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Regions Financial

611 hedge funds and large institutions have $13.5B invested in Regions Financial in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $99.5M | Put options by funds: $47.6M

8% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 210

1% more capital invested

Capital invested by funds: $13.4B → $13.5B (+$90.5M)

2% less ownership

Funds ownership: 75.94%73.94% (-2%)

5% less funds holding

Funds holding: 645611 (-34)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
611
Holders Change
-34
Holders Change %
-5.27%
% of All Funds
15.23%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
53
Increased
226
Reduced
210
Closed
78
Calls
$99.5M
Puts
$47.6M
Net Calls
+$51.9M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
326
Municipal Employees' Retirement System of Michigan
Michigan
$826K -$132K -9,170 -14%
AAM
327
Advisors Asset Management
Colorado
$823K -$62.4K -4,338 -7%
LMGAM
328
Liberty Mutual Group Asset Management
Massachusetts
$818K -$352K -24,453 -31%
KAS
329
Kemnay Advisory Services
New York
$817K -$24.5K -1,703 -3%
SIM
330
Sentry Investment Management
Wisconsin
$810K
SAA
331
Southeast Asset Advisors
Georgia
$797K +$7.25K +504 +1%
SAM
332
Shell Asset Management
Netherlands
$795K -$240K -16,695 -24%
IUHSA
333
Itau Unibanco Holding S.A.
Brazil
$784K +$211K +14,663 +911%
Fayez Sarofim & Co
334
Fayez Sarofim & Co
Texas
$782K
NLI
335
Nippon Life Insurance
Japan
$771K +$728K +50,643 New
SFFS
336
Stonehage Fleming Financial Services
Jersey
$770K
NAM
337
NorthCoast Asset Management
Connecticut
$768K
IAMOG
338
Investors Asset Management of Georgia
Georgia
$763K -$59.3K -4,126 -8%
SB
339
Suntrust Banks
Georgia
$762K +$64.1K +4,460 +10%
SSW
340
Smith Shellnut Wilson
Mississippi
$749K
BNP Paribas Asset Management
341
BNP Paribas Asset Management
France
$739K +$219K +15,219 +46%
Creative Planning
342
Creative Planning
Kansas
$714K -$11.5K -797 -2%
CI
343
Cigna Investments
Connecticut
$702K -$14 -1 -0%
AssetMark Inc
344
AssetMark Inc
California
$696K -$273 -19 -0%
MNA
345
Manning & Napier Advisors
New York
$679K -$29.8K -2,070 -4%
FWCM
346
First Western Capital Management
California
$674K -$33K -2,293 -5%
EA
347
Edge Advisors
Georgia
$666K -$191K -13,251 -23%
PA
348
Profund Advisors
Maryland
$665K -$19.6K -1,361 -3%
I
349
IberiaBank
Louisiana
$665K -$1.32K -92 -0.2%
DAM
350
Delta Asset Management
Tennessee
$664K +$43.1K +3,000 +7%

RF Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2017, worth a combined $13.5B — up 0.68% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RF and 53 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 226 added.

The largest buyer was Jupiter Investment Management, adding an estimated $98.7M. The largest seller was Pzena Investment Management, cutting an estimated $116M.

  • 611 institutional investors held Regions Financial (RF) as of Q3 2017, down from 645 in Q2 2017.
  • Funds reported $13.5B of Regions Financial stock for Q3 2017, up 0.68% quarter-over-quarter.
  • 53 funds opened new Regions Financial positions in Q3 2017 and 78 closed out, a net change of -25 holders.
  • The largest Regions Financial buyer in Q3 2017 was Jupiter Investment Management, an estimated $98.7M added.
  • The largest Regions Financial seller in Q3 2017 was Pzena Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2017.