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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 %
GRP
176
Global Retirement Partners
California
$2.05K 92 +1 +1%
CAM
177
ClariVest Asset Management
California
$2K 91 – –
FCA
178
FinTrust Capital Advisors
South Carolina
$1.88K 61 – –
PFP
179
Pinnacle Financial Partners
Tennessee
$1.47K 55 – –
SFG
180
Steward Financial Group
Texas
$1K 50 +30 +150%
SC
181
Schubert & Co
Texas
$880 33 -3 -8%
JWA
182
JFS Wealth Advisors
Pennsylvania
$773 29 -11 -28%
MCM
183
Manchester Capital Management
Vermont
$720 27 -114 -81%
PA
184
Parallel Advisors
California
$613 23 +23 New
FFA
185
Farther Finance Advisors
California
$586 22 – –
BIA
186
Bell Investment Advisors
California
$480 18 -51 -74%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$400 15 -15 -50%
QCG
188
Quadrant Capital Group
Ohio
$320 12 – –
DI
189
Disciplined Investments
Oklahoma
$293 11 -2 -15%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$225 8,479 +189 +2%
SIC
191
SJS Investment Consulting
Ohio
$214 8 -9 -53%
TWA
192
TCI Wealth Advisors
Arizona
$107 4 -201 -98%
TWP
193
TFO Wealth Partners
Ohio
$80 3 -3 -50%
SCP
194
Seizert Capital Partners
Michigan
– – -114,740 Closed
HSBC Holdings
195
HSBC Holdings
United Kingdom
– – -32,326 Closed
JCIA
196
Jackson Creek Investment Advisors
Colorado
– – -29,027 Closed
OQS
197
Occudo Quantitative Strategies
Florida
– – -21,234 Closed
FLC
198
Fifth Lane Capital
Texas
– – -17,289 Closed
BWM
199
BCS Wealth Management
Tennessee
– – -16,419 Closed
PP
200
PDT Partners
New York
– – -14,985 Closed
5 6 7
8
9