We are live on ! Find out more
RF icon

Regions Financial

716 hedge funds and large institutions have $15.9B invested in Regions Financial in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $154M | Put options by funds: $50.3M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.05B)

2.25% more ownership

Funds ownership: 73.87%76.11% (+2.2%)

2% more funds holding

Funds holding: 704716 (+12)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
16.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
84
Increased
216
Reduced
284
Closed
66
Calls
$154M
Puts
$50.3M
Net Calls
+$104M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Capital Wealth Planning
Florida
$641K +$142K +7,500 +28%
FWCM
402
First Western Capital Management
California
$638K -$188K -9,898 -22%
CTA
403
Colonial Trust Advisors
South Carolina
$631K -$3.9K -206 -0.6%
VCA
404
Verdence Capital Advisors
Maryland
$627K +$263K +13,867 +70%
B
405
Bridgeworth
Alabama
$623K +$650K +34,309 New
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$620K +$524K +27,647 +481%
AA
407
ALPS Advisors
Colorado
$617K +$630K +33,234 New
BCM
408
Bayesian Capital Management
New York
$615K +$627K +33,100 New
JA
409
JOYN Advisors
Georgia
$610K +$64.8K +3,422 +12%
EA
410
Edge Advisors
Georgia
$607K -$39.4K -2,077 -6%
WA
411
WESPAC Advisors
California
$605K +$217K +11,456 +54%
MA
412
Montag & Associates
Georgia
$604K +$616K +32,523 New
Federated Hermes
413
Federated Hermes
Pennsylvania
$603K -$184K -9,733 -23%
CDH
414
Charles D. Hyman
$596K
CA
415
Callahan Advisors
Texas
$592K
NAM
416
NorthCoast Asset Management
Connecticut
$589K -$354K -18,686 -37%
ONB
417
Old National Bancorp
Indiana
$589K -$26.8K -1,414 -4%
Creative Planning
418
Creative Planning
Kansas
$588K -$879K -46,369 -59%
ZCA
419
Zeke Capital Advisors
Pennsylvania
$585K
WA
420
Waverly Advisors
Alabama
$584K -$53.7K -2,832 -8%
FG
421
Fiduciary Group
Georgia
$583K
AAM
422
Advisors Asset Management
Colorado
$575K -$41.9K -2,213 -7%
TAM
423
Tocqueville Asset Management
New York
$565K +$212K +11,194 +58%
DSC
424
Duncker Streett & Co
Missouri
$564K +$265 +14 +0%
WCM
425
Washington Capital Management
Washington
$557K

RF Hedge Fund Activity: Q1 2018 in Review

716 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2018, worth a combined $15.9B — up 7.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 66 closed out — a net gain of 18 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $164M.

  • 716 institutional investors held Regions Financial (RF) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $15.9B of Regions Financial stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2018 and 66 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2018 was Bank of Montreal, an estimated $211M added.
  • The largest Regions Financial seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.