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First Horizon

575 hedge funds and large institutions have $10.1B invested in First Horizon in 2022 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 147 increasing their positions, 193 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 520 (+15)

55% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 94

46% more capital invested

Capital invested by funds: $6.94B → $10.1B (+$3.19B)

31% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $24M

9% more funds holding

Funds holding: 529575 (+46)

1.81% more ownership

Funds ownership: 79.05%80.86% (+1.8%)

24% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 193

Holders
575
Holders Change
+46
Holders Change %
+8.7%
% of All Funds
9.07%
Holding in Top 10
20
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+300%
% of All Funds
0.32%
New
146
Increased
147
Reduced
193
Closed
94
Calls
$31.5M
Puts
$24M
Net Calls
+$7.5M
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.3B -$120M -6,011,707 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B -$127M -6,369,753 -11%
State Street
3
State Street
Massachusetts
$456M -$69.9M -3,502,406 -15%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$347M +$164M +8,237,557 +126%
Barclays
5
Barclays
United Kingdom
$334M +$267M +13,363,680 +1,532%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$325M -$64.6M -3,236,996 -19%
LSV Asset Management
7
LSV Asset Management
Illinois
$298M -$48.8M -2,444,307 -16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$279M +$758K +37,979 +0.3%
SCM
9
Segantii Capital Management
Hong Kong
$253M +$215M +10,778,650 New
Charles Schwab
10
Charles Schwab
California
$245M -$1.65M -82,579 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$184M +$16.6M +832,162 +12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$174M +$357K +17,915 +0.2%
MF
13
Magnetar Financial
Illinois
$172M +$146M +7,339,373 New
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$164M -$293M -14,679,642 -68%
Fidelity International
15
Fidelity International
Bermuda
$123M +$103M +5,143,845 +5,529%
Norges Bank
16
Norges Bank
Norway
$122M +$2.5M +125,149 +2%
Parnassus Investments
17
Parnassus Investments
California
$113M -$18.5M -928,399 -16%
VI
18
Versor Investments
New York
$102M +$86.7M +4,344,484 +26,172%
Goldman Sachs
19
Goldman Sachs
New York
$101M +$33M +1,657,018 +63%
WCMNY
20
Westchester Capital Management (New York)
New York
$95.9M +$81.5M +4,084,167 New
Northern Trust
21
Northern Trust
Illinois
$95.3M -$1.67M -83,714 -2%
JIC
22
Johnson Investment Counsel
Ohio
$93.7M -$17.9M -897,157 -18%
Bank of America
23
Bank of America
North Carolina
$91.8M -$55.6M -2,785,590 -42%
Invesco
24
Invesco
Georgia
$85.9M -$87.9M -4,408,274 -55%
Citadel Advisors
25
Citadel Advisors
Florida
$79.6M +$51.8M +2,595,558 +327%

FHN Hedge Fund Activity: Q1 2022 in Review

575 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2022, worth a combined $10.1B — up 46% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new FHN positions and 94 closed out — a net gain of 52 holders — while 147 added to existing stakes and 193 trimmed.

The largest buyer was Barclays, adding an estimated $267M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $293M.

  • 575 institutional investors held First Horizon (FHN) as of Q1 2022, up from 529 in Q4 2021.
  • Funds reported $10.1B of First Horizon stock for Q1 2022, up 46% quarter-over-quarter.
  • 146 funds opened new First Horizon positions in Q1 2022 and 94 closed out, a net change of +52 holders.
  • The largest First Horizon buyer in Q1 2022 was Barclays, an estimated $267M added.
  • The largest First Horizon seller in Q1 2022 was Fuller & Thaler Asset Management, an estimated $293M sold.

Based on aggregated 13F filings for Q1 2022.