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Regions Financial

561 hedge funds and large institutions have $11B invested in Regions Financial in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 167 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $9.9B → $11B (+$1.08B)

3% more funds holding

Funds holding: 545561 (+16)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.5M

0.01% less ownership

Funds ownership: 71.8%71.78% (-0.01%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

28% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 233

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
73
Increased
167
Reduced
233
Closed
47
Calls
$38.8M
Puts
$37.5M
Net Calls
+$1.28M
Net Calls Change
+$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Spot Trading
Illinois
$2.32M +$488K +48,883 +29%
PIA
227
Peachtree Investment Advisors
Georgia
$2.31M +$1.66K +166 +0.1%
CBOA
228
Commonwealth Bank of Australia
Australia
$2.24M -$404K -40,466 -16%
TRSOTSOK
229
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M -$102K -10,200 -5%
LMGAM
230
Liberty Mutual Group Asset Management
Massachusetts
$2.23M +$309K +30,957 +17%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$2.21M -$45.4K -4,544 -2%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$2.21M
OI
233
Oakbrook Investments
Illinois
$2.14M -$19K -1,900 -0.9%
BCM
234
Bodri Capital Management
California
$2.11M +$2M +200,000 New
SAM
235
Shell Asset Management
Netherlands
$2.09M -$52.5K -5,257 -3%
LIM
236
Leavell Investment Management
Alabama
$2.08M -$54.5K -5,452 -3%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$2.04M -$258K -25,863 -12%
Calamos Advisors
238
Calamos Advisors
Illinois
$2.02M +$9.91K +992 +0.5%
PI
239
Placemark Investments
Illinois
$1.98M -$238K -23,843 -11%
RCM
240
Riverhead Capital Management
Delaware
$1.88M -$2.21M -220,872 -55%
PIA
241
Piedmont Investment Advisors
North Carolina
$1.84M
HighTower Advisors
242
HighTower Advisors
Illinois
$1.83M -$136K -13,648 -7%
Nomura Asset Management
243
Nomura Asset Management
Japan
$1.82M -$46.9K -4,700 -3%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$1.81M -$208K -20,855 -11%
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$1.76M -$172K -17,200 -9%
FIM
246
Frontier Investment Management
Texas
$1.74M -$99.9K -10,000 -6%
AMIM
247
Aull & Monroe Investment Management
Alabama
$1.74M -$118K -11,794 -7%
GT
248
Glenmede Trust
Pennsylvania
$1.73M +$1.49M +148,997 +972%
WAM
249
World Asset Management
Michigan
$1.71M -$353K -35,344 -18%
AI
250
Analytic Investors
California
$1.71M +$1.62M +161,902 New

RF Hedge Fund Activity: Q4 2014 in Review

561 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2014, worth a combined $11B — up 11% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RF positions and 47 closed out — a net gain of 26 holders — while 167 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $167M. The largest seller was Amundi Asset Management US, cutting an estimated $67.7M.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2014, up from 545 in Q3 2014.
  • Funds reported $11B of Regions Financial stock for Q4 2014, up 11% quarter-over-quarter.
  • 73 funds opened new Regions Financial positions in Q4 2014 and 47 closed out, a net change of +26 holders.
  • The largest Regions Financial buyer in Q4 2014 was JP Morgan Chase, an estimated $167M added.
  • The largest Regions Financial seller in Q4 2014 was Amundi Asset Management US, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2014.