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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
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$201K +$175K +6,740 New
SEIA
152
Signature Estate & Investment Advisors
California
$200K +$174K +6,727 New
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$197K -$99.6K -3,841 -37%
AB
154
Amalgamated Bank
New York
$184K -$18.7K -723 -10%
EWM
155
Evermay Wealth Management
Virginia
$180K – – –
Osaic Holdings
156
Osaic Holdings
Arizona
$157K -$8.82K -340 -6%
Bessemer Group
157
Bessemer Group
New Jersey
$140K – – –
SPIA
158
Steward Partners Investment Advisory
New York
$135K -$102K -3,920 -46%
RCM
159
Raleigh Capital Management
North Carolina
$129K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$126K +$104K +4,012 +1,807%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$119K -$6.04K -233 -6%
SIS
162
Sound Income Strategies
Florida
$79.2K +$69K +2,660 New
SC
163
SouthState Corp
Florida
$68.9K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$55.9K +$21.8K +840 +81%
EC
165
EntryPoint Capital
New York
$51.6K +$44.9K +1,733 New
ECM
166
EMC Capital Management
Texas
$51K – – –
ACA
167
American Capital Advisory
Idaho
$44.6K +$38.9K +1,500 New
S
168
SignatureFD
Georgia
$42.4K +$5.68K +219 +18%
Comerica Bank
169
Comerica Bank
Texas
$38.9K +$3.35K +129 +11%
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.1K +$1.4K +54 +6%
VCM
171
Versant Capital Management
Arizona
$15.9K – – –
PA
172
Parallel Advisors
California
$12.6K +$11K +424 New
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.3K +$104 +4 +1%
LC
174
Lindbrook Capital
California
$9.94K +$7.65K +295 +756%
CSB
175
City State Bank
Iowa
$9K -$15.6K -600 -67%
5 6
7
8 9

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.