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Towne Bank

213 hedge funds and large institutions have $1.11B invested in Towne Bank in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $699K | Put options by funds: $80K

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

9% more funds holding

Funds holding: 195213 (+18)

7% more capital invested

Capital invested by funds: $1.05B → $1.11B (+$68.4M)

0.73% more ownership

Funds ownership: 53.69%54.41% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
213
Holders Change
+18
Holders Change %
+9.23%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
66
Reduced
71
Closed
11
Calls
$699K
Puts
$80K
Net Calls
+$619K
Net Calls Change
+$619K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$981K +$558 +18 +0.1%
CL
77
Choreo LLC
Illinois
$940K +$949K +30,613 New
LPL Financial
78
LPL Financial
California
$936K +$311K +10,026 +49%
SO
79
STRS Ohio
Ohio
$928K -$130K -4,200 -12%
JCIA
80
Jackson Creek Investment Advisors
Colorado
$895K -$35K -1,130 -4%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$883K
OC
82
Oppenheimer & Co
New York
$876K -$133K -4,296 -13%
SM
83
Salzhauer Michael
$835K
AF
84
Aldebaran Financial
$833K -$62K -2,000 -7%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$827K +$11.2K +360 +1%
IWC
86
Integrated Wealth Concepts
Massachusetts
$818K +$124 +4 +0%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$807K
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$729K +$152K +4,900 +26%
ZIM
89
Zacks Investment Management
Illinois
$717K -$192K -6,195 -21%
HI
90
Hendershot Investments
Virginia
$686K -$2.33K -75 -0.3%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$656K +$234K +7,540 +55%
OQS
92
Occudo Quantitative Strategies
Florida
$655K +$263K +8,493 +67%
US Bancorp
93
US Bancorp
Minnesota
$647K -$48.5K -1,566 -7%
SBIA
94
Sheaff Brock Investment Advisors
Indiana
$617K
ASRS
95
Arizona State Retirement System
Arizona
$601K +$22.7K +733 +4%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$587K -$154K -4,954 -21%
NYLIM
97
New York Life Investment Management
New York
$584K +$66.1K +2,132 +13%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$548K +$46.2K +1,490 +9%
AIA
99
Arbor Investment Advisors
North Carolina
$539K +$542K +17,479 New
SG Americas Securities
100
SG Americas Securities
New York
$539K -$28.5K -920 -5%

TOWN Hedge Fund Activity: Q4 2022 in Review

213 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2022, worth a combined $1.11B — up 6.5% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TOWN positions and 11 closed out — a net gain of 19 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Nuance Investments, adding an estimated $9.41M. The largest seller was Goldman Sachs, cutting an estimated $5.55M.

  • 213 institutional investors held Towne Bank (TOWN) as of Q4 2022, up from 195 in Q3 2022.
  • Funds reported $1.11B of Towne Bank stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 30 funds opened new Towne Bank positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Towne Bank buyer in Q4 2022 was Nuance Investments, an estimated $9.41M added.
  • The largest Towne Bank seller in Q4 2022 was Goldman Sachs, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2022.