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Towne Bank

184 hedge funds and large institutions have $928M invested in Towne Bank in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

0.36% less ownership

Funds ownership: 55.3%54.94% (-0.36%)

5% less funds holding

Funds holding: 194184 (-10)

13% less capital invested

Capital invested by funds: $1.07B → $928M (-$142M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

66% less call options, than puts

Call options by funds: $213K | Put options by funds: $620K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
184
Holders Change
-10
Holders Change %
-5.15%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
63
Reduced
62
Closed
28
Calls
$213K
Puts
$620K
Net Calls
-$407K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$702K +$726K +30,219 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$685K -$505 -21 -0.1%
ROC
78
River Oaks Capital
Minnesota
$669K -$440K -18,300 -39%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$660K +$32.1K +1,337 +5%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$660K +$53.2K +2,212 +8%
Franklin Resources
81
Franklin Resources
California
$621K +$642K +26,724 New
CG
82
Colony Group
Massachusetts
$620K -$12K -500 -2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$587K -$14.1K -585 -2%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$567K -$560K -23,294 -49%
GCP
85
GSA Capital Partners
United Kingdom
$561K +$580K +24,150 New
OC
86
Oppenheimer & Co
New York
$535K -$149K -6,196 -21%
Victory Capital Management
87
Victory Capital Management
Texas
$519K -$158K -6,580 -23%
ASRS
88
Arizona State Retirement System
Arizona
$487K +$22.6K +941 +5%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$486K +$1.44K +60 +0.3%
VIM
90
Vista Investment Management
Pennsylvania
$474K +$139K +5,785 +40%
Citadel Advisors
91
Citadel Advisors
Florida
$472K +$313K +13,014 +178%
US Bancorp
92
US Bancorp
Minnesota
$466K -$21.7K -902 -4%
SBIA
93
Sheaff Brock Investment Advisors
Indiana
$465K
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$465K +$31K +1,289 +7%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$426K -$468K -19,461 -51%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$417K +$431K +17,951 New
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$412K +$426K +17,725 New
AIA
98
Arbor Investment Advisors
North Carolina
$406K
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$404K +$85.7K +3,566 +26%
BRG
100
Bay Rivers Group
Virginia
$404K

TOWN Hedge Fund Activity: Q2 2023 in Review

184 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q2 2023, worth a combined $928M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TOWN and 18 opened new positions — a net loss of 10 holders — while 62 trimmed existing stakes and 63 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $8.89M. The largest seller was Davenport & Co, cutting an estimated $10.3M.

  • 184 institutional investors held Towne Bank (TOWN) as of Q2 2023, down from 194 in Q1 2023.
  • Funds reported $928M of Towne Bank stock for Q2 2023, down 13% quarter-over-quarter.
  • 18 funds opened new Towne Bank positions in Q2 2023 and 28 closed out, a net change of -10 holders.
  • The largest Towne Bank buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $8.89M added.
  • The largest Towne Bank seller in Q2 2023 was Davenport & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.