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Regions Financial

561 hedge funds and large institutions have $11B invested in Regions Financial in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 167 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $9.9B → $11B (+$1.08B)

3% more funds holding

Funds holding: 545561 (+16)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.5M

0.01% less ownership

Funds ownership: 71.8%71.78% (-0.01%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

28% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 233

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
73
Increased
167
Reduced
233
Closed
47
Calls
$38.8M
Puts
$37.5M
Net Calls
+$1.28M
Net Calls Change
+$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
Constellation Investments
Ohio
$294K +$11K +1,100 +4%
DSC
402
Duncker Streett & Co
Missouri
$291K
Robeco Institutional Asset Management
403
Robeco Institutional Asset Management
Netherlands
$290K +$99.7K +9,979 +57%
LA
404
Lynch & Associates
Indiana
$289K
WB
405
WesBanco Bank
West Virginia
$286K +$1.5K +150 +0.6%
FCBT
406
First Citizens Bank & Trust
North Carolina
$278K +$263K +26,302 New
FNBT
407
FineMark National Bank & Trust
Florida
$272K -$23.4K -2,339 -8%
AIP
408
Ameritas Investment Partners
Nebraska
$269K
CA
409
Callahan Advisors
Texas
$268K
MA
410
MUFG Americas
New York
$266K -$150K -15,016 -37%
RIG
411
Roosevelt Investment Group
New York
$264K
William Blair & Company
412
William Blair & Company
Illinois
$263K +$5.9K +591 +2%
AFG
413
Albion Financial Group
Utah
$258K -$42.8K -4,288 -15%
RJFSA
414
Raymond James Financial Services Advisors
Florida
$258K -$6.53K -654 -3%
VIA
415
Vident Investment Advisory
Georgia
$258K +$244K +24,392 New
AAM
416
Advisors Asset Management
Colorado
$257K +$169K +16,893 +226%
WAM
417
Wolverine Asset Management
Illinois
$255K -$246K -24,600 -50%
Bank of Nova Scotia
418
Bank of Nova Scotia
Ontario, Canada
$254K -$25.9M -2,597,991 -99%
BA
419
Boston Advisors
Massachusetts
$252K -$12.5K -1,254 -5%
MC
420
Moors & Cabot
Massachusetts
$252K -$2.44K -244 -1%
UCFA
421
United Capital Financial Advisors
Texas
$251K +$96.8K +9,687 +69%
PL
422
Plancorp LLC
Missouri
$248K +$24.8K +2,487 +12%
BMO
423
Beck Mack & Oliver
New York
$247K
FHA
424
First Horizon Advisors
Tennessee
$244K -$23.3K -2,333 -9%
Envestnet Asset Management
425
Envestnet Asset Management
Illinois
$243K +$103K +10,300 +81%

RF Hedge Fund Activity: Q4 2014 in Review

561 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2014, worth a combined $11B — up 11% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RF positions and 47 closed out — a net gain of 26 holders — while 167 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $167M. The largest seller was Amundi Asset Management US, cutting an estimated $67.7M.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2014, up from 545 in Q3 2014.
  • Funds reported $11B of Regions Financial stock for Q4 2014, up 11% quarter-over-quarter.
  • 73 funds opened new Regions Financial positions in Q4 2014 and 47 closed out, a net change of +26 holders.
  • The largest Regions Financial buyer in Q4 2014 was JP Morgan Chase, an estimated $167M added.
  • The largest Regions Financial seller in Q4 2014 was Amundi Asset Management US, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2014.