We are live on ! Find out more
TOWN icon

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
S
151
SignatureFD
Georgia
$35.3K +$16.2K +676 +80%
EARNEST Partners
152
EARNEST Partners
Georgia
$32.5K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$26.5K -$400K -16,633 -94%
CSB
154
City State Bank
Iowa
$21K
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K -$86.6K -3,604 -81%
VCM
156
Versant Capital Management
Arizona
$12.4K
APW
157
Acima Private Wealth
Virginia
$11.6K
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.61K +$72 +3 +0.8%
GGI
159
Godsey & Gibb Inc
Virginia
$6.58K
BTI
160
Blue Trust Inc
Georgia
$6K -$6.08K -253 -54%
LC
161
Lindbrook Capital
California
$5.81K -$3.41K -142 -36%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$5.16K
QCG
163
Quadrant Capital Group
Ohio
$5.02K +$4.9K +204 +1,700%
Simplex Trading
164
Simplex Trading
Illinois
$5K +$6.03K +251 New
TPCW
165
TD Private Client Wealth
New York
$3.95K
CAM
166
ClariVest Asset Management
California
$3K +$673 +28 +31%
HWA
167
Heritage Wealth Advisors
Virginia
$2.7K
GRP
168
Global Retirement Partners
California
$2.14K
FCA
169
FinTrust Capital Advisors
South Carolina
$1.88K
PFPT
170
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.28K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$1K -$10.6K -443 -94%
CFGS
172
Concourse Financial Group Securities
Alabama
$916 -$5.31K -221 -85%
JWA
173
JFS Wealth Advisors
Pennsylvania
$605 -$72 -3 -10%
BIA
174
Bell Investment Advisors
California
$489 +$72 +3 +17%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$488 +$505 +21 New

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.