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First Horizon

329 hedge funds and large institutions have $5.15B invested in First Horizon in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,588% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 88

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

3% more funds holding

Funds holding: 320329 (+9)

5% less capital invested

Capital invested by funds: $5.4B → $5.15B (-$251M)

4.34% less ownership

Funds ownership: 88.02%83.68% (-4.3%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
329
Holders Change
+9
Holders Change %
+2.81%
% of All Funds
7.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
125
Reduced
88
Closed
47
Calls
$24.7M
Puts
$1.46M
Net Calls
+$23.2M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$562M +$10M +509,213 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$527M +$50.4M +2,556,632 +10%
State Street
3
State Street
Massachusetts
$315M -$1.35M -68,603 -0.4%
Franklin Resources
4
Franklin Resources
California
$304M +$4.76M +241,452 +2%
Invesco
5
Invesco
Georgia
$290M -$47.2M -2,397,759 -13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$231M -$682K -34,619 -0.3%
Goldman Sachs
7
Goldman Sachs
New York
$186M +$43.2M +2,194,279 +29%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$171M +$43.8M +2,221,494 +32%
Citadel Advisors
9
Citadel Advisors
Florida
$148M +$31.9M +1,618,943 +26%
JP Morgan Chase
10
JP Morgan Chase
New York
$125M -$10.3M -523,109 -7%
Parnassus Investments
11
Parnassus Investments
California
$117M -$7.64M -387,502 -6%
OHCM
12
Oak Hill Capital Management
New York
$102M
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$101M -$1.01M -51,139 -0.9%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$97.5M +$32.6M +1,656,203 +47%
Victory Capital Management
15
Victory Capital Management
Texas
$92.1M -$11.9M -604,710 -11%
FCM
16
Frontier Capital Management
Massachusetts
$87.6M +$745K +37,807 +0.8%
NIMC
17
NWQ Investment Management Company
California
$76.3M -$9.06M -459,600 -10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$73.6M -$24.7M -1,253,637 -24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$70.7M -$23.1M -1,174,189 -24%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$50.9M +$2.26M +114,626 +4%
Norges Bank
21
Norges Bank
Norway
$50.4M +$2.96M +150,081 +6%
Northern Trust
22
Northern Trust
Illinois
$47.2M +$1.07M +54,424 +2%
SI
23
Scout Investments
Missouri
$44.1M +$46.1M +2,341,093 New
Bank of America
24
Bank of America
North Carolina
$43.3M +$1.44M +73,161 +3%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$42.5M +$20.7M +1,049,558 +87%

FHN Hedge Fund Activity: Q1 2018 in Review

329 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2018, worth a combined $5.15B — down 4.6% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHN positions and 47 closed out — a net gain of 11 holders — while 125 added to existing stakes and 88 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.

  • 329 institutional investors held First Horizon (FHN) as of Q1 2018, up from 320 in Q4 2017.
  • Funds reported $5.15B of First Horizon stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 58 funds opened new First Horizon positions in Q1 2018 and 47 closed out, a net change of +11 holders.
  • The largest First Horizon buyer in Q1 2018 was Vanguard Group, an estimated $50.4M added.
  • The largest First Horizon seller in Q1 2018 was T. Rowe Price Associates, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2018.