We are live on ! Find out more
RF icon

Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
426
Lynch & Associates
Indiana
$233K +$19.3K +2,000 +9%
BMO
427
Beck Mack & Oliver
New York
$232K
MLL
428
Moody Lynn & Lieberson
Massachusetts
$232K
LIA
429
LS Investment Advisors
Michigan
$232K +$147K +15,308 +188%
Toronto Dominion Bank
430
Toronto Dominion Bank
Ontario, Canada
$229K +$223K +23,170 New
LIA
431
LBMC Investment Advisors
Tennessee
$224K
WIC
432
Woodmont Investment Counsel
Tennessee
$223K +$32.3K +3,351 +17%
PFPT
433
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K -$11.1K -1,150 -5%
PPCM
434
Pillar Pacific Capital Management
California
$218K
CCT
435
Capital City Trust
Florida
$215K
William Blair & Company
436
William Blair & Company
Illinois
$214K +$8.84K +918 +4%
RBC
437
Ronald Blue & Co
Georgia
$213K +$29.9K +3,109 +17%
RAM
438
RWC Asset Management
United Kingdom
$212K +$206K +21,420 New
DC
439
Davenport & Co
Virginia
$210K -$9.23K -959 -4%
HT
440
HAP Trading
New York
$205K +$199K +20,686 New
PL
441
Plancorp LLC
Missouri
$205K +$201K +20,883 New
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$203K -$8.3K -862 -4%
AT
443
Arden Trust
Delaware
$201K -$3.78K -393 -2%
APU
444
Alpine Partners USVI
U.S. Virgin Islands
$200K +$195K +20,200 New
Jacobs Levy Equity Management
445
Jacobs Levy Equity Management
New Jersey
$199K +$194K +20,100 New
CCM
446
Catapult Capital Management
New York
$198K +$193K +20,000 New
FM
447
Family Management
New York
$198K +$193K +20,052 New
LPT
448
Legacy Private Trust
Wisconsin
$197K -$94.2K -9,780 -33%
BAS
449
Brown Advisory Securities
Maryland
$193K
CTA
450
Colonial Trust Advisors
South Carolina
$191K

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.