TOWN icon

Towne Bank

217 hedge funds and large institutions have $1.48B invested in Towne Bank in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
82
Reduced
57
Closed
21
Calls
$534K
Puts
$30K
Net Calls
+$504K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$3.32K
EWA
202
EverSource Wealth Advisors
Alabama
$3.27K +$2.79K +82 +586%
RIL
203
Rothschild Investment LLC
Illinois
$2.04K
JWA
204
JFS Wealth Advisors
Pennsylvania
$1.5K
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$1.36K -$857K -25,182 -100%
HWM
206
Hemington Wealth Management
Virginia
$1K +$405 +15 +68%
MSG
207
Main Street Group
Virginia
$818 -$35.5K -1,043 -98%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$783 +$783 +23 New
SIC
209
SJS Investment Consulting
Ohio
$545 -$68 -2 -11%
CSWM
210
Cassady Schiller Wealth Management
Ohio
$511 +$511 +15 New
FFA
211
Farther Finance Advisors
California
$375
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$341
Fuller & Thaler Asset Management
213
Fuller & Thaler Asset Management
California
$170
IA
214
IFP Advisors
Florida
$170 +$170 +5 New
GFPC
215
Global Financial Private Client
Florida
$136 +$136 +4 New
PWM
216
Parkworth Wealth Management
California
$68 +$68 +2 New
NI
217
Nuance Investments
Missouri
-$9.97M -301,453 Closed
NRCM
218
North Reef Capital Management
California
-$3.64M -110,005 Closed
ECM
219
ExodusPoint Capital Management
New York
-$3.38M -102,349 Closed
CSS
220
Cubist Systematic Strategies
Connecticut
-$1.21M -36,660 Closed
Prudential Financial
221
Prudential Financial
New Jersey
-$1.05M -31,767 Closed
BHCM
222
Brevan Howard Capital Management
Jersey
-$790K -23,903 Closed
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
-$748K -22,622 Closed
DTL
224
Dynamic Technology Lab
Singapore
-$582K -17,611 Closed
AIA
225
Arbor Investment Advisors
North Carolina
-$577K -17,462 Closed