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Towne Bank

167 hedge funds and large institutions have $1.12B invested in Towne Bank in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,846% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $94K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $843M → $1.12B (+$274M)

5% more funds holding

Funds holding: 159167 (+8)

1.22% more ownership

Funds ownership: 49.49%50.71% (+1.2%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
47
Reduced
59
Closed
15
Calls
$2.77M
Puts
$94K
Net Calls
+$2.67M
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$190M +$2.55M +91,672 +1%
BlackRock
2
BlackRock
New York
$158M +$8.67M +312,122 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$126M +$279K +10,056 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.8M -$1.09M -39,180 -1%
American Century Companies
5
American Century Companies
Missouri
$45.8M +$8.37M +301,239 +25%
State Street
6
State Street
Massachusetts
$40.8M -$243K -8,757 -0.7%
Goldman Sachs
7
Goldman Sachs
New York
$34.2M +$598K +21,521 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.4M +$2.08M +74,872 +7%
Northern Trust
9
Northern Trust
Illinois
$28.3M -$7.62M -274,340 -23%
Renaissance Technologies
10
Renaissance Technologies
New York
$26.5M -$3.29M -118,359 -12%
Norges Bank
11
Norges Bank
Norway
$21.2M +$6.64M +238,979 +52%
FCM
12
FJ Capital Management
Virginia
$20.7M -$400K -14,400 -2%
Ameriprise
13
Ameriprise
Minnesota
$18.5M +$579K +20,835 +4%
NI
14
Nuance Investments
Missouri
$18.3M +$593K +21,353 +4%
CIP
15
Chartwell Investment Partners
Pennsylvania
$17.5M +$80.5K +2,898 +0.5%
Charles Schwab
16
Charles Schwab
California
$16.9M +$541K +19,479 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.5M -$24.6K -885 -0.2%
N
18
Nuveen
North Carolina
$13.9M +$2.83M +102,001 +29%
Truist Financial
19
Truist Financial
North Carolina
$13.8M -$154K -5,544 -1%
Bank of America
20
Bank of America
North Carolina
$9.99M +$1.58M +57,030 +21%
RA
21
Royce & Associates
New York
$9.08M +$8.3M +298,622 New
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$7.78M -$370K -13,324 -5%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.38M -$494K -17,780 -8%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$5.6M -$31.1K -1,121 -0.6%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.42M +$963K +34,647 +24%

TOWN Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q1 2021, worth a combined $1.12B — up 33% from $843M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TOWN positions and 15 closed out — a net gain of 9 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $8.67M. The largest seller was Northern Trust, cutting an estimated $7.62M.

  • 167 institutional investors held Towne Bank (TOWN) as of Q1 2021, up from 159 in Q4 2020.
  • Funds reported $1.12B of Towne Bank stock for Q1 2021, up 33% quarter-over-quarter.
  • 24 funds opened new Towne Bank positions in Q1 2021 and 15 closed out, a net change of +9 holders.
  • The largest Towne Bank buyer in Q1 2021 was BlackRock, an estimated $8.67M added.
  • The largest Towne Bank seller in Q1 2021 was Northern Trust, an estimated $7.62M sold.

Based on aggregated 13F filings for Q1 2021.