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Towne Bank

202 hedge funds and large institutions have $1.12B invested in Towne Bank in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

27% more call options, than puts

Call options by funds: $62K | Put options by funds: $49K

0.98% more ownership

Funds ownership: 55.46%56.44% (+0.98%)

1% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$12.3M)

4% less funds holding

Funds holding: 211202 (-9)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
202
Holders Change
-9
Holders Change %
-4.27%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
82
Reduced
56
Closed
26
Calls
$62K
Puts
$49K
Net Calls
+$13K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$200M -$1.29M -47,989 -0.6%
BlackRock
2
BlackRock
New York
$149M +$1.97M +73,101 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M +$3.21M +119,459 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$108M +$3.88M +144,374 +4%
State Street
5
State Street
Massachusetts
$56.6M +$2.01M +74,804 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$45.5M +$2.16M +80,205 +5%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$28.1M +$26.9M +999,962 +3,114%
Charles Schwab
8
Charles Schwab
California
$22.7M +$504K +18,738 +2%
American Century Companies
9
American Century Companies
Missouri
$21.4M +$72K +2,676 +0.3%
NI
10
Nuance Investments
Missouri
$19.7M -$23.9M -889,675 -55%
Northern Trust
11
Northern Trust
Illinois
$17.8M -$678K -25,196 -4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$17.7M +$4.04M +150,015 +30%
Renaissance Technologies
13
Renaissance Technologies
New York
$17.4M +$218K +8,100 +1%
N
14
Nuveen
North Carolina
$14M +$1.89M +70,177 +16%
Ameriprise
15
Ameriprise
Minnesota
$13.8M +$137K +5,079 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.8M +$569K +21,143 +4%
RA
17
Royce & Associates
New York
$13.3M +$3.98M +147,881 +43%
Bank of America
18
Bank of America
North Carolina
$9.72M +$384K +14,259 +4%
CIP
19
Chartwell Investment Partners
Pennsylvania
$9.44M -$351K -13,035 -4%
BCM
20
Bridgeway Capital Management
Texas
$9.07M +$412K +15,300 +5%
Norges Bank
21
Norges Bank
Norway
$9.02M -$416K -15,462 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.5M -$2.42M -89,897 -22%
Morgan Stanley
23
Morgan Stanley
New York
$7.64M -$352K -13,083 -4%
Goldman Sachs
24
Goldman Sachs
New York
$6.48M -$11M -408,795 -63%
EF
25
Empowered Funds
Pennsylvania
$5.79M +$412K +15,300 +8%

TOWN Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q2 2024, worth a combined $1.12B — down 1.1% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TOWN and 21 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 82 added.

The largest buyer was Janus Henderson Group, adding an estimated $26.9M. The largest seller was Nuance Investments, cutting an estimated $23.9M.

  • 202 institutional investors held Towne Bank (TOWN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $1.12B of Towne Bank stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 21 funds opened new Towne Bank positions in Q2 2024 and 26 closed out, a net change of -5 holders.
  • The largest Towne Bank buyer in Q2 2024 was Janus Henderson Group, an estimated $26.9M added.
  • The largest Towne Bank seller in Q2 2024 was Nuance Investments, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2024.