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Towne Bank

183 hedge funds and large institutions have $913M invested in Towne Bank in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,277% more call options, than puts

Call options by funds: $713K | Put options by funds: $30K

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.12% less ownership

Funds ownership: 54.94%54.82% (-0.12%)

1% less funds holding

Funds holding: 184183 (-1)

2% less capital invested

Capital invested by funds: $928M → $913M (-$14.6M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
63
Closed
15
Calls
$713K
Puts
$30K
Net Calls
+$683K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M +$2.45M +101,677 +1%
BlackRock
2
BlackRock
New York
$128M -$2.4M -99,721 -2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$90.8M -$153K -6,335 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.8M +$4.29M +178,299 +5%
NI
5
Nuance Investments
Missouri
$54.4M +$16.3M +678,368 +40%
State Street
6
State Street
Massachusetts
$42.6M -$280K -11,622 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$34.1M +$1.83M +75,929 +5%
Charles Schwab
8
Charles Schwab
California
$17.3M +$1M +41,667 +6%
Goldman Sachs
9
Goldman Sachs
New York
$16.1M -$4.53M -188,226 -21%
Northern Trust
10
Northern Trust
Illinois
$15.5M +$76.3K +3,169 +0.5%
Renaissance Technologies
11
Renaissance Technologies
New York
$14.9M +$5.8K +241 +0%
Norges Bank
12
Norges Bank
Norway
$12.2M -$1.28M -53,175 -9%
American Century Companies
13
American Century Companies
Missouri
$12.2M -$19M -790,192 -60%
N
14
Nuveen
North Carolina
$10.4M +$444K +18,451 +4%
Ameriprise
15
Ameriprise
Minnesota
$9.82M +$16.1K +670 +0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.63M -$862K -35,807 -8%
LSV Asset Management
17
LSV Asset Management
Illinois
$9.57M -$14.4K -600 -0.1%
Truist Financial
18
Truist Financial
North Carolina
$9.1M +$43.9K +1,822 +0.5%
CIP
19
Chartwell Investment Partners
Pennsylvania
$7.71M -$363K -15,093 -4%
RA
20
Royce & Associates
New York
$7.6M -$911K -37,851 -10%
BCM
21
Bridgeway Capital Management
Texas
$6.56M +$2.26M +93,748 +49%
Bank of America
22
Bank of America
North Carolina
$5.96M -$287K -11,923 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$5.93M +$1.8M +74,790 +41%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.9M -$2.49M -103,263 -29%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$5.12M +$60.2K +2,500 +1%

TOWN Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q3 2023, worth a combined $913M — down 1.6% from $928M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TOWN positions and 15 closed out — a net gain of 1 holder — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Nuance Investments, adding an estimated $16.3M. The largest seller was American Century Companies, cutting an estimated $19M.

  • 183 institutional investors held Towne Bank (TOWN) as of Q3 2023, down from 184 in Q2 2023.
  • Funds reported $913M of Towne Bank stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 16 funds opened new Towne Bank positions in Q3 2023 and 15 closed out, a net change of +1 holder.
  • The largest Towne Bank buyer in Q3 2023 was Nuance Investments, an estimated $16.3M added.
  • The largest Towne Bank seller in Q3 2023 was American Century Companies, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2023.