,612 +3%
Invesco
8
Invesco
Georgia
$85.5M -$142K -11,864 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$82.8M -$3.31M -275,488 -4%
BIT
10
BlackRock Institutional Trust
California
$76.6M -$1.63M -135,464 -2%
Ameriprise
11
Ameriprise
Minnesota
$70.5M +$5.46M +454,366 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$52.8M +$12.7M +1,057,838 +33%
Wells Fargo
13
Wells Fargo
California
$46.4M -$715K -59,569 -2%
Parnassus Investments
14
Parnassus Investments
California
$44.7M +$7.89M +656,757 +22%
JP Morgan Chase
15
JP Morgan Chase
New York
$38.9M -$8.82M -734,473 -19%
HCM
16
Huber Capital Management
California
$35.6M -$173K -14,400 -0.5%
FCM
17
Frontier Capital Management
Massachusetts
$33.6M +$801K +66,659 +2%
MCM
18
Munder Capital Management
Michigan
$32.5M +$471K +39,199 +2%
CIP
19
Chartwell Investment Partners
Pennsylvania
$31M +$30.4M +2,527,885 New
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$28.1M +$4.17M +347,126 +18%
Northern Trust
21
Northern Trust
Illinois
$27.7M +$4.03M +335,395 +17%
Goldman Sachs
22
Goldman Sachs
New York
$27.3M +$160K +13,312 +0.6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$25.7M -$4.6M -382,700 -15%
SCM
24
Schneider Capital Management
Pennsylvania
$25.1M -$1.37M -113,995 -5%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$22.7M +$1.52M +126,810 +7%
1
2 3 4 5

FHN Hedge Fund Activity: Q3 2014 in Review

224 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2014, worth a combined $2.36B — up 3.7% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FHN and 20 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 68 added.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $30.4M. The largest seller was Norges Bank, cutting an estimated $27.9M.

  • 224 institutional investors held First Horizon (FHN) as of Q3 2014, down from 234 in Q2 2014.
  • Funds reported $2.36B of First Horizon stock for Q3 2014, up 3.7% quarter-over-quarter.
  • 20 funds opened new First Horizon positions in Q3 2014 and 26 closed out, a net change of -6 holders.
  • The largest First Horizon buyer in Q3 2014 was Chartwell Investment Partners, an estimated $30.4M added.
  • The largest First Horizon seller in Q3 2014 was Norges Bank, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2014.