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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
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$658K -$9.04K -629 -1%
AG
352
Advisor Group
Arizona
$655K -$37.4K -2,599 -6%
MC
353
Moors & Cabot
Massachusetts
$654K +$58K +4,037 +10%
JG
354
Jefferies Group
New York
$633K -$6.89M -479,488 -92%
BL
355
Balentine LLC
Georgia
$624K
OIM
356
Opus Investment Management
Massachusetts
$609K +$575K +40,000 New
ICOA
357
Investment Centers of America
North Dakota
$607K -$138K -9,612 -19%
JIC
358
Joel Isaacson & Co
New York
$607K
Wolverine Trading
359
Wolverine Trading
Illinois
$607K +$268K +18,654 +88%
II
360
IFM Investors
Australia
$599K +$21.6K +1,500 +4%
FI
361
FormulaFolio Investments
Michigan
$597K +$564K +39,194 New
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$574K
SLG
363
Stanley-Laman Group
Pennsylvania
$574K +$74.7K +5,198 +16%
FRM
364
Fox Run Management
Connecticut
$570K +$190K +13,200 +55%
WA
365
WESPAC Advisors
California
$550K +$28.9K +2,013 +6%
LTFS
366
Ladenburg Thalmann Financial Services
Florida
$543K -$294K -20,473 -36%
DCM
367
Dupont Capital Management
Delaware
$539K -$428K -29,738 -46%
V
368
Veritable
Delaware
$537K +$7.19K +500 +1%
CWP
369
Capital Wealth Planning
Florida
$533K +$503K +35,000 New
CBB
370
Citizens Business Bank
California
$532K
RJT
371
Raymond James Trust
Florida
$530K +$5.38K +374 +1%
UFF
372
USA Financial Formulas
Michigan
$529K -$22.9K -1,594 -4%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$527K +$3.34K +232 +0.7%
GIA
374
Guyasuta Investment Advisors
Pennsylvania
$526K +$497K +34,550 New
DT
375
Diversified Trust
Tennessee
$524K -$115K -7,970 -19%

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.