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Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
abrdn Investment Management
United Kingdom
$599K +$6.74K +700 +1%
WA
352
Waverly Advisors
Alabama
$589K -$13K -1,351 -2%
DIS
353
Diversified Investment Strategies
Louisiana
$583K
SCM
354
Shelton Capital Management
Colorado
$583K
Fayez Sarofim & Co
355
Fayez Sarofim & Co
Texas
$577K +$562K +58,365 New
CS
356
Cannell & Spears
New York
$554K
BOS
357
Bank of Stockton
California
$548K +$45.3K +4,700 +9%
DIA
358
Dana Investment Advisors
Wisconsin
$543K -$14M -1,457,348 -96%
CIBC World Market
359
CIBC World Market
Ontario, Canada
$541K +$106K +11,012 +25%
HCMT
360
Highland Capital Management (Tennessee)
Tennessee
$535K
VKH
361
Virtu KCG Holdings
New York
$523K -$526K -54,662 -51%
BUB
362
BBVA USA Bancshares
Texas
$516K +$301K +31,300 +151%
OA
363
OFI Advisors
Pennsylvania
$513K +$3.67K +381 +0.7%
OAC
364
OMERS Administration Corp
Ontario, Canada
$509K -$1.95M -202,000 -80%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$508K -$611K -63,500 -55%
PAM
366
Paradigm Asset Management
New York
$495K +$481K +50,000 New
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$482K -$9.13K -948 -2%
P
368
Pitcairn
Pennsylvania
$480K -$7.8K -810 -2%
SFP
369
Santa Fe Partners
New Mexico
$474K -$745K -77,398 -62%
BA
370
Boston Advisors
Massachusetts
$473K +$231K +23,959 +100%
MERSOM
371
Municipal Employees' Retirement System of Michigan
Michigan
$467K
T
372
TradeWorx
New Jersey
$460K -$207K -21,502 -32%
RJT
373
Raymond James Trust
Florida
$453K +$3.61K +375 +0.8%
DL
374
Delta Lloyd
Netherlands
$442K +$76.1K +7,898 +21%
PRA
375
Parametric Risk Advisors
Connecticut
$436K

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.