We are live on ! Find out more
TOWN icon

Towne Bank
TOWN

175 hedge funds and large institutions have $1.13B invested in Towne Bank in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 174 → 175 (+1)

0% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$4.57M)

0.93% less ownership

Funds ownership: 50.98% → 50.04% (-0.93%)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
59
Reduced
49
Closed
16
Calls
$676K
Puts
–
Net Calls
+$676K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.77M
2
SCP
Seizert Capital Partners
Michigan
+$3.66M
3
Bessemer Group
Bessemer Group
New Jersey
+$3.12M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.89M
5
Millennium Management
Millennium Management
New York
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$21.5M
2
BlackRock
BlackRock
New York
-$6.79M
3
American Century Companies
American Century Companies
Missouri
-$3.02M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$2.09M
5
CIP
Chartwell Investment Partners
Pennsylvania
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
151
Graves Light Lenhart Wealth
Virginia
$31K – – –
PHK
152
Point72 Hong Kong
Hong Kong
$30K +$4.9K +163 +20%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$27K +$511 +17 +2%
Lazard Asset Management
154
Lazard Asset Management
New York
$26K +$25.4K +843 New
JCM
155
Jacobi Capital Management
Pennsylvania
$20K – – –
VCM
156
Versant Capital Management
Arizona
$17K – – –
APW
157
Acima Private Wealth
Virginia
$16K – – –
CMBA
158
C.M. Bidwell & Associates
Hawaii
$15K – – –
FCA
159
FinTrust Capital Advisors
South Carolina
$15K – – –
S
160
SignatureFD
Georgia
$13K -$963 -32 -7%
CFGS
161
Concourse Financial Group Securities
Alabama
$9K – – –
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$7K +$511 +17 +8%
PA
163
Parallel Advisors
California
$6K -$1.62K -54 -23%
MRCM
164
M&R Capital Management
New Jersey
$6K – – –
SWM
165
Selective Wealth Management
Virginia
$6K – – –
TWA
166
TCI Wealth Advisors
Arizona
$6K +$6.05K +201 New
HC
167
Hoese & Co
Minnesota
$5K – – –
PCG
168
Private Capital Group
Connecticut
$5K – – –
NFG
169
Next Financial Group
Texas
$3K – – –
GRP
170
Global Retirement Partners
California
$3K +$30 +1 +1%
QCG
171
Quadrant Capital Group
Ohio
$1K -$481 -16 -28%
LC
172
Lindbrook Capital
California
$1K – – –
BIA
173
Bell Investment Advisors
California
$1K +$842 +28 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$991 – – –
FCM
175
FJ Capital Management
Virginia
– -$21.5M -707,000 Closed
4 5 6
7
8

TOWN Hedge Fund Activity: Q3 2021 in Review

175 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q3 2021, worth a combined $1.13B — up 0.41% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TOWN positions and 16 closed out — a net gain of 1 holder — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.77M. The largest seller was FJ Capital Management, exiting entirely with an estimated $21.5M sold.

  • 175 institutional investors held Towne Bank (TOWN) as of Q3 2021, up from 174 in Q2 2021.
  • Funds reported $1.13B of Towne Bank stock for Q3 2021, up 0.41% quarter-over-quarter.
  • 17 funds opened new Towne Bank positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest Towne Bank buyer in Q3 2021 was Goldman Sachs, an estimated $4.77M added.
  • The largest Towne Bank seller in Q3 2021 was FJ Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2021.