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Towne Bank
TOWN

Overview Fund Activity

211 hedge funds and large institutions have $1.13B invested in Towne Bank in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
211
Holders Change
+18
Holders Change %
+9.33%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
58
Reduced
70
Closed
14
Calls
$162K
Puts
$93K
Net Calls
+$69K
Net Calls Change
-$576K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$14M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$4.91M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.98M
4
Millennium Management
4
Millennium Management
New York
$4.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$116M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$45.3M
2
BlackRock
2
BlackRock
New York
$151M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.23M
4
Victory Capital Management
4
Victory Capital Management
Texas
$3.95M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$1.38K 49 – –
GI
202
GAMMA Investing
California
$1.29K 46 – –
JWA
203
JFS Wealth Advisors
Pennsylvania
$1.21K 43 – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1K 27 – –
SIC
205
SJS Investment Consulting
Ohio
$506 18 – –
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$225 8 +1 +14%
Fuller & Thaler Asset Management
207
Fuller & Thaler Asset Management
California
$140 5 – –
RIL
208
Rothschild Investment LLC
Illinois
$140 5 +5 New
TWP
209
TFO Wealth Partners
Ohio
$84 3 – –
A
210
AlphaQuest
New York
$28 1 +1 New
MCM
211
Maltese Capital Management
New York
– – -70,200 Closed
HAM
212
HoldCo Asset Management
Florida
– – -37,437 Closed
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
– – -23,896 Closed
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
– – -16,232 Closed
DWM
215
Dakota Wealth Management
Florida
– – -13,370 Closed
NYLIM
216
New York Life Investment Management
New York
– – -12,960 Closed
CWA
217
Canvas Wealth Advisors
Kansas
– – -12,110 Closed
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
– – -10,673 Closed
HI
219
Hendershot Investments
Virginia
– – -10,644 Closed
PFS
220
Prospera Financial Services
Texas
– – -7,400 Closed
MM
221
MQS Management
New York
– – -6,977 Closed
State of Wisconsin Investment Board
222
State of Wisconsin Investment Board
Wisconsin
– – -6,740 Closed
SEIA
223
Signature Estate & Investment Advisors
California
– – -6,727 Closed
GWS
224
Glassman Wealth Services
Virginia
– – -18 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
– – – –
6 7 8
9
10