Regions Financial
545 hedge funds and large institutions have $9.9B invested in Regions Financial in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 197 increasing their positions, 219 reducing their positions, and 64 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
0.79% less ownership
Funds ownership: 72.58% → 71.8% (-0.79%)
5% less funds holding
Funds holding: 575 → 545 (-30)
9% less capital invested
Capital invested by funds: $10.9B → $9.9B (-$1.02B)
10% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 219
19% less call options, than puts
Call options by funds: $31.7M | Put options by funds: $39.1M
36% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.2M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$44.1M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$42.8M |
| 4 |
JP Morgan Chase
New York
|
+$39.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$81.4M |
| 2 |
Lazard Asset Management
New York
|
-$72.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$71.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$67.4M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$56.3M |
RF Hedge Fund Activity: Q3 2014 in Review
545 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2014, worth a combined $9.9B — down 9.3% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of RF and 41 opened new positions — a net loss of 23 holders — while 219 trimmed existing stakes and 197 added.
The largest buyer was Fidelity Investments, adding an estimated $68.2M. The largest seller was Norges Bank, cutting an estimated $81.4M.
- 545 institutional investors held Regions Financial (RF) as of Q3 2014, down from 575 in Q2 2014.
- Funds reported $9.9B of Regions Financial stock for Q3 2014, down 9.3% quarter-over-quarter.
- 41 funds opened new Regions Financial positions in Q3 2014 and 64 closed out, a net change of -23 holders.
- The largest Regions Financial buyer in Q3 2014 was Fidelity Investments, an estimated $68.2M added.
- The largest Regions Financial seller in Q3 2014 was Norges Bank, an estimated $81.4M sold.
Based on aggregated 13F filings for Q3 2014.