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First Horizon

566 hedge funds and large institutions have $9.97B invested in First Horizon in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

7% more capital invested

Capital invested by funds: $9.33B → $9.97B (+$643M)

2% more funds holding

Funds holding: 553566 (+13)

1.73% less ownership

Funds ownership: 83.29%81.56% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 203

49% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $46.7M

Holders
566
Holders Change
+13
Holders Change %
+2.35%
% of All Funds
9.75%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.48%
New
65
Increased
181
Reduced
203
Closed
44
Calls
$23.6M
Puts
$46.7M
Net Calls
-$23M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.28B -$4.85M -213,297 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B +$17.8M +784,435 +2%
State Street
3
State Street
Massachusetts
$428M +$29.6M +1,302,014 +8%
Barclays
4
Barclays
United Kingdom
$399M -$12.9M -566,448 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$296M -$86.6M -3,812,797 -23%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$260M -$1.3M -57,419 -0.5%
Franklin Resources
7
Franklin Resources
California
$255M +$31.5M +1,386,049 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$254M -$16.8M -738,055 -6%
Charles Schwab
9
Charles Schwab
California
$237M -$12.6M -553,536 -5%
LSV Asset Management
10
LSV Asset Management
Illinois
$205M -$50.1M -2,203,274 -20%
SCM
11
Segantii Capital Management
Hong Kong
$192M -$79.9M -3,515,000 -30%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$188M +$11.3M +497,777 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$173M +$4.14M +182,214 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$148M -$45M -1,979,851 -23%
Norges Bank
15
Norges Bank
Norway
$145M +$3.33M +146,503 +2%
WCMNY
16
Westchester Capital Management (New York)
New York
$134M +$9.75M +429,056 +8%
Morgan Stanley
17
Morgan Stanley
New York
$124M +$16.8M +738,163 +16%
Fidelity International
18
Fidelity International
Bermuda
$112M +$3.1M +136,584 +3%
UOC
19
UBS O'Connor
Illinois
$105M +$340K +14,983 +0.3%
DKCM
20
Davidson Kempner Capital Management
New York
$103M +$45.9M +2,017,686 +82%
PCM
21
Pentwater Capital Management
Florida
$92.6M +$3.98M +175,000 +5%
HI
22
HBK Investments
Texas
$91.6M +$75.5M +3,321,270 +489%
Northern Trust
23
Northern Trust
Illinois
$90.9M +$156K +6,869 +0.2%
Goldman Sachs
24
Goldman Sachs
New York
$90.4M -$22.7M -999,811 -20%
Deutsche Bank
25
Deutsche Bank
Germany
$86.4M +$2.23M +98,298 +3%

FHN Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2022, worth a combined $9.97B — up 6.9% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHN positions and 44 closed out — a net gain of 21 holders — while 181 added to existing stakes and 203 trimmed.

The largest buyer was Sand Grove Capital Management, opening a new position worth an estimated $80.8M. The largest seller was Fidelity Investments, cutting an estimated $86.6M.

  • 566 institutional investors held First Horizon (FHN) as of Q3 2022, up from 553 in Q2 2022.
  • Funds reported $9.97B of First Horizon stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 65 funds opened new First Horizon positions in Q3 2022 and 44 closed out, a net change of +21 holders.
  • The largest First Horizon buyer in Q3 2022 was Sand Grove Capital Management, an estimated $80.8M added.
  • The largest First Horizon seller in Q3 2022 was Fidelity Investments, an estimated $86.6M sold.

Based on aggregated 13F filings for Q3 2022.