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Towne Bank
TOWN

Overview Fund Activity

194 hedge funds and large institutions have $1.07B invested in Towne Bank in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 29 closing their positions.

Holders
194
Holders Change
-19
Holders Change %
-8.92%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
66
Reduced
66
Closed
29
Calls
$138K
Puts
$55K
Net Calls
+$83K
Net Calls Change
-$536K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$48.5M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$96.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.27M
4
State Street
4
State Street
Massachusetts
$47.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$23.4M
2
SCP
2
Seizert Capital Partners
Michigan
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$771K
4
BlackRock
4
BlackRock
New York
$152M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$65.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$474K 17,772 +7 +0%
AIA
102
Arbor Investment Advisors
North Carolina
$466K 17,479 – –
FWTB
103
First Western Trust Bank
Colorado
$463K 17,378 – –
BRG
104
Bay Rivers Group
Virginia
$463K 17,378 – –
HI
105
Hendershot Investments
Virginia
$463K 17,367 -4,865 -22%
NYLIM
106
New York Life Investment Management
New York
$462K 17,324 -1,621 -9%
Aviva
107
Aviva
United Kingdom
$455K 17,055 +17,055 New
DWM
108
Dakota Wealth Management
Florida
$445K 16,694 – –
AG
109
Ascent Group
Virginia
$443K 16,625 – –
OPTFSNA
110
Old Point Trust & Financial Services N A
Virginia
$440K 16,518 -46 -0.3%
LCOV
111
London Company of Virginia
Virginia
$436K 16,369 – –
OBGC
112
O'Brien Greene & Co
Pennsylvania
$428K 16,042 – –
VIM
113
Vista Investment Management
Pennsylvania
$390K 14,627 – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$376K 14,115 +2,322 +20%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$370K 13,859 -5,202 -27%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$349K 13,088 – –
XF
117
XML Financial
Maryland
$345K 12,964 – –
SL
118
Salomon & Ludwin
Virginia
$329K 12,345 – –
CWAG
119
Compton Wealth Advisory Group
Virginia
$325K 12,204 +3,411 +39%
AIM
120
Anchor Investment Management
South Carolina
$320K 12,000 – –
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$311K 11,658 – –
HWAM
122
Hennion & Walsh Asset Management
New Jersey
$295K 11,071 -225 -2%
GI
123
GAMCO Investors
Connecticut
$293K 11,000 – –
MML Investors Services
124
MML Investors Services
Massachusetts
$287K 10,787 -20 -0.2%
NA
125
NewEdge Advisors
Louisiana
$286K 10,731 +4 +0%
3 4
5
6 7