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Towne Bank

214 hedge funds and large institutions have $1.4B invested in Towne Bank in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,567% more call options, than puts

Call options by funds: $350K | Put options by funds: $3K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

25% more capital invested

Capital invested by funds: $1.12B → $1.4B (+$279M)

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

6% more funds holding

Funds holding: 202214 (+12)

1.74% more ownership

Funds ownership: 56.44%58.18% (+1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
76
Reduced
63
Closed
17
Calls
$350K
Puts
$3K
Net Calls
+$347K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M +$2.91M +90,565 +1%
BlackRock
2
BlackRock
New York
$184M +$3.88M +120,696 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$143M +$1.98M +61,753 +1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$137M +$5.15M +160,409 +4%
State Street
5
State Street
Massachusetts
$66.6M -$1.87M -58,129 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$65.3M +$62.6M +1,949,448 +7,668%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55.7M +$608K +18,929 +1%
Charles Schwab
8
Charles Schwab
California
$27.7M +$249K +7,738 +0.9%
American Century Companies
9
American Century Companies
Missouri
$26M +$65.4K +2,035 +0.3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$25.5M +$3.89M +121,005 +19%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$24.5M -$9.35M -291,085 -28%
Renaissance Technologies
12
Renaissance Technologies
New York
$22.1M +$971K +30,209 +5%
Northern Trust
13
Northern Trust
Illinois
$21.6M +$82.6K +2,571 +0.4%
N
14
Nuveen
North Carolina
$17.1M +$134K +4,167 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$17M +$249K +7,763 +2%
RA
16
Royce & Associates
New York
$16.1M -$112K -3,485 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.9M -$1.78M -55,358 -11%
Goldman Sachs
18
Goldman Sachs
New York
$13.4M +$5.34M +166,152 +70%
JP Morgan Chase
19
JP Morgan Chase
New York
$12M +$1.61M +50,149 +16%
BCM
20
Bridgeway Capital Management
Texas
$11.4M +$366K +11,390 +3%
Morgan Stanley
21
Morgan Stanley
New York
$11.1M +$1.81M +56,180 +20%
Bank of America
22
Bank of America
North Carolina
$11M -$738K -22,971 -6%
CIP
23
Chartwell Investment Partners
Pennsylvania
$10.4M -$1.05M -32,634 -9%
NI
24
Nuance Investments
Missouri
$9.97M -$13.6M -422,177 -58%
EF
25
Empowered Funds
Pennsylvania
$7.45M +$420K +13,062 +6%

TOWN Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q3 2024, worth a combined $1.4B — up 25% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TOWN positions and 17 closed out — a net gain of 13 holders — while 76 added to existing stakes and 63 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $62.6M. The largest seller was Nuance Investments, cutting an estimated $13.6M.

  • 214 institutional investors held Towne Bank (TOWN) as of Q3 2024, up from 202 in Q2 2024.
  • Funds reported $1.4B of Towne Bank stock for Q3 2024, up 25% quarter-over-quarter.
  • 30 funds opened new Towne Bank positions in Q3 2024 and 17 closed out, a net change of +13 holders.
  • The largest Towne Bank buyer in Q3 2024 was Victory Capital Management, an estimated $62.6M added.
  • The largest Towne Bank seller in Q3 2024 was Nuance Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.