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First Horizon

274 hedge funds and large institutions have $3.93B invested in First Horizon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $400K

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more capital invested

Capital invested by funds: $2.88B → $3.93B (+$1.05B)

9% more funds holding

Funds holding: 251274 (+23)

2.44% more ownership

Funds ownership: 81.9%84.34% (+2.4%)

6% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 97

Holders
274
Holders Change
+23
Holders Change %
+9.16%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
91
Reduced
97
Closed
22
Calls
$2.25M
Puts
$400K
Net Calls
+$1.84M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$426M -$3.89M -221,053 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$364M +$10.8M +615,121 +3%
Invesco
3
Invesco
Georgia
$328M -$24.3M -1,380,776 -8%
State Street
4
State Street
Massachusetts
$220M +$11.4M +645,042 +6%
BIT
5
BlackRock Institutional Trust
California
$192M +$12.1M +684,845 +8%
BFA
6
BlackRock Fund Advisors
California
$190M +$7.87M +447,118 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$107M +$15.5M +881,933 +20%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$102M +$9.49M +538,896 +12%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$99.5M -$7.6M -431,803 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$96.1M -$16.2M -919,234 -16%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$93.4M -$244K -13,864 -0.3%
FCM
12
Frontier Capital Management
Massachusetts
$91.5M +$5.35M +303,799 +7%
Franklin Resources
13
Franklin Resources
California
$83.5M +$58.9M +3,346,800 +404%
Parnassus Investments
14
Parnassus Investments
California
$75M +$9.68M +550,000 +17%
HCM
15
Huber Capital Management
California
$70.3M -$1.28M -72,600 -2%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$68.6M -$3.96M -224,725 -6%
Millennium Management
17
Millennium Management
New York
$59.1M -$46.6M -2,648,127 -47%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$57.6M -$3.4M -193,060 -6%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$57.5M +$18.9M +1,075,077 +60%
Goldman Sachs
20
Goldman Sachs
New York
$52.9M +$10M +568,593 +27%
Wells Fargo
21
Wells Fargo
California
$46.9M -$3.24M -184,101 -7%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$45.7M +$27.7M +1,572,109 +221%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$44.1M +$38.8M +2,202,228 New
Northern Trust
24
Northern Trust
Illinois
$41.2M -$6.66M -378,596 -16%
Norges Bank
25
Norges Bank
Norway
$40.7M

FHN Hedge Fund Activity: Q4 2016 in Review

274 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2016, worth a combined $3.93B — up 36% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FHN positions and 22 closed out — a net gain of 27 holders — while 91 added to existing stakes and 97 trimmed.

The largest buyer was Franklin Resources, adding an estimated $58.9M. The largest seller was Millennium Management, cutting an estimated $46.6M.

  • 274 institutional investors held First Horizon (FHN) as of Q4 2016, up from 251 in Q3 2016.
  • Funds reported $3.93B of First Horizon stock for Q4 2016, up 36% quarter-over-quarter.
  • 49 funds opened new First Horizon positions in Q4 2016 and 22 closed out, a net change of +27 holders.
  • The largest First Horizon buyer in Q4 2016 was Franklin Resources, an estimated $58.9M added.
  • The largest First Horizon seller in Q4 2016 was Millennium Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2016.