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Regions Financial

716 hedge funds and large institutions have $15.9B invested in Regions Financial in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $154M | Put options by funds: $50.3M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.05B)

2.25% more ownership

Funds ownership: 73.87%76.11% (+2.2%)

2% more funds holding

Funds holding: 704716 (+12)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
16.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
84
Increased
216
Reduced
284
Closed
66
Calls
$154M
Puts
$50.3M
Net Calls
+$104M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
Riverhead Capital Management
Delaware
$2.51M -$6.51M -343,464 -72%
OC
252
Oakworth Capital
Alabama
$2.51M -$49.9K -2,633 -2%
LTI
253
Laffer Tengler Investments
Tennessee
$2.5M +$2.55M +134,765 New
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$2.47M -$153K -8,053 -6%
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.44M -$176K -9,308 -7%
CIBC World Market
256
CIBC World Market
Ontario, Canada
$2.43M +$1.91M +100,957 +338%
DF
257
Donoghue Forlines
Massachusetts
$2.42M +$2.46M +130,058 New
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$2.4M -$37.9K -2,000 -2%
PP
259
Patten & Patten
Tennessee
$2.35M -$58.5K -3,085 -2%
RIM
260
Redpoint Investment Management
Australia
$2.33M
FT
261
Fiduciary Trust
Massachusetts
$2.32M -$32.2K -1,700 -1%
AMIM
262
Aull & Monroe Investment Management
Alabama
$2.29M -$7.58K -400 -0.3%
AIA
263
Affinity Investment Advisors
California
$2.28M +$2.32M +122,580 New
Franklin Resources
264
Franklin Resources
California
$2.27M -$1.68M -88,484 -42%
CAM
265
Covenant Asset Management
New Jersey
$2.26M -$7.11K -375 -0.3%
IG
266
ING Group
Netherlands
$2.13M +$83.4K +4,404 +4%
LIM
267
Lathrop Investment Management
Arkansas
$2.12M -$20.8K -1,100 -1%
CGH
268
Crossmark Global Holdings
Texas
$2.11M -$177K -9,332 -8%
SAM
269
Securian Asset Management
Minnesota
$2.1M -$75K -3,956 -3%
ARTA
270
A.R.T. Advisors
New York
$2.09M -$843K -44,500 -28%
NMERB
271
New Mexico Educational Retirement Board
New Mexico
$2.05M -$83.4K -4,400 -4%
GWM
272
Greenwich Wealth Management
Connecticut
$2.03M -$25.8K -1,361 -1%
AOWM
273
Alpha Omega Wealth Management
Virginia
$2M +$2.04M +107,583 New
OC
274
Oppenheimer & Co
New York
$1.98M +$152K +8,017 +8%
KWILP
275
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.97M -$98.6K -5,203 -5%

RF Hedge Fund Activity: Q1 2018 in Review

716 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2018, worth a combined $15.9B — up 7.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 66 closed out — a net gain of 18 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $164M.

  • 716 institutional investors held Regions Financial (RF) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $15.9B of Regions Financial stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2018 and 66 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2018 was Bank of Montreal, an estimated $211M added.
  • The largest Regions Financial seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.