We are live on ! Find out more
TOWN icon

Towne Bank

109 hedge funds and large institutions have $825M invested in Towne Bank in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 43.06%42.82% (-0.24%)

5% less capital invested

Capital invested by funds: $868M → $825M (-$43.1M)

11% less funds holding

Funds holding: 123109 (-14)

58% less call options, than puts

Call options by funds: $403K | Put options by funds: $970K

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

Holders
109
Holders Change
-14
Holders Change %
-11.38%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
47
Reduced
32
Closed
17
Calls
$403K
Puts
$970K
Net Calls
-$567K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$256K +$219K +7,077 +568%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$256K -$15.4K -499 -6%
UBS Group
78
UBS Group
Switzerland
$253K -$140K -4,510 -35%
SEIA
79
Signature Estate & Investment Advisors
California
$249K
Goldman Sachs
80
Goldman Sachs
New York
$247K -$300K -9,690 -55%
Canada Life
81
Canada Life
Manitoba, Canada
$224K
CG
82
Clinton Group
New York
$223K -$335K -10,829 -60%
Prudential Financial
83
Prudential Financial
New Jersey
$223K +$12.1K +390 +6%
AB
84
Amalgamated Bank
New York
$220K +$3.53K +114 +2%
MWM
85
Meridian Wealth Management
Kentucky
$213K
Victory Capital Management
86
Victory Capital Management
Texas
$196K +$29.5K +952 +18%
Fuller & Thaler Asset Management
87
Fuller & Thaler Asset Management
California
$163K
US Bancorp
88
US Bancorp
Minnesota
$156K +$145K +4,671 +1,216%
AIP
89
Ameritas Investment Partners
Nebraska
$149K
SG Americas Securities
90
SG Americas Securities
New York
$144K +$145K +4,690 New
LWCFA
91
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K -$2.17K -70 -2%
OC
92
Oakworth Capital
Alabama
$110K
TSW
93
Thompson Siegel & Walmsley
Virginia
$101K -$12.4K -400 -11%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$72K +$9K +291 +14%
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$34K +$3K +97 +10%
Citigroup
96
Citigroup
New York
$23K -$42.9K -1,386 -64%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$23K
JCM
98
Jacobi Capital Management
Pennsylvania
$20K
VCM
99
Versant Capital Management
Arizona
$18K
TDC
100
Thompson Davis & Co
Virginia
$16K -$12.4K -400 -44%

TOWN Hedge Fund Activity: Q2 2017 in Review

109 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q2 2017, worth a combined $825M — down 5% from $868M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TOWN and 4 opened new positions — a net loss of 13 holders — while 32 trimmed existing stakes and 47 added.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $5.58M. The largest seller was Principal Financial Group, cutting an estimated $5.04M.

  • 109 institutional investors held Towne Bank (TOWN) as of Q2 2017, down from 123 in Q1 2017.
  • Funds reported $825M of Towne Bank stock for Q2 2017, down 5% quarter-over-quarter.
  • 4 funds opened new Towne Bank positions in Q2 2017 and 17 closed out, a net change of -13 holders.
  • The largest Towne Bank buyer in Q2 2017 was Chartwell Investment Partners, an estimated $5.58M added.
  • The largest Towne Bank seller in Q2 2017 was Principal Financial Group, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2017.