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Towne Bank

159 hedge funds and large institutions have $843M invested in Towne Bank in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $294K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

48% more capital invested

Capital invested by funds: $568M → $843M (+$275M)

6% more funds holding

Funds holding: 150159 (+9)

1.55% more ownership

Funds ownership: 47.94%49.49% (+1.6%)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
54
Closed
15
Calls
$2.06M
Puts
$294K
Net Calls
+$1.76M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$144M +$4.83M +233,990 +4%
BlackRock
2
BlackRock
New York
$114M +$4.59M +222,188 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$97.5M -$13.2M -638,408 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.3M +$635K +30,746 +1%
State Street
5
State Street
Massachusetts
$31.8M +$198K +9,577 +0.7%
American Century Companies
6
American Century Companies
Missouri
$28.3M +$5.07M +245,603 +26%
Northern Trust
7
Northern Trust
Illinois
$28.3M -$768K -37,150 -3%
Goldman Sachs
8
Goldman Sachs
New York
$25.9M -$1.3M -63,090 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.1M +$421K +20,357 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$23.3M -$3.53M -171,041 -15%
FCM
11
FJ Capital Management
Virginia
$16.3M +$14.4M +695,000 New
Ameriprise
12
Ameriprise
Minnesota
$13.8M +$1.73M +83,955 +17%
NI
13
Nuance Investments
Missouri
$13.7M +$127K +6,123 +1%
CIP
14
Chartwell Investment Partners
Pennsylvania
$13.4M -$159K -7,674 -1%
Charles Schwab
15
Charles Schwab
California
$12.6M +$612K +29,604 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.2M +$356K +17,222 +4%
Truist Financial
17
Truist Financial
North Carolina
$10.8M -$185K -8,939 -2%
Norges Bank
18
Norges Bank
Norway
$10.8M -$903K -43,721 -9%
N
19
Nuveen
North Carolina
$8.34M -$368K -17,826 -5%
Bank of America
20
Bank of America
North Carolina
$6.38M -$306K -14,812 -5%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$6.32M +$75.5K +3,655 +1%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$5.35M +$4.71M +227,720 New
Wells Fargo
23
Wells Fargo
California
$4.85M +$7.91K +383 +0.2%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$4.35M -$2.02K -98 -0.1%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$4.07M +$909 +44 +0%

TOWN Hedge Fund Activity: Q4 2020 in Review

159 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2020, worth a combined $843M — up 48% from $568M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TOWN positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $14.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.2M.

  • 159 institutional investors held Towne Bank (TOWN) as of Q4 2020, up from 150 in Q3 2020.
  • Funds reported $843M of Towne Bank stock for Q4 2020, up 48% quarter-over-quarter.
  • 24 funds opened new Towne Bank positions in Q4 2020 and 15 closed out, a net change of +9 holders.
  • The largest Towne Bank buyer in Q4 2020 was FJ Capital Management, an estimated $14.4M added.
  • The largest Towne Bank seller in Q4 2020 was T. Rowe Price Associates, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2020.