We are live on ! Find out more
TOWN icon

Towne Bank

131 hedge funds and large institutions have $843M invested in Towne Bank in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $541M → $843M (+$302M)

51% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $2.17M

40.65% more ownership

Funds ownership: 0%40.65% (+41%)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
39
Reduced
42
Closed
19
Calls
$3.28M
Puts
$2.17M
Net Calls
+$1.11M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$191K -$4.09K -142 -2%
Fuller & Thaler Asset Management
102
Fuller & Thaler Asset Management
California
$176K
MFS
103
MSI Financial Services
Massachusetts
$161K -$144K -5,000 -51%
LWCFA
104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$140K +$113K +3,917 +1,328%
CG
106
Cutler Group
California
$139K +$121K +4,200 New
OC
107
Oakworth Capital
Alabama
$115K
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$87K -$44.5K -1,544 -37%
TSW
109
Thompson Siegel & Walmsley
Virginia
$76K
Group One Trading
110
Group One Trading
Illinois
$70K +$60.5K +2,100 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$68K +$33.2K +1,150 +128%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$47K
EARNEST Partners
113
EARNEST Partners
Georgia
$46K
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$33K
Barclays
115
Barclays
United Kingdom
$26K -$395K -13,686 -95%
TDC
116
Thompson Davis & Co
Virginia
$23K -$71.8K -2,490 -78%
JCM
117
Jacobi Capital Management
Pennsylvania
$22K
VCM
118
Versant Capital Management
Arizona
$20K -$951 -33 -5%
WA
119
WFG Advisors
Texas
$15K +$58 +2 +0.5%
Simplex Trading
120
Simplex Trading
Illinois
$14K +$12.5K +435 New
US Bancorp
121
US Bancorp
Minnesota
$13K +$29 +1 +0.3%
Creative Planning
122
Creative Planning
Kansas
$12K +$10.8K +375 New
PCM
123
Prelude Capital Management
New York
$10K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$7K -$115 -4 -2%
MRCM
125
M&R Capital Management
New Jersey
$6K

TOWN Hedge Fund Activity: Q4 2016 in Review

131 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2016, worth a combined $843M — up 56% from $541M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TOWN positions and 19 closed out — a net gain of 6 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.6M. The largest seller was Lawrence B. Seidman, exiting entirely with an estimated $14.7M sold.

  • 131 institutional investors held Towne Bank (TOWN) as of Q4 2016, up from 127 in Q3 2016.
  • Funds reported $843M of Towne Bank stock for Q4 2016, up 56% quarter-over-quarter.
  • 25 funds opened new Towne Bank positions in Q4 2016 and 19 closed out, a net change of +6 holders.
  • The largest Towne Bank buyer in Q4 2016 was Fidelity Investments, an estimated $33.6M added.
  • The largest Towne Bank seller in Q4 2016 was Lawrence B. Seidman, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2016.