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Towne Bank
TOWN

183 hedge funds and large institutions have $913M invested in Towne Bank in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,277% more call options, than puts

Call options by funds: $713K | Put options by funds: $30K

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.12% less ownership

Funds ownership: 54.94% → 54.82% (-0.12%)

1% less funds holding

Funds holding: 184 → 183 (-1)

2% less capital invested

Capital invested by funds: $928M → $913M (-$14.6M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
63
Closed
15
Calls
$713K
Puts
$30K
Net Calls
+$683K
Net Calls Change
+$1.09M

Top Buyers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
+$16.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.29M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.98M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$19M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.06M
3
Goldman Sachs
Goldman Sachs
New York
-$4.53M
4
DA
Denali Advisors
California
-$3.39M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$4.88M +$690K +28,667 +16%
Morgan Stanley
27
Morgan Stanley
New York
$4.7M +$73K +3,030 +2%
Victory Capital Management
28
Victory Capital Management
Texas
$4.3M +$3.98M +165,102 +739%
EF
29
Empowered Funds
Pennsylvania
$3.8M +$1.14M +47,548 +40%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$3.69M -$276K -11,456 -7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$3.58M -$149K -6,200 -4%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$3.55M +$1.52M +63,200 +69%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.2M -$42K -1,746 -1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.13M +$28.5K +1,182 +0.9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$3.06M -$29K -1,203 -0.9%
BSW
36
Buckingham Strategic Wealth
Missouri
$2.86M +$17.4K +722 +0.6%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.83M +$2.6M +108,050 +711%
Invesco
38
Invesco
Georgia
$2.67M -$3.42K -142 -0.1%
Cerity Partners
39
Cerity Partners
New York
$2.6M -$1.24M -51,573 -31%
MCM
40
Maltese Capital Management
New York
$2.6M -$36.1K -1,500 -1%
Barclays
41
Barclays
United Kingdom
$2.46M +$41.8K +1,735 +2%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.36M – – –
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.23M +$628K +26,073 +37%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.06M – – –
DC
45
Davenport & Co
Virginia
$1.98M -$15.5K -642 -0.7%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.95M +$1.09M +45,220 +114%
UBS Group
47
UBS Group
Switzerland
$1.8M +$658K +27,306 +53%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.8M -$221K -9,184 -10%
Legal & General Group
49
Legal & General Group
United Kingdom
$1.7M +$58K +2,408 +3%
UBS AM
50
UBS AM
Illinois
$1.57M – – –
1
2
3 4 5

TOWN Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q3 2023, worth a combined $913M — down 1.6% from $928M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TOWN positions and 15 closed out — a net gain of 1 holder — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Nuance Investments, adding an estimated $16.3M. The largest seller was American Century Companies, cutting an estimated $19M.

  • 183 institutional investors held Towne Bank (TOWN) as of Q3 2023, down from 184 in Q2 2023.
  • Funds reported $913M of Towne Bank stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 16 funds opened new Towne Bank positions in Q3 2023 and 15 closed out, a net change of +1 holder.
  • The largest Towne Bank buyer in Q3 2023 was Nuance Investments, an estimated $16.3M added.
  • The largest Towne Bank seller in Q3 2023 was American Century Companies, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2023.