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Towne Bank

194 hedge funds and large institutions have $1.16B invested in Towne Bank in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

11% more funds holding

Funds holding: 175194 (+19)

3% more capital invested

Capital invested by funds: $1.13B → $1.16B (+$36M)

0.78% more ownership

Funds ownership: 50.04%50.82% (+0.78%)

75% less call options, than puts

Call options by funds: $3K | Put options by funds: $12K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
194
Holders Change
+19
Holders Change %
+10.86%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
66
Reduced
51
Closed
8
Calls
$3K
Puts
$12K
Net Calls
-$9K
Net Calls Change
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M +$2.22M +69,570 +1%
BlackRock
2
BlackRock
New York
$153M +$6.6M +207,152 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$124M -$2.92M -91,557 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.1M -$367K -11,530 -0.4%
Goldman Sachs
5
Goldman Sachs
New York
$57.2M +$4.98M +156,374 +9%
State Street
6
State Street
Massachusetts
$42.9M -$247K -7,762 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$37.7M +$534K +16,760 +1%
American Century Companies
8
American Century Companies
Missouri
$31.3M -$15.7M -491,477 -33%
Northern Trust
9
Northern Trust
Illinois
$28M -$713K -22,373 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$22.4M -$1.19M -37,401 -5%
Norges Bank
11
Norges Bank
Norway
$19.7M +$1.18M +37,000 +6%
Charles Schwab
12
Charles Schwab
California
$18.6M +$351K +11,032 +2%
Ameriprise
13
Ameriprise
Minnesota
$18.1M -$471K -14,791 -3%
NI
14
Nuance Investments
Missouri
$18.1M -$1.07M -33,710 -6%
Millennium Management
15
Millennium Management
New York
$15.9M +$10.4M +325,036 +184%
CIP
16
Chartwell Investment Partners
Pennsylvania
$15.6M -$312K -9,789 -2%
DC
17
Davenport & Co
Virginia
$14.4M +$1.35M +42,240 +10%
N
18
Nuveen
North Carolina
$13.7M -$174K -5,464 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.3M -$2.49M -78,275 -16%
Truist Financial
20
Truist Financial
North Carolina
$12.4M -$1.66M -52,101 -12%
RA
21
Royce & Associates
New York
$10.7M -$44.2K -1,386 -0.4%
Bank of America
22
Bank of America
North Carolina
$9.18M +$752K +23,593 +9%
Bessemer Group
23
Bessemer Group
New Jersey
$8.81M +$5.43M +170,344 +157%
PPA
24
Parametric Portfolio Associates
Washington
$6.2M +$1.66M +52,089 +36%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$5.88M +$20K +628 +0.3%

TOWN Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q4 2021, worth a combined $1.16B — up 3.2% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TOWN positions and 8 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $15.7M.

  • 194 institutional investors held Towne Bank (TOWN) as of Q4 2021, up from 175 in Q3 2021.
  • Funds reported $1.16B of Towne Bank stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 29 funds opened new Towne Bank positions in Q4 2021 and 8 closed out, a net change of +21 holders.
  • The largest Towne Bank buyer in Q4 2021 was Millennium Management, an estimated $10.4M added.
  • The largest Towne Bank seller in Q4 2021 was American Century Companies, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2021.