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Towne Bank

194 hedge funds and large institutions have $1.07B invested in Towne Bank in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $138K | Put options by funds: $55K

0.89% more ownership

Funds ownership: 54.41%55.3% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

4% less capital invested

Capital invested by funds: $1.11B → $1.07B (-$44.5M)

9% less funds holding

Funds holding: 213194 (-19)

62% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 29

Holders
194
Holders Change
-19
Holders Change %
-8.92%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
66
Reduced
66
Closed
29
Calls
$138K
Puts
$55K
Net Calls
+$83K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M -$1.91M -64,661 -0.9%
BlackRock
2
BlackRock
New York
$152M -$3.17M -107,239 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$96.6M +$7.24M +244,965 +7%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$95.8M -$2.3M -77,939 -2%
NI
5
Nuance Investments
Missouri
$48.5M +$15.9M +537,651 +42%
State Street
6
State Street
Massachusetts
$47.7M +$3.45M +116,866 +7%
American Century Companies
7
American Century Companies
Missouri
$40.6M +$2.69M +90,936 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$36.6M +$2.73M +92,315 +7%
Goldman Sachs
9
Goldman Sachs
New York
$23.4M -$6.43M -217,615 -20%
Charles Schwab
10
Charles Schwab
California
$18.4M +$715K +24,213 +4%
Northern Trust
11
Northern Trust
Illinois
$17.5M +$119K +4,038 +0.6%
Renaissance Technologies
12
Renaissance Technologies
New York
$17.2M -$213K -7,200 -1%
Norges Bank
13
Norges Bank
Norway
$15.6M
DC
14
Davenport & Co
Virginia
$13.7M +$436K +14,760 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13M +$58.7K +1,987 +0.4%
Ameriprise
16
Ameriprise
Minnesota
$12.9M -$476K -16,129 -3%
LSV Asset Management
17
LSV Asset Management
Illinois
$12.1M -$716K -24,250 -5%
N
18
Nuveen
North Carolina
$11.6M -$67.6K -2,290 -0.5%
RA
19
Royce & Associates
New York
$11.2M +$1.86M +62,956 +18%
Truist Financial
20
Truist Financial
North Carolina
$10.4M +$77.4K +2,621 +0.7%
CIP
21
Chartwell Investment Partners
Pennsylvania
$9.67M -$238K -8,045 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.27M +$6.54M +221,545 +175%
Bank of America
23
Bank of America
North Carolina
$8.08M -$124K -4,200 -1%
Morgan Stanley
24
Morgan Stanley
New York
$6.15M +$135K +4,557 +2%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$5.59M +$1.62M +54,835 +35%

TOWN Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q1 2023, worth a combined $1.07B — down 4% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TOWN and 11 opened new positions — a net loss of 18 holders — while 66 trimmed existing stakes and 66 added.

The largest buyer was Nuance Investments, adding an estimated $15.9M. The largest seller was Goldman Sachs, cutting an estimated $6.43M.

  • 194 institutional investors held Towne Bank (TOWN) as of Q1 2023, down from 213 in Q4 2022.
  • Funds reported $1.07B of Towne Bank stock for Q1 2023, down 4% quarter-over-quarter.
  • 11 funds opened new Towne Bank positions in Q1 2023 and 29 closed out, a net change of -18 holders.
  • The largest Towne Bank buyer in Q1 2023 was Nuance Investments, an estimated $15.9M added.
  • The largest Towne Bank seller in Q1 2023 was Goldman Sachs, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2023.