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Towne Bank

129 hedge funds and large institutions have $865M invested in Towne Bank in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $320K | Put options by funds: $15K

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

16% more funds holding

Funds holding: 111129 (+18)

0.02% more ownership

Funds ownership: 44.89%44.9% (+0.02%)

8% less capital invested

Capital invested by funds: $941M → $865M (-$75.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+18
Holders Change %
+16.22%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
42
Reduced
32
Closed
8
Calls
$320K
Puts
$15K
Net Calls
+$305K
Net Calls Change
-$301K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$172M -$2.39M -71,644 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$143M +$3.89M +116,602 +3%
BlackRock
3
BlackRock
New York
$115M +$3.92M +117,629 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.6M +$5.11M +153,261 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$37.2M -$5.69M -170,667 -12%
State Street
6
State Street
Massachusetts
$36.1M +$1.09M +32,759 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$23.2M -$1.71M -51,400 -6%
Northern Trust
8
Northern Trust
Illinois
$20.7M -$564K -16,905 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.4M +$505K +15,130 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.4M +$420K +12,601 +2%
Goldman Sachs
11
Goldman Sachs
New York
$15.5M -$2.01M -60,372 -11%
CIP
12
Chartwell Investment Partners
Pennsylvania
$14.4M -$573K -17,190 -4%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M +$19.5K +584 +0.1%
Truist Financial
14
Truist Financial
North Carolina
$12.6M
Norges Bank
15
Norges Bank
Norway
$11.6M +$996K +29,850 +9%
Ameriprise
16
Ameriprise
Minnesota
$9.47M -$1.62M -48,440 -14%
Bank of America
17
Bank of America
North Carolina
$9.41M +$3M +89,849 +42%
Charles Schwab
18
Charles Schwab
California
$9.06M +$482K +14,447 +5%
Morgan Stanley
19
Morgan Stanley
New York
$5.96M +$2.02M +60,492 +45%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$5.49M -$14.1M -423,072 -70%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$5.31M -$52.4K -1,570 -0.9%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$4.73M +$2.79M +83,800 +120%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.63M +$197K +5,896 +4%
TCIM
24
TIAA CREF Investment Management
New York
$4.54M -$433K -12,988 -8%
Deutsche Bank
25
Deutsche Bank
Germany
$4.4M +$2.79M +83,558 +140%

TOWN Hedge Fund Activity: Q4 2017 in Review

129 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2017, worth a combined $865M — down 8.1% from $941M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TOWN positions and 8 closed out — a net gain of 18 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.11M. The largest seller was Wellington Management Group, cutting an estimated $14.1M.

  • 129 institutional investors held Towne Bank (TOWN) as of Q4 2017, up from 111 in Q3 2017.
  • Funds reported $865M of Towne Bank stock for Q4 2017, down 8.1% quarter-over-quarter.
  • 26 funds opened new Towne Bank positions in Q4 2017 and 8 closed out, a net change of +18 holders.
  • The largest Towne Bank buyer in Q4 2017 was Dimensional Fund Advisors, an estimated $5.11M added.
  • The largest Towne Bank seller in Q4 2017 was Wellington Management Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2017.