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Towne Bank
TOWN

193 hedge funds and large institutions have $1.22B invested in Towne Bank in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,071% more call options, than puts

Call options by funds: $666K | Put options by funds: $21K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

33% more capital invested

Capital invested by funds: $913M → $1.22B (+$305M)

5% more funds holding

Funds holding: 183 → 193 (+10)

1.55% more ownership

Funds ownership: 54.82% → 56.38% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 63

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
63
Closed
16
Calls
$666K
Puts
$21K
Net Calls
+$645K
Net Calls Change
-$38K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.5M
2
BlackRock
BlackRock
New York
+$8.55M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.21M
4
American Century Companies
American Century Companies
Missouri
+$4.01M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.22M
2
Norges Bank
Norges Bank
Norway
-$4.33M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.93M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$2.53M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$356K -$1.01M -38,873 -76%
CWA
127
Canvas Wealth Advisors
Kansas
$348K -$23.8K -918 -7%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$347K – – –
ProShare Advisors
129
ProShare Advisors
Maryland
$346K +$64.6K +2,493 +27%
EP
130
Eudaimonia Partners
Tennessee
$336K +$293K +11,287 New
MML Investors Services
131
MML Investors Services
Massachusetts
$331K +$8.32K +321 +3%
GI
132
GAMCO Investors
Connecticut
$327K – – –
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$318K +$277K +10,673 New
HI
134
Hendershot Investments
Virginia
$317K -$118K -4,556 -30%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$313K -$98.5K -3,797 -27%
Two Sigma Investments
136
Two Sigma Investments
New York
$307K -$2.93M -112,938 -92%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$305K +$265K +10,234 New
EA
138
Ellsworth Advisors
Ohio
$295K – – –
SL
139
Salomon & Ludwin
Virginia
$283K – – –
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$271K – – –
LCM
141
Landscape Capital Management
New Jersey
$267K +$232K +8,965 New
CWAG
142
Compton Wealth Advisory Group
Virginia
$263K – – –
Canada Life
143
Canada Life
Manitoba, Canada
$260K +$53K +2,043 +30%
AQR Capital Management
144
AQR Capital Management
Connecticut
$236K +$206K +7,947 New
OHWP
145
Oak Harbor Wealth Partners
North Carolina
$234K +$204K +7,859 New
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$227K +$198K +7,628 New
PFS
147
Prospera Financial Services
Texas
$220K +$192K +7,400 New
FAG
148
Financial Advisory Group
Texas
$220K +$192K +7,397 New
AIP
149
Ameritas Investment Partners
Nebraska
$208K – – –
MM
150
MQS Management
New York
$208K +$181K +6,977 New
4 5
6
7 8

TOWN Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2023, worth a combined $1.22B — up 33% from $913M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TOWN positions and 16 closed out — a net gain of 13 holders — while 64 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.5M. The largest seller was Truist Financial, cutting an estimated $8.22M.

  • 193 institutional investors held Towne Bank (TOWN) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.22B of Towne Bank stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new Towne Bank positions in Q4 2023 and 16 closed out, a net change of +13 holders.
  • The largest Towne Bank buyer in Q4 2023 was Morgan Stanley, an estimated $12.5M added.
  • The largest Towne Bank seller in Q4 2023 was Truist Financial, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2023.