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Towne Bank

218 hedge funds and large institutions have $1.48B invested in Towne Bank in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,680% more call options, than puts

Call options by funds: $534K | Put options by funds: $30K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

39% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 59

6% more capital invested

Capital invested by funds: $1.4B → $1.48B (+$79.9M)

2% more funds holding

Funds holding: 214218 (+4)

1.51% more ownership

Funds ownership: 58.18%59.69% (+1.5%)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
82
Reduced
59
Closed
21
Calls
$534K
Puts
$30K
Net Calls
+$504K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Heritage Wealth Advisors
Virginia
$3.95K
GRP
202
Global Retirement Partners
California
$3.31K
EWA
203
EverSource Wealth Advisors
Alabama
$3.27K +$2.85K +82 +586%
RIL
204
Rothschild Investment LLC
Illinois
$2.04K
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.5K
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$1.36K -$876K -25,182 -100%
HWM
207
Hemington Wealth Management
Virginia
$1K +$522 +15 +68%
MSG
208
Main Street Group
Virginia
$818 -$36.3K -1,043 -98%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$783 +$800 +23 New
SIC
210
SJS Investment Consulting
Ohio
$545 -$70 -2 -11%
CSWM
211
Cassady Schiller Wealth Management
Ohio
$511 +$522 +15 New
FFA
212
Farther Finance Advisors
California
$375
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$341
Fuller & Thaler Asset Management
214
Fuller & Thaler Asset Management
California
$170
IA
215
IFP Advisors
Florida
$170 +$174 +5 New
GFPC
216
Global Financial Private Client
Florida
$136 +$139 +4 New
PWM
217
Parkworth Wealth Management
California
$68 +$70 +2 New
NI
218
Nuance Investments
Missouri
-$9.97M -301,453 Closed
NRCM
219
North Reef Capital Management
California
-$3.64M -110,005 Closed
ECM
220
ExodusPoint Capital Management
New York
-$3.38M -102,349 Closed
CSS
221
Cubist Systematic Strategies
Connecticut
-$1.21M -36,660 Closed
Prudential Financial
222
Prudential Financial
New Jersey
-$1.05M -31,767 Closed
BHCM
223
Brevan Howard Capital Management
Jersey
-$790K -23,903 Closed
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
-$748K -22,622 Closed
DTL
225
Dynamic Technology Lab
Singapore
-$582K -17,611 Closed

TOWN Hedge Fund Activity: Q4 2024 in Review

218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2024, worth a combined $1.48B — up 5.7% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOWN positions and 21 closed out — a net gain of 10 holders — while 82 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.4M. The largest seller was Bridgeway Capital Management, cutting an estimated $10.8M.

  • 218 institutional investors held Towne Bank (TOWN) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $1.48B of Towne Bank stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 31 funds opened new Towne Bank positions in Q4 2024 and 21 closed out, a net change of +10 holders.
  • The largest Towne Bank buyer in Q4 2024 was Wellington Management Group, an estimated $23.4M added.
  • The largest Towne Bank seller in Q4 2024 was Bridgeway Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.