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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
CIBC World Market
401
CIBC World Market
Ontario, Canada
$435K -$1.16M -80,348 -74%
Federated Hermes
402
Federated Hermes
Pennsylvania
$433K -$17.6K -1,221 -4%
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$431K -$23K -1,599 -5%
Pacer Advisors
404
Pacer Advisors
Pennsylvania
$425K +$38K +2,641 +10%
Jane Street
405
Jane Street
New York
$423K -$643K -44,689 -62%
GCA
406
Greenwood Capital Associates
South Carolina
$409K -$7.28K -506 -2%
WA
407
Waverly Advisors
Alabama
$408K +$1.44K +100 +0.4%
BW
408
Bison Wealth
Georgia
$403K +$149K +10,372 +64%
FHA
409
First Horizon Advisors
Tennessee
$402K +$33.7K +2,343 +10%
LA
410
Lynch & Associates
Indiana
$396K +$28.9K +2,010 +8%
PAG
411
Private Advisor Group
New Jersey
$392K -$124K -8,596 -25%
AIP
412
Ameritas Investment Partners
Nebraska
$391K
GIM
413
Guardian Investment Management
California
$391K +$38.8K +2,700 +12%
FPS
414
Fieldpoint Private Securities
Connecticut
$391K +$369K +25,660 New
NI
415
Numeric Investors
Massachusetts
$390K +$368K +25,600 New
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$386K -$748 -52 -0.2%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$384K +$7.15K +497 +2%
ECM
418
Everence Capital Management
Indiana
$379K
AFG
419
Arkansas Financial Group
Arkansas
$374K
BCM
420
Bienville Capital Management
New York
$363K -$156K -10,864 -31%
MA
421
Marshwinds Advisory
Georgia
$358K -$5.02K -349 -1%
LIA
422
LBMC Investment Advisors
Tennessee
$357K -$122K -8,483 -27%
ZCA
423
Zeke Capital Advisors
Pennsylvania
$351K +$332K +23,070 New
MML Investors Services
424
MML Investors Services
Massachusetts
$340K -$32.1K -2,231 -9%
HCM
425
Highlander Capital Management
New Jersey
$337K

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.